Exporting your Shopify bills

You can export a single Shopify bill or you can export your detailed billing statement history for a specific date range from the Settings > Billing section of your Shopify admin.

You can also create an expense report for your Shopify account, and download or print a statement of charges.

Export a bill

To keep a record of your bills and access a detailed breakdown of your charges, you can export bills in either CSV or PDF format. If you choose PDF, then the exported document contains the following sections:

• An overview of the charges on your bill
• A detailed breakdown of all the charges on your bill

The overview section provides a summary of the total amount for the bill, along with a calculation of how the total amount is added up from your Shopify subscription cost, app charges, other charges, and taxes. You can find important details such as billing periods, your store name, payment method, and the types of charges. This section might also include notices regarding upcoming payments or specific requirements, such as reverse charge VAT for certain regions or countries.

Steps:

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

2. In the Past bills section, click the bill that you want to export.

3. Click Export bill.

4. In the Export bill dialog, select either of the following document options:

   • CSV for Excel, Numbers, or other spreadsheet programs
   • PDF

5. Click Export bill.

Tip

If you print a PDF bill, then you can save paper by printing only the overview page. Choose page one as the print range in your printer's dialog to print only the overview page.

Export your billing history

To view or save your Shopify account's billing history, you can export your bills as a CSV file. The CSV file is sent to the email address on your Shopify account. You can export your billing data over any time range, going back to the date that you created your Shopify account.

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, select either of the following options:

   • To export only the bills that you can view in the first page of the table in the Past bills section, select Current page.
   • To export bills from from a start date and end date that you set, select Bills by date.

4. Click Export bills.

Create an expense report

The expense report feature lets you export charges based on their respective charge dates. The expense report CSV file is sent to the email address on your Shopify account.

Steps:

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

2. In the Past bills section, click … > Create expense report.

3. On the Expense report page, customize your report:

   1. In the Report details section, click the Charge categories drop-down menu, and then select the charge categories that you want to include in your expense report.
   2. In the Date range section, click the Duration drop-down menu, and then do either of the following:
      • Select Last 7 days, Last 30 days, Last 90 days, or Last 365 days.
      • Select Custom, and then use the calendar to set a Starting date and an Ending date.

4. Click Export Report.

Understanding your expense report

The expense report that you export includes details such as charge categories and a date range.

• Bill date: This is the date when a charge was added to your bill, and when taxes were calculated and payment was processed. For example, 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.
• Product category: Examples include apps, subscription costs, shipping fees, transaction fees, and domain fees.

View charges in a specific time frame

You can view a Statement of charges billing report that summarizes all the charges on your Shopify account for any date range within 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. Optional: To view charges in a specific time frame, click Last 90 days, and then do either of the following:

   • Click the Date range drop-down menu, then select one of the pre-defined date ranges, and then click Apply.
   • Use the calendar to select a start date and an end date for a custom date range, and then click Apply.

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