Financing, tax rates, and accounting
I need a pay-out report that shows me which orders are within each pay-out, and the fees.
This must already exist, where can I find this?
Ian
Hi, @UnitedFlags.
Thank you for your message, I would be happy to help you out with this. You can certainly view this information, the easiest way to do this would be:
- From your Shopify Admin, go to Settings > Payments.
- In the Shopify Payments section, click the View payouts button.
Here you will see a breakdown of your previous and upcoming payouts and the orders that they relate to. Feel free to reference our handy Payouts guide here, for more information. You can also view key financial information when viewing your Financial reports, we have a handy guide here, that will walk you through how to access this information within your account.
I hope this information helps you out moving forward, please do not hesitate to reach back out to me here with any questions you may have!
To learn more visit the Shopify Help Center or the Community Blog.
Under the Admin homepage: go to Finances > Billing.
Under Recent Bills, click "View all Billing History"
Now the key is to Export to CSV File at the top.
Click Bill by Date > Export Bills.
Once you have the Excel file open, it will break down all charges by Shipping, Apps, etc. and you can view the report as needed for Accounting.
This does NOT show the charges for payment processing = how the heck can I find those without opening every single transaction!?
Is there a solution to this?
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