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You can export detailed invoice information as a CSV file, directly from the Orb UI.  Orb supports two CSV file types:
  1. Invoice CSV export: invoice and credit note details at the record level
  2. Invoice line item CSV export: invoice and credit note details at the individual line item level
Exports are ideal for:
  1. Reconciling transactions with other systems
  2. Performing custom financial analyses
  3. Sharing records with external teams or auditors
How it works:
  1. Navigate to the Invoices page in Orb.
  2. Apply any filters (e.g., invoice date range, customer, invoice status), or select individual invoices to narrow down your dataset.
  3. Click “Export” for the Invoice CSV. Click “Export line item detail” in the overflow menu for the Invoice line item CSV. 
Invoicecsvdownloads Pn

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Invoice CSV

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

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Invoice line item CSV

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