Viewing and exporting your Shopify Payments payout details
The Payouts page displays your previous and next payout. If you've scheduled your payouts, then the estimated date that you get paid is displayed. You can view the available balance for your next payout and any funds held in reserve. You can also export your transactions as a CSV file to view the total fees for each payout and pending transaction.
On this page
View your payouts
You can view your scheduled payout balance and payout schedule from the Shopify admin. Payments are synced with their orders. This makes it easy to find how much you receive for an individual order.
Steps:
Payout status
The All payouts section of the Payouts page lists all of your payouts and their current status:
| Status | Description |
|---|---|
| Scheduled | The payout is in the process of being sent to your bank account. |
| Paid | The payout was sent to your bank. This doesn't mean that you have the funds in your bank account. Your bank might still need to process and deposit the funds into your account, which typically takes between 1-3 business day depending on your bank. |
| Failed | Your bank failed to successfully process the payout, and the funds weren't deposited. You should follow the prompts in your Shopify admin to learn about next steps. |
View a specific payout
You can find the details of a specific payout in the following ways:
- In the payout schedule, click the amount of the payout.
- In the All payouts section, click the date of the payout.
The Overview section shows the following information about the payout:
- the total amount of the payout
- the payout status
- the bank account that the payout is transferring to
- the transfer reference number (where available)
- a breakdown of the charges, refunds, adjustments, and reserves
The Transactions section shows the details of each transaction included in the payout.
For more information about the status of a specific payout, you can reach out to the bank connected to your Shopify Payments account and provide them with the payout's transfer reference number.
View all transactions
Clicking Transactions on the Payouts page lists all transactions associated with all of your payouts.
Transactions share the same status as payouts with the addition of the Pending status. Transactions marked as Pending are for sales that you've made, but that haven't been sent to your bank account yet. The Payout Date for pending transactions is an estimate only.
Export your transactions
The total fees for each payout and pending transaction are displayed in the Transactions table. You can export your transactions to a CSV file.
Steps
- From your Shopify admin, go to Settings > Payments > View payouts.
- Click View Transactions.
- Click Export.
- Select the range of transactions you want to export and the type of CSV file, then click Export balance transactions.
The CSV file will contain the following information:
| Transaction Date | The date and time that the transaction occurred, including the time zone. Example: 2017-06-20 11:26:40 -0400
|
| Type | The type of transaction. Example: adjustment or refund
|
| Order | The number associated with the order. |
| Card Brand | The type of card used for the transaction. Example: visa
|
| Card Source | The method by which the card was charged. Example: swiped
|
| Payout Status | The payout status of the transaction. Example: pending
|
| Payout Date | The date of the payout. |
| Available On | The date that the payout will be available. |
| Amount | The amount of the transaction. |
| Fee | The fee applied to the transaction. |
| Net | The difference between the amount and the fee. |