Export payout statements

Last updated: August 4, 2026

You can now view and export payout statements and associated invoices from the Payouts section to download financial records for your accounting needs. This includes options to view and download individual statements and invoices, as well as access associated orders directly from payouts. Please note that non-positive payout runs are now deferred, and per-order payouts are restricted to installers. Installer payouts are automatically adjusted (clamped) to ensure the operator's residual balance does not become negative. Even zero-amount payouts for clamped orders are now automatically booked and included in payout statements, ensuring all associated fees are documented. Additionally, zero-amount payouts with no associated orders are ignored when determining if a monthly payout group is fully paid out. These statements now accurately reflect payouts split per individual payment, especially for orders with multiple payments, and include adjustment credits, providing a more accurate financial overview. Transfer account statements now also include value dates, which represent when funds actually move or become available, providing more precise financial reporting. Payout statements now use the organization's legal name. Order owners can now see all payouts associated with an order, including those to external actors. Additionally, detailed transaction data (CSV) now includes an 'OrderExternalId'-column and a description for each payment transfer, offering more context for your financial records.

Export monthly payout statements

  1. Navigate to Payouts in the sidebar.
  2. Select the desired month from the available options.
  3. Locate the export options for the selected month.
  4. Choose your preferred format:
    • PDF — for a summary statement
    • CSV — for detailed transaction data
    • SIMPLIFIED CSV — for a simplified version of detailed transaction data
    • ZIP — for a collection of all associated invoices. Transaction fee invoice download options are only visible for months where transaction fees were incurred.
  5. Click the Export button to download the files.

The selected statements and invoices will download to your device.

View and download individual statements and invoices, and access associated orders

In addition to exporting monthly summaries, you can now view and download individual payout statements and invoices, and easily access the orders associated with each payout.

  1. Navigate to Payouts in the sidebar.
  2. Select the desired month from the available options.
  3. Click on a specific payout entry in the list to open its detailed view.
  4. Within the payout's detailed view, you will find:
    • Statement (PDF): An option to view or download the individual payout statement in PDF format.
    • Invoice (PDF): An option to view or download the individual invoice associated with this specific payout in PDF format.
    • Associated Orders: A section or link that allows you to view all orders that are included in this particular payout.

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