Where to find thes Invoices for the Payment Fees?

[bo_ma_tes]

Hello everybody,

when somebody orders for $100, the payout is, lets says, $95.

I need an invoice from Shopify with the $5 fees, but I cant find anything in the profile/invoice and therefore I have no clue how to put it in my books.

Especially when I get a lot orders, it make no sense to book each and every order by hand deducted by the fees.

Is there a way to get an invoice over the transaction fees or any kind of bill? CSV/Excel won't be enough.

Or can I download an invoice of every order that shows the payout deducted by the fees?

Thanks in advance,

Boris

[Nick]

Hi @bo_ma_tes,

Nick here from Shopify. 

Just to confirm, are you talking about the credit card fees you pay to Shopify Payments? If so, I looked into this for you and Shopify doesn't have invoices for these, but more a statement from your account summary. You can see this by going to your Billing Settings > Finance Overview. Here you will be able to see all the fees which you can sort by date and print the statement. It will look something similar to the screenshot below: 

Hope this helps and answers your question. 

All the best, Nick

[EFIZ]

Hello!

I have the same problem.

My accountant needs a Shopify document mentioning its VAT, address etc that shows all paid fees.
Billing overview shows all kinds of financial information but does not mention any Shopify information we can use.

In a previous post someone mentioned that we can find such a document in “Payout section” under “Documents” but unfortunately I cannot find any “Documents” section in my “Payout section”.

[Nick]

Hi @EFIZ,

In the "Payout Section" you should see the "Documents" tab in the top left of the page as seen in the screenshot below: 

Can you let me know if it shows up for you there, please? 

[EFIZ]

Hello!

Thank you for your immediate response!

Is it possible to attach the screenshot that you mentioned?

Please note that my shop is located in Greece, so I am not eligible to
Shopify Payments. I chose "paypal express checkout" as payment provider, my
first payment to shopify was on 2/07/19 and the truth is that I dont even
see "Payout section" on my "Payment provider" page.

[Nick]

No problem at all @EFIZ.

Ah ok, if you are just using PayPal, then there wouldn't be a direct "Payout Section" in your Shopify admin as the payouts would be directly for Shopify Payments in this case. If you are using PayPal you should be able to see the payouts or any documents for this directly through your PayPal profile. 

[EFIZ]

Yes I understand that. This makes sense but my problem is that when I paid
my subscription to Shopify, they charged 9$ to my credit card. I need an
invoice for these 9$ that mentions shopify’s VAT address etc.

[Nick]

Ah ok, I looked into this for you and found out that Shopify doesn't charge VAT for Greece and from what you've mentioned it seems like the $9 is for your plan. I'm guessing you're on the Lite plan? 

Just to remember that Shopify's invoice won't mention VAT as we don't charge VAT in Greece, so it will say that it's not a tax invoice. 

Should you need it for any reason here is Shopify's VAT details:

Shopify International Limited

2nd Floor, 1-2 Victoria Buildings,

Haddington Road, Dublin 4, D04 XN32

Ireland

IE 3347697KH

Hope this helps!

[EFIZ]

Hello again

I am a bit cofused here. The billing info mentions that shopify is based in
Canada right? However you provide me with info mentioning Shopify's
presence in Ireland.
If you are based in Canada I dont have to declare this billing document
through VIES system.
If you are based in Ireland I have to declare it. This sytem will cross
check if the VAT of Shopify in Ireland has declared the same billing as the
VAT of me in Greece.

My question is will Shopify declare this 9$ bill through VIES system or not?

Thank you in advance

[Nick]

Hello, again @EFIZ, 

Yes, that's correct, Shopify's HQ and primary business address is based out of Canada. I mentioned the Irish presence as you said you needed an invoice with the VAT address and as Ireland is where the Shopify European address is, it would be considered the main Shopify VAT address for Europe.

To answer your question, since you are being billed from Canada right now (all Shopify store owners are billed out of Canada, except Irish ones because of the address shared above) soI don't think there is a need for you to declare the $9 through VIES for that reason.

[Matthew_Harper1]

Hi Nick

I am trying to find a statement that shows the fees paid to Shopify, with VAT.

On your post on 07-11-2019 at 07:07 AM you have a screenshot of the Payouts section, and it has a link called Documents.

On my site, the Documents link is missing. Please could you help? I am based in the UK and use Shopify Payments.

Thanks

Matt

[EFIZ]

That is clear. Thank you very much!!

[Nick]

Hi @Matthew_Harper1,

As you are from the UK, you wouldn't need any of the tax documents from that tab. Only stores which would need them would have this tab show up. You wouldn't need pay VAT on your fees with Shopify since Shopify doesn't charge VAT in the UK. 

To access your invoices you can do this by taking the following steps in your admin: Admin > Settings > Billing > Bills. 

Shopify has a guide going through everything you need to know about your bill also which you can see here. 

Hope this helps! 

[Atishoo]

Following on from this I'm just sorting out my VAT return. I'm based in the UK and this thread suggests VAT is not charged to UK based businesses. Except from August 2019 my invoices are now showing Shopify International Limited (previously they were Shopify Inc) and they now state that reverse charge VAT should be accounted for. Also the invoice is still in US dollars even though it's coming from Ireland. This is very confusing. Can anyone advise whats going on.

[mrmreisman]

How can I get last years finance report? It says I can only get the last 90 days. 

[Nick]

Hi @mrmreisman,

At this time, the finance report in Settings > Billing is limited to 90 days. However, you can manually collect the data for further back but it is a little labor-intensive. These are some examples of some of the ways you could add it up should you want to go this route. 

• Fees -  (apps/shipping/subscription/taxes) which you can export as individual invoices and then add up. 
• Shopify Payments Payouts - You can look at the payout or even further breakdown in your transaction view of your Shopify Payments (where you can filter by date if you wish) and export as a CSV
• Capital - and they can view your capital history (if you have any) and export that as a CSV too

I completely understand that this is not ideal and time-consuming. I will pass this feedback on and submit a feature request on your behalf.