CSV downloads

You can export detailed invoice information as a CSV file, directly from the Orb UI. Orb supports two CSV file types:

Invoice CSV export: invoice and credit note details at the record level
Invoice line item CSV export: invoice and credit note details at the individual line item level

Exports are ideal for:

Reconciling transactions with other systems
Performing custom financial analyses
Sharing records with external teams or auditors

How it works:

Navigate to the Invoices page in Orb.
Apply any filters (e.g., invoice date range, customer, invoice status), or select individual invoices to narrow down your dataset.
Click “Export” for the Invoice CSV. Click “Export line item detail” in the overflow menu for the Invoice line item CSV.

Invoice CSV

Column Name	Description
Invoice ID	The ID of the invoice.
Invoice date	The invoice document date set on creation.
Net invoice amount	The total amount due on the invoice, inclusive of all invoice calculations, excluding tax.
Net amount	The total amount on the invoice, inclusive of all invoice calculations and credit notes, excluding tax.
Total tax amount	The total tax amount applied to the invoice.
Currency	The real-world invoicing currency for this invoice.
Invoice number	The identifying invoice number.
External customer ID	The external ID of the customer.
Customer ID	The Orb ID of the customer.
Customer name	The name of the customer.
Customer tax code	The tax code applied to the customer. (optional)
Customer tax ID	The tax ID associated to the customer. (optional)
Due date	The time the invoice must be paid by. (MM/DD/YYY)
Invoice status	The current status indicator for the invoice.
Subscription ID	The ID of the subscription. This value is null for one-off invoices.
Paid at	The time that the invoice was paid.
Payment failed at	The time the invoice payment failed.
Plan ID	The ID of the plan. This value is null for one-off invoices.
Plan name	The name of the plan.
Invoice type	The type of invoice (one-off, recurring, partial).
Customer email	The email of the customer.
Credit note date	The credit note document date set on creation. (MM/DD/YYY)
Credit note ID	The ID of the credit note.
Credit note number	The unique identifier for credit notes.
Credit note amount	The total amount to be credited.
Credit note type	The type of credit note (refund, adjustment).
Credit note reason	The reason for the credit note. (optional) (Duplicate, Fraudulent, Order change, Product unsatisfactory.)
Credit note status	The current status indicator for the credit note.

Invoice line item CSV

Column Name	Description
Invoice ID	The ID of the invoice.
External customer ID	The external ID of the customer.
Customer ID	The Orb ID of the customer.
Customer name	The name of the customer.
Invoice number	The identifying invoice number.
Invoice date	The invoice document date set on creation. (MM/DD/YYY)
Due date	The time the invoice must be paid by. (MM/DD/YYY)
Memo	The optional memo for the invoice.
Line item name	The name of the invoice line item.
Invoice line item start	The start date of the associated line item. (MM/DD/YYY)
Invoice line item end	The inclusive end date of the associated line item. (MM/DD/YYY)
Quantity	The quantity of the associated line item.
Gross amount	The subtotal, or list price, of the associated line item, before any adjustments.
Gross amount currency	The pricing currency of the associated line item. This can be a custom pricing unit.
Prepaid credits applied amount	The total amount of credits applied to the associated line item.
Prepaid credits applied amount currency	The pricing currency of the credits applied. This can be a custom pricing unit.
Net invoice line item amount	The total amount of the associated line item, inclusive of all invoice calculations, excluding tax.
Net amount	The total amount of the associated line item, inclusive of all invoice calculations and credit notes, excluding tax.
Tax amount	The total tax amount applied to the line item.
Invoice currency	The real-world invoicing currency for this invoice.
Invoice status	The current status indicator for the invoice.
Subscription ID	The ID of the subscription. This value is null for one-off invoices.
Paid at	The time that the invoice was paid.
Plan ID	The ID of the plan. This value is null for one-off invoices.
Plan name	The name of the plan.
Invoice type	The type of invoice (one-off, recurring, partial).
Customer email	The email of the customer.
Credit note date	The credit note document date set on creation. (MM/DD/YYY)
Credit note ID	The ID of the credit note.
Credit note number	The unique identifier for credit notes.
Credit note amount	The total amount to be credited for the associated line item.
Credit note amount currency	The pricing currency of the associated line item to be credited. This can be a custom pricing unit.
Credit note type	The type of credit note (refund, adjustment).
Credit note reason	The reason for the credit note. (optional) (Duplicate, Fraudulent, Order change, Product unsatisfactory.)
Credit note status	The current status indicator for the credit note.
Credit note line item start	The start date of the associated line item to be credited. (MM/DD/YYY)
Credit note line item end	The inclusive end date of the associated line item to be credited. (MM/DD/YYY)

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CSV downloads

Invoice CSV

Invoice line item CSV

​Invoice CSV

​Invoice line item CSV

Invoice CSV

Invoice line item CSV