Invoice Exports

Invoice Page Exports

What invoices were due last month? Which invoices are due throughout the rest of the year? These questions can be answered with the Invoice export. 

While the Invoice tab is helpful for reviewing detailed invoice data, it is generally not recommended for bookeeping purposes as the data is overly comprehensive. For bookeeping, please use exports from the Reports Tab. If you'd like to import invoices, we include a Quickbooks invoice export and credit memo export there. 

1. Summary Export displays each invoice in a row and provides information about the entire invoice.
   
2. Detail Export shows each item from an invoice on its own row, including a row for “Customer Tip and Fees Coverage,” (when relevant).
   

Summary Invoice Export

1. Subtotal: Dollar amount for all invoice items before discounts and/or tips & fees
   
2. Discount: Amount by which the invoice was reduced by promotional codes
   
3. Tips and Fees: This is what the customer has chosen to pay at checkout (or on each invoice if they choose when paying their first invoice). The total tips and fees are added to the invoice total. This amount is not directly related to the Stripe or Co-op fees, but is 5% of the invoice total + $.30. If this column is zero, the customer did not opt to cover tips and fees, or the invoice was paid in a way where there were no fees to cover, such as offline or with farm credit.
   
4. Total: =subtotal + tips & fees - discounts
   
5. Farm Credit/Stripe/EBT/Cash: dollar amount applied to each payment type. An invoice can be a mix of online payment types. If a customer choose to pay offline, that total will be shown in Cash once you have marked it as Paid in GrownBy.
   
6. Total Refund: Total amount refunded for this invoice, which appears on an additional row.
   
7. Co-op Fee: This platform fee helps the co-op function. Like the Stripe fee, it is taken directly from each credit card payment and is non-refundable. The default percentage is 2%. If the customer pays offline or with Farm Credit, there is no co-op fee associated with the order. If the payment has not been delivered to the farm’s bank account from Stripe, this will show as 0 until the payment goes through.
   
8. Stripe CC Fee: The Stripe fee comes directly from Stripe, and is 2.9% + $0.30. This fee is taken from the payment total. Meaning that the farmer must pay this fee, even if they refund the payment to the customer. If the customer pays offline or with Farm Credit, there is no Stripe fee associated with the order. If the payment has not been delivered to the farm’s bank account from Stripe, this will show as 0 until the payment goes through.
   
9. Net Farm Revenue: this is the amount that is paid to the farmer after tips and fees. It is equal to the total minus the Stripe fee and the co-op fee. For payments via Stripe, this column will match your payouts from Stripe. If the payment has not been delivered to the farm’s bank account from Stripe yet, this will show as blank until the payment goes through.
   
1. Different invoice statuses change the Net Farm Revenue calculation:
   
1. Void: if the invoice has been voided, the Farm Revenue for that item is $0 and the Net Farm Revenue column is blank.
   
2. Paid: The amount paid by the customer minus the co-op fee and Stripe Fee. When paid in cash, there is no co-op or Stripe fee.
   
3. Refunded: In the Summary report, refunds appear on a separate row in red. This negative number will not impact the Net Farm Revenue associated with the original invoice, but it will be deducted if you create a total of the column. Note that in some cases, the refund could be a different amount than the Net Farm Revenue, given fees.
   
4. Due: The cell  is blank when an invoice is unpaid.
   
5. Farm Credit: If the customer used Farm Credit to pay for the invoice the Net Farm Revenue column will be blank since the farm only receives income when the farm credit is purchased, not when the customer uses that farm credit in exchange for goods. 
   

Detail Invoice Export

1. Promo Code: Any code used with this item or on this order.
   
2. Price: This column is the price of one buying unit of the item listed, before any discounts.
   
3. Quantity: The number of units that the customer ordered.
   
4. Location: The location for the order.
   
5. Address: The address for the order pick up, delivery, or shipment.
   
6. Total Price: The price per (column M) times the quantity ordered.
   
7. Discount: The amount the product is reduced by using the Promo Code.
   
8. Fortis Payments: A column for payments from Fortis.
9. Coop and Stripe fees: Because this report puts each item in its own row, the fees have their own row. This row shows as red (negative) in the revenue column because it’s money that the farm doesn’t ever get. If the customer pays offline/Cash or with Farm Credit, there is no co-op or Stripe fee associated with the order. If the customer has chosen to cover fees at checkout, they’ll have a row called “Customer Tip and Fees Coverage” which will be a positive number in the Farm Revenue column.
   
1. Co-op Fee: This platform fee of 2% helps the co-op function. Like the Stripe fee, it is taken directly from each credit card payment and is non-refundable.
   
2. Stripe CC Fee: The Stripe fee comes directly from Stripe, and is 2.9% + $0.30 per transaction. This fee is taken from the payment total. This fee is non-refundable. When you make a refund to a customer, you can choose to refund fees, but the farm is not refunded that money by Stripe.
   
10. Farm Revenue. This column is dependent on the status of the order:
    
1. Void: if the invoice has been voided, the Farm Revenue for the item is $0
   
2. Paid: The Farm Revenue column is the total, minus any discounts.
   
3. Due: Farm Revenue is $0 when an invoice is still due. (Because you don’t have your money yet!)
   
4. Farm Credit: If the customer used Farm Credit to pay for the invoice the Farm Revenue column will be $0.
   
5. Refunded: In this Invoice detail report, refunds appear on a separate row in red. This negative number will not impact the Farm Revenue associated with the original invoice, but it will be deducted if you sum the column. Note that in some cases, the refund could be a different amount than the Farm Revenue, given fees.