Viewing or exporting your Shopify bills

It's important to have a clear view of your billing details to manage your finances effectively.

View your upcoming bill

You can view any charges that will be included in your upcoming bills in the Billing settings page in your Shopify admin. To learn more about how you're billed for these charges, refer to About billing thresholds.

Steps:

  1. From your Shopify admin, go to Settings > Billing.

  2. In the Current billing cycle section, click View details.

View past bills

If you need to review your billing history, then you can view past bills.

Steps:

  1. From your Shopify admin, go to Settings > Billing.

  2. In the Past bills section, you can view your billing history over a specified time frame.

Credit notes

A credit note serves to cancel a portion or the entirety of a bill that's been issued to you. If you haven't paid the bill yet, then the amount specified in the credit note is automatically deducted from your total amount due. In case you've already settled the bill, you might receive a refund equivalent to the credit note total.

Download credit note

  1. From your Shopify admin, go to Settings > Billing.

  2. In the Past bills section, select the bill that has a corresponding credit note.

  3. In the Your account was credited [amount] on [date] section, click Download credit note. The credit note is downloaded to your device in PDF format.

Account credits

Each billing account maintains a balance. The positive balance is used to offset future invoices until the positive balance reaches 0. When an invoice indicates that Shopify owes you, the credit note adjusts the payment process, making invoices cheaper or fully paid based on the owed amounts.

Opting for a refund in the form of account credits automatically deducts these credits from your next bill's balance. For instance, if your account receives a $40 USD credit after the billing cycle from January 1, 2024, to January 30, 2024, this credit is applied to the following bill, covering the period from January 31, 2024, to March 1, 2024.

View charges in a specific time frame

The statement of charges provides a detailed overview of all charges incurred by your Shopify account in the last 90 days. This includes subscription fees, app charges, shipping fees, and third-party transaction fees

Steps:

  1. From your Shopify admin, go to Settings > Billing.

  2. In the Statement of charges section, click View summary.

  3. In the Statement of charges page, select a time frame using the date range drop-down menu to view all charges within that time frame. Data is available only for the last 90 days.

  4. Click Apply.

  5. Optional: To export or print your statement of charges, click Export or Print.

Export billing history

To view or save your billing history, you can export bills to a comma-separated value (CSV) file. The CSV file is sent to the email address linked to your Shopify account. You can export your billing data over any period, back to the date your Shopify account was created.

Steps:

  1. From your Shopify admin, go to Settings > Billing.

  2. In the Past bills section, click ... > Export bills.

  3. In the Export bills dialog, choose to either export bills based on the Current page or Bills by date to select a date range.

    • If you select Bills by date, then you can select to export bills from the past 7, 30, 90, or 365 days. You can also select a custom start and end date.
  4. Optional: To export specific bills, use the checkboxes to select the bills.

  5. Click Export bills.

Create an expense report

The expense reporting feature lets you export charges based on their respective charge dates. This report includes details such as charge categories and date range. The expense report CSV file is sent to the email address associated with your Shopify account.

Steps:

  1. From your Shopify admin, click Settings.
  2. In the Organization section, click Billing.
  3. In the Past bills section, click ... and then click Create expense report.
  4. In the Expense Report page, customize your report by selecting specific stores, charge categories, and dates.
    • In the Report details section, use the Charge categories menu to search for or select charge categories.
    • In the Date range section, use the Duration menu to create an expense report from the past 7, 30, 90, or 365 days. You can also select a custom start and end date.
  5. After you've configured your report, click Export report.

Understanding your expense report

  • Bill date: This is the date when the charge was added to a bill, taxes were calculated, and payment was processed. For instance, if you bought a shipping label on November 14, but it was included in a billing cycle ending on November 28, then the bill date is November 28.
  • Charge category: Examples include App, Subscription, Shipping, and Transaction Fees.
  • Charge date: This is the date when the charge was initiated. For example, if you purchased a shipping label on November 14, then the charge date is November 14.
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