Solved

How can I view the total annual transaction fees from all payments made from my store?

skris
Visitor
3 0 2

Hello,

 

I'm wondering if there is a way I can see how much in "Fees" I have accumulated over the past year in sales from my store. I can only view under Finances > Payouts for each individual transaction how much in Fees were taken from each transaction. Is there an easier way of viewing this in an annual or YTD format? 

 

Best,

 

Kris

Accepted Solution (1)

Maz
Shopify Staff
1231 130 184

This is an accepted solution.

 

Hi @skris!

 

Thanks for getting in touch! It is my understanding that you are wanting to see all your transaction fees for 2021. Let's look into this for you. 

 

You should be able to view this by going to the Shopify admin > Finances > Billing > and then scroll all the way down to Statement of Charges at the bottom of that very page. Next, you will then click Transaction Fees and then choose your view, keep in mind with this view data is only available for 90 days.

 

A workaround is to go to Finances > Billing and then go to View all billing history.

 

 


You will have the option to add filter and decide the date range that you would like to see. This will generate a list of all your bills in that time range, and the transaction fees for each will be there! You can also choose to export the data via a CSV file too if you wish!

Just in case you wanted to have a look, here are our help center guides exploring those topics below:

 

I hope the above has been illuminating for you. How are things going with the rest of your website? What are some aims and goals you have set for 2022? I would love to hear more!

Maz | Social Care @ Shopify 
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View solution in original post

Replies 24 (24)

Report-Pundit
Trailblazer
320 11 21

Hi @skris ,

I am John from Report Pundit, a reporting and analytics app in the Shopify app store.

Report Pundit has the option to summarize all the fees that were accumulated over the past year.

You can also filter & sort the report by Payment gateway, transaction amount, Gift card amount, payment reference, tax details, and many more.

Further, We can custom schedule the report to your Email, Google sheets, Google drive, Ftp & Big query on an Hourly, Daily, and Monthy basis.

I request you to install our Report Pundit App with a 14 day trial period and we will set up the reports free of cost.

You can reach us at support@reportpundit.com

Thanks!!

Report Pundit - Instant reports and custom dashboards
skris
Visitor
3 0 2

Hello,

 

Thank you for your recommendation! I was wondering if those fees would be under commission? 

 

Thanks,

 

Kris

 

Maz
Shopify Staff
1231 130 184

This is an accepted solution.

 

Hi @skris!

 

Thanks for getting in touch! It is my understanding that you are wanting to see all your transaction fees for 2021. Let's look into this for you. 

 

You should be able to view this by going to the Shopify admin > Finances > Billing > and then scroll all the way down to Statement of Charges at the bottom of that very page. Next, you will then click Transaction Fees and then choose your view, keep in mind with this view data is only available for 90 days.

 

A workaround is to go to Finances > Billing and then go to View all billing history.

 

 


You will have the option to add filter and decide the date range that you would like to see. This will generate a list of all your bills in that time range, and the transaction fees for each will be there! You can also choose to export the data via a CSV file too if you wish!

Just in case you wanted to have a look, here are our help center guides exploring those topics below:

 

I hope the above has been illuminating for you. How are things going with the rest of your website? What are some aims and goals you have set for 2022? I would love to hear more!

Maz | Social Care @ Shopify 
 - Was my reply helpful? Click Like to let me know! 
 - Was your question answered? Mark it as an Accepted Solution
 - To learn more visit the Shopify Help Center or the Shopify Blog

lift
Visitor
1 0 1

Hi Maz, Thanks for your solution. The second part worked for me. 

Maz
Shopify Staff
1231 130 184

Hey @lift!

 

Thank you for letting me know the solution worked for you, and I am glad to hear that it worked!

 

I've gone ahead and marked this reply as the solution for the benefit of others who may discover this topic. By the way, how is your Shopify journey going so far? If there is anything else I can help you with, please let me know, I'm happy to help!

Maz | Social Care @ Shopify 
 - Was my reply helpful? Click Like to let me know! 
 - Was your question answered? Mark it as an Accepted Solution
 - To learn more visit the Shopify Help Center or the Shopify Blog

eyeclothingco
Excursionist
11 0 45

It looks like this is not accurate as it does not show all of the fees that are listed in our payouts and the number shown for fees in the billing section isn't anywhere close to what we have paid. 

 

I would like to find the YTD total of all fees from payouts and transactions. 

 

It says this on the billing page:

Transaction fees

Shopify Payments fees are deducted directly from your transactions, based on your credit card rate. You aren’t charged for transaction fees on your bill.

Goldweitz
Visitor
2 0 13

Exactly right. They have the technology to give you a comprehensive report.

Instead you are getting a bill for obvious subscription fees, apps, shipping etc..

I should add for awareness: if you use Amazon Pay, they take an additional 2% for that luxury.

(Amazon charges you a separate fee)

Beware: the Credit Card transaction fee is hidden in your payout reports, all 365 of them.

Did you deduct these costs in all of your previous 1120s? I hope so!

Vonda_Youngkin
Explorer
77 0 55

Don't forget to include any refunds what so ever.  1099 always shows GROSS - before refunds, taxes, transaction fees, credit card fees, etc etc etc etc.  Shopify needs to get it together.

JulianP
Tourist
6 0 7

It seems this is not working anymore in 2022

heskew
New Member
8 0 0

export by csv and it allows you a window date to choose (2021) and filter

Goldweitz
Visitor
2 0 13

This is an incomplete answer. Yes you can see a list of all of your periodic bills. Sometimes monthly, sometimes based upon a threshhold. You can add these up longhand, or you can pull a csv from your payment source such as bank account, and filter that..

 

What this list does NOT depict is the 2.9% credit card processing fee reduced from each of your payouts. This is not accounted for unless you flip through every single payout- for many this is 365 payouts. There is no proper way for Shopify to provide you a fully transparent report of costs. They make you hunt for it using all sorts of time. The purpose? to mask/camouflage the fleecing they are giving you every month?

If this is a new idea for you, look back on your last few years of tax preps and see if you forgot to account for the CC % you are charged from each payout! It's not included on the monthly bills!

ncav36
Visitor
1 0 6

Hi, I tried the exact steps listed here and the transaction fees to not show up as an option to click on and view.  It seems I have to open each transaction for all of last year to see the transaction fees listed.  This is quite frustrating.

Maz
Shopify Staff
1231 130 184

Hey @ncav36!

 

Thanks for subscribing to this thread!

There isn't a specific report in which you can pull for this. If we are talking specifically about Shopify Payments fees, you can head into 
Finances > Payouts and export a CSV of your payout transactions. This CSV should also include the transaction fee amount per order. If the workaround above is not sufficient, then you can use a third party app like the ones listed below;

 

 

I can appreciate how this would be beneficial for accounting purposes, so what I will do is, add this feedback for our developers to review. Let me know if there is anything else you need help with!

Maz | Social Care @ Shopify 
 - Was my reply helpful? Click Like to let me know! 
 - Was your question answered? Mark it as an Accepted Solution
 - To learn more visit the Shopify Help Center or the Shopify Blog

Janit_Calvo
Shopify Partner
45 0 86

Just want to add my name to this thread - to make such an easy task so difficult, seems very wrong. We need to find our merchant fees for our taxes, ICYMI. 

"There isn't a specific report in which you can pull for this." is ridiculous. 

To have to go and find an app that I prolly have to pay for is also ridiculous. 

**The Finance > Payouts and export the CSV** works but it should NOT be that hard to find out our fees. You can chose your timeframe when you click Export. 

The Finance > Billing  > Statement of Charges does NOT work - I only see half a year's charges and not every charge at that... 

(I didn't check to see if I needed to upgrade to access this info in a more-efficient way, but I would not be surprised, if this is the case. It seems Shopify doesn't care about the micro businesses anymore - they're too big now.)

PWM
Tourist
3 0 17

7 months have passed. What's the word?

This is a basic and absolutely necessary report. Its absence is suspicious and entirely unprofessional. It'll take IT 20 minutes to write the query. FFS give me the table structure and I'll write it.

ljocha
Tourist
8 0 10

Still no proper solution for this? I also need all the fees including ALL payment methods. I am really surprised that shopify makes it so complicated. Now I have to collect different file pieces from different locations. I found nothing for paypal, so I need to log into paypal and look for every shopfiy order payment...

betleybutterfly
Visitor
1 0 4

Another month and no update… 

im adding myself to this thread in hopes they’ll eventually sort this crucial piece of information out.

Dotflakes
Excursionist
35 0 11

It's quite frustrating. I'm experiencing the same. 

abieber
Visitor
2 0 0

thank you

JulianP
Tourist
6 0 7

I'm sorry, but I don't see this as a solution. Under "Finances > Billing >> View History," you won't find any fees related to the transactions made through Shopify". 

Hundreds of changes are announced every quarter, but after 24 months, there is no solution for this simple and essential aspect of a business. I'm very disappointed with Shopify. 

It seems to me like Shopify wants to hide the actual cost to sellers.

PWM
Tourist
3 0 17

We can view transaction fees at "Settings/Payments/View Payouts" but it only shows individual transaction fees, no report. You have export that page and make your own report.

 

IMO very lazy of Shopify, and I agree with you, it seems as if it's deliberately hidden. Everyone needs to report their expenses and this is not convenient.

Emily
Shopify Staff
1369 102 193

Hi, @PWM.

 

Thank you for reaching out! 

 

You can find these fees reported by exporting the finances CSV file. 

 

Please let me know if you have any further questions! I would love to learn more about your business. What type of products do you sell? 
 
Talk soon, 

Emily | Social Care @ Shopify 
 - Was my reply helpful? Click Like to let me know! 
 - Was your question answered? Mark it as an Accepted Solution
 - To learn more visit the Shopify Help Center or the Shopify Blog

PWM
Tourist
3 0 17

You didn't answer my question, you just restated what I told another user. Nobody has addressed the original request of this thread. Shopify does not provide an easy or convenient method of viewing all costs associated with Shopify. We have to run around and dig under rocks, and create our own reports. You don't need to know what products I sell; this isn't a chit-chat. This is supposed to be a forum where your customers can get answers.

Janit_Calvo
Shopify Partner
45 0 86

Thanks for the chuckle, PWM. I understand your pain. 

I had to figure it out AGAIN. And again, I had to go to Finances > Payout > do a custom search for 2023 > wait for an email to tell me the file is ready but I have to go to the server to get it bc something is quirky about the deliverability of shopify emails > THEN import it into my Excel > and do a sum of the 'Fees' column. 

Because I have all the time in the world... 

Hey Shopify, WHY this is so hard to implement within Shopify?

 

Maybe you don't want us to see the fees we pay - using these hurdles to try to deter the determined?? 

Can't see another reason unless someone else has a reasonable explanation - ?