Enhanced CSV Exports for Transactions, Orders & Subscriptions

Businesses can now access significantly more detailed, consistent, and reliable CSV exports across Transactions, Orders, and Subscriptions. These upgrades improve accounting accuracy, tax reporting, reconciliation workflows, and downstream data processing.

What’s New?

This release introduces a major revamp to all three payment-related CSV exports — ensuring accurate subtotal calculations, precise tax breakdowns, and

product-level data for every transaction record

Key enhancements include:

Clear Tax Visibility
New breakdown between: Total Tax Amount (Excluded in prices) → taxes added on top and Total Tax Amount (Included in prices) → taxes built into the product price
Fixes inconsistencies between invoice-based and other transactions
Improved handling of multiple tax types on a single order

Rich Product-Level Details

All exports now include:

Line item name, price, quantity, and product ID
Per-product subtotal and discount calculation
Invoice related discounts in the same column as product discounts (In the Transactions CSV)
Multi-row format when multiple products and their corresponding tax entries exist per order/transaction/subscription
Enables correct financial allocation

Improved Payment & Status Clarity

Total Amount Paid vs Total Amount Due to clarify partial payments where Amount Due reflects the original amount due (considers subtotal, discount and taxes) and paid reflects the actual transaction amount (considers the payment towards due along with tips and processing charges)
Payment Method included at export level (e.g. Card, PayPal, ACH, Wallet, Manual)
Better handling of: Amount dues, Negative values for invoice discounts removed and Redeemed Gift Cards (included in Transactions CSV)

Correct Handling of 0 vs Blank Values

Businesses can rely on:

0 (zero) shown only when the field exists but the amount is zero
Blank shown only when the field is truly not applicable

(Prevents reporting errors in Excel → SUM, COUNT, pivots, etc.)

Ensures:

Consistent column ordering
Stable formatting for BI pipelines or downloadable audit trails

Why It Matters

This update enables:

Easier reconciliation with accounting systems
More accurate tax reporting — especially for mixed inclusive/exclusive taxes
Product-level revenue breakouts for finance teams

What’s Next?

We plan to continue improving financial reporting with Export performance improvements for large data sets

Visuals: