Enhanced CSV Exports for Transactions, Orders & Subscriptions

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

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: 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 for multiple products and their corresponding tax entries 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 total (including subtotal, discount, and taxes), while Paid reflects the actual transaction amount (including payments, tips, and processing charges)
  • Payment Method included at the export level (e.g. Card, PayPal, ACH, Wallet, Manual)
  • Better handling of Amount dues; negative values for invoice discounts have been removed, and redeemed gift cards are included in the 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

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

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

This update enables:

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

We plan to continue improving financial reporting with export performance enhancements for large data sets.

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