Invoice for Shopify Payment Charges?

[Ivar1]

Hi there,

I was wondering where I can see/download the invoice for the charges that Shopify Payments charges me. I am aware of the invoices we can get from the Billing section, but these invoices does not include the expense I have from using Shopify Payments. 

Example: I sell for €100,- on the store and I use Shopify payments. Shopify charges me a % fee for the transaction and send me (let's say for example) €95,-. 

A fee is deducted for each sale I do, and this sums up to quite a bit over a month. I need an invoice for these fees. They are not charged to my card, they are deducted from the payments you send me. 

By the way, I have seen the section where I can download the list of fees that I pay, but I am looking for an invoice for these fees? 

Hope this makes sense and hope you can help. 

Thanks,

Ivar

[Warren_Alsop]

Hey Ivar,

The payments fees can be found in your Payment Providers section. To get there:

- click 'Settings'
- click 'Payment Providers'
- click 'View payouts'

You will be taken to a page which gives you a list of the payouts Shopify will be have sent to your bank account each day. You can then click on any particular date and it will give you a breakdown of the payments and fees. You can then export this data.

If you have an online accounting system - e.g. QuickBooks - it is possible to have this information automatically uploaded from Shopify and fed into your account system each day, thus saving you the time, manually recording these fees.

[Ivar1]

Hi there,

Thank you, I know this.. I need an invoice for these fees? 

[Warren_Alsop]

Shopify does not provide a separate invoice for these fees.

[Ivar1]

So... they charge me money for a service and are not able to give me an invoice? 

[Jason]

If you're hoping to understand your bill a little better there is this page:

https://help.shopify.com/en/manual/your-account/manage-billing/your-invoice/charges

Is there something missing in that you're needing?

[Ivar1]

Here is my problem... my accountant need an VAT invoice for the service that "Shopify Payments" are providing. They charge me a fee for each transaction (this is fine), but I need an invoice for these fees... these fees are not included in the regular invoice that we get in the admin panel  (Settings > Billing)

So basically, from what I can see (please correct me if I am wrong) I am charged with a fee, and Shopify can not give me an invoice for these fees. That is a problem for me.. 

Hope to get some help.

Ivar

[Ivar1 · Accepted solution]

Me again... I found it... these invoices can be found here under the "Documents" link in the Payout section

[Warren_Alsop]

Glad you found what you were looking for.

[eCommAccountant]

You get these details by orders from the Shopify reports they provide.

[DmcD]

Legend! I needed to know this too. Thank you!

[eod_42]

This not solved.  HMRC will not accept a spreadsheet just showing the fees taken from each transaction, which is the spreadsheet you get when you download from the Payment screen.

Shopify supply a service by charging a fee to use Shopify Payments, it is for example 2.2% + 0.20p per order.

HMRC requires the following on an invoice for supplying a service.

Your invoice must include:

• a unique identification number
• your company name, address and contact information
• the company name and address of the customer you’re invoicing
• a clear description of what you’re charging for
• the date the goods or service were provided (supply date)
• the date of the invoice
• the amount(s) being charged
• VAT amount if applicable
• the total amount owed

Shopify use Stripe to process Shopify Payments and we also use Stripe for other websites and we receive a monthly invoice from Stripe which show these charges.

Shopify are in the wrong in not producing an invoice for a service they provide and HMRC will catch up with them.

[eCommAccountant]

Import your orders into your accounting software, for example Quickbooks
online as a sales receipt, then you'll have the document you need. Deb

[Ivar1]

I believe you will find the VAT invoice as a pdf document here under "Documents" 🙂

Settings > Payment Providers > View payouts > Documents (see below)

[BriefsGuydotcom]

I don't have the Documents option - any ideas?

[Dakota_G]

We are having the same issue. We were told that the Documents link doesn't exist as we are not being charged tax. Did you ever get a fix for this?

[ionuts]

Hello !

You need to go to admin/settings/billing/history; you will see the list of your payments and you'll be able to download it;

please see the screenshot. I hope this is what you're looking for.

[manjsohal]

Hi, as previously mentioned, this screen does not provide an invoice of fees taken for Stripe transaction charges.

I don't believe this issue is resolved... has anyone had any luck finding these invoices?

[Locomocean]

I have the same problem, why does shopify not provide this? 

[thilonieke]

thank you so much 🙂 i searched for an hour now... 😄 and sent also a message to support... because its only document so i did not notice it... 🙂