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Exporting invoice payments from Studio Manager

If you want an overview of your past transactions or need to report taxes in Studio Manager, take advantage of the Export option in your dashboard. This article will go over how to export your payment data into a CSV file and outline the information covered.

Note: Pixieset does not file any taxes or remit tax payments on your behalf. If you have questions about collecting or reporting taxes, you should consult with a local tax advisor.

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Exporting your invoice payments

To export payment activity in Studio Manager:

  1. Go to > Payments > Transactions.
  2. Click Export.
  3. Open your CSV file in a spreadsheet software (e.g. Excel, Google Sheets).

Tip: For detailed reports based on your transactions, go to Payments > Reports.

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Understanding the report

Your CSV file will organize details for your invoice payments across the following columns:

  • Client Name: The full name of the client assigned to the invoice (e.g. Jane Smith).
  • Client Email: The client’s email address (e.g. jane@email.com).
  • Invoice #: The invoice number associated with the specific transaction (e.g. 1005).
  • Type: The type of transaction. This will be either “Payment” or “Refund”.
  • Payment Method: The name of the payment method for the transaction (e.g. Credit Card, Cash, etc.).
  • Refunded Amount: The transaction’s refunded amount. If the transaction is a payment rather than a refund, the amount displayed will be 0.00.
  • Total Amount Paid: The transaction’s paid amount. If the transaction is a refund rather than a payment, the amount displayed will be 0.00. This is calculated as follows: Taxable Amount + Tax Amount + Non Taxable Amount = Total Amount Paid.
  • Transaction Fee: Stripe’s processing fee for applicable credit card and bank transfer (ACH) transactions.
  • Net Amount: The total amount paid, after Stripe’s transaction fee is deducted.
  • Tax Percent: Your combined tax rate from the associated invoice (e.g. 5% GST and 7% PST would be displayed as 12%).
  • Tax Amount: The transaction’s total tax amount paid.
  • Taxable Amount: The transaction’s amount that is taxable.
  • Non Taxable Amount: The transaction’s amount that is associated with an item specifically marked as non-taxable.
  • Charge Date: The transaction date (i.e. DD/MM/YYYY).
  • Tip: The tipped amount in the transaction.
  • Discount: The discount amount/percentage set on the associated invoice.
  • Discount Amount: The discount for the payment transaction. This is calculated as follows: Payment Amount x Invoice Discount Amount ÷ Invoice Total = Discount Amount
  • Currency: The currency of the transaction’s associated invoice (e.g. USD).