Invoicing
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
- Reconciling transactions with other systems
- Performing custom financial analyses
- Sharing records with external teams or auditors
- 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) |