How to Export a Payouts Report

The Payouts Report allows you to download transaction data related to invoice payments. This is useful for reconciliation, accounting, reporting, and auditing purposes.

Follow the steps below to export a CSV file of selected payout transactions.

1. From the StoriiCare Dashboard, go to Billing.

2. Click on the Payouts tab.

3. Click the Multi Select button in the top-right corner.

4. Check the boxes next to the invoices you want to include in the report.

5. Click Bulk Actions in the top-right corner.

6. Select Export Transactions CSV.

7. Click Submit.

Your CSV file will download and can be opened in Excel, Google Sheets, or other spreadsheet software.

The exported CSV includes the following data fields:

• Amount – Total payout amount

• Currency – Currency used for the transaction

• Invoice ID – Unique invoice reference

• Payer – Name of the individual or organization who paid

• Payment ID – Unique payment transaction identifier

• Available On – Date funds became available

• Created – Date the transaction was created

• Category – Type of transaction category

• Status – Current status of the payout

• Type – Payment type

• Payment Processing Fee – Fee charged for processing the payment

• Amount Paid by Payer – Total amount paid by the payer

Need More Help?

If you need further assistance, you can reach out to our support team by emailing support@storii.com. Our support team is ready to help you with any questions or issues you may have.