Export payment data to a spreadsheet

Every payment figure Installer.com holds can be pulled out as CSV, which opens in Excel, Numbers and Google Sheets and imports into most accounting systems.

Which export you want

You want	Download
One payout reconciled against its orders	Payout Statement (CSV) on the payout row
A whole month in one file	Monthly Statement (CSV) on the month header
The fees you were charged in a month	Transaction Fee Invoice (CSV) on the month header
Offers, filtered however you like	Download CSV in Wallet → Offers

Payout and monthly statements are available once the payouts are Paid out.

The offers export

Wallet → Offers has a download button to the right of the filter toggle. It exports exactly what the list is showing, so set your search and filters first. Filtering by payout reference, payout status or installer before exporting is usually faster than filtering in the spreadsheet.

Column	Contents
Created, PaidAt	Dates as yyyy-mm-dd
OrderDisplayId, OrderName	The order
OfferStatus	Confirmed, unconfirmed, rejected or other
CustomerName, InstallerName	The parties
Currency	Three-letter code
PayerTotalAmount	What the customer pays
InstallerPayoutAmount	What the installer is paid
OrgPayoutShare	Your own share, excluding externally paid items
PaymentStatus, PayoutStatus	Where the money is
PayoutReferences	The payouts the offer was paid in, space separated

Money taken but not yet paid out

This is the export to use at period end, and it is the one an accountant asks for. Set three filters in Wallet → Offers:

Filter	Set it to
Paid	On or before the last day of the period
Payment status	Paid
Payout status	Pending approval, and again for Pending payout

Then Download CSV. What you get is every offer the customer has paid for that has not reached anyone’s bank account yet. Each row carries InstallerPayoutAmount and OrgPayoutShare.

Run it on the day you close, not weeks later. The payout status is the status now, not the status on the date you filtered by. An offer paid out since then has moved out of the result.

One export holds at most 10,000 offers. Past that it refuses rather than give you a short file that looks complete. Narrow the filter, by date range for example, and try again.

The payout statement export

One row per invoice line, which is the level bookkeeping works at.

Column	Contents
PayoutReference, PayoutDate	The payout, matching your bank statement
OrderDisplayId, OrderExternalId	The order, and its id in your own system
InvoiceNumber, InvoiceDate	The invoice the line settles
InstallationService	What was installed
CustomerName, Address, InstallationDate	The job
CustomerPaidAmountIncVat	What the customer paid, including VAT
TransactionFee	The fee deducted
NetPayoutContributionIncVat	What this line contributes to the payout
VatPercent	The VAT rate
InstallerName, InstallerOrgNumber	The installer who performed the work
InstallerShareAmountExVat	Their share, excluding VAT

How to reconcile it

Sum NetPayoutContributionIncVat down the column. That total is the payout, and it is the figure to tie to the bank line.

Do not try to derive it across a row. The other money columns are context, not terms in one equation:

Column	What it is for
NetPayoutContributionIncVat	The only column that sums to the payout
CustomerPaidAmountIncVat, TransactionFee	Context on the order, for the party entitled to see them
InstallerShareAmountExVat	A helper, so you do not have to divide VAT out yourself

The statement export carries no currency column, because one payout is one currency. The currency is on the payout itself in Wallet → Payout overview, and on the statement PDF. The offers export does carry Currency, because it can span several.

A blank money cell means the figure is not yours to see, not that it is zero. On a statement for your share of someone else’s order, the customer amount and the fee are blank. Those belong to the party that owns the order.

The monthly statement uses the same columns, with the payouts in the order the bank booked them. The transaction fee export uses its own: Period, OrderDisplayId, InvoiceNumber, InvoiceDate, PaymentMethod, PaymentReference and FeeAmount.

The simplified format

If you only need what you were paid per order, there is a six-column layout: PayoutReference, PayoutDate, OrderDisplayId, OrderExternalId, InvoiceNumber and PayoutAmount.

It applies to statements for your share of someone else’s orders. A statement for orders you own has no simplified form, so it comes in the full layout even when the simplified format is selected.

It carries no VAT column. If your bookkeeping needs the VAT split, use the default layout instead.

Get the CSV by email

Under Settings → Payments, set Payout statement CSV format to Default or Simplified. A CSV in that format is then attached to every payout statement email, so the numbers arrive without anyone logging in. Set it to None to send the PDF alone.

Opening the file

• Every export starts with a UTF-8 byte order mark. Excel then reads characters like æ, ø and å correctly, with no import settings.
• Amounts use a full stop as the decimal separator and two decimal places. If your Excel uses a comma, do not double-click the file. Open it through Data → From Text/CSV and set the decimal separator there.
• The two exports use different date formats. Statements use d/m/yyyy, the offers export uses yyyy-mm-dd. Check which you have before you sort or import by date.
• A name that starts with =, +, - or @ gets an apostrophe in front. This stops a spreadsheet from reading it as a formula. Strip it if you re-import the data somewhere else.