Exporting your Shopify Payments statements
v1.1Updated Sep 4, 2026
Export the last three full months of Shopify Payments activity for your NEXT Payments application.
Before you start
NEXT uses recent Shopify Payments activity during underwriting. Export the data from Shopify admin instead of sending screenshots.
What we need
The last three full calendar months of Shopify Payments activity. The activity report PDF is preferred; a transactions CSV also works.
Who can pull it
A Shopify user with View Shopify Payments payouts access. Other dependent permissions may also be required by Shopify.
Date range
Choose the last three full calendar months. Skip the current partial month.
Where to send it
Use the upload method your NEXT onboarding contact gave you. If your onboarding is in Slack, use the shared channel.
Use Shopify's current permissions
If you cannot open payouts or transactions, ask the store owner to grant the Shopify Payments payout permissions or export the files for you.
Option A: Shopify Payments activity report
Use this period-level report for the underwriting submission. It summarizes starting balance, gross activity, fees, payouts, net movement, and ending balance.
Log in to your Shopify admin
Go to admin.shopify.com/store/<your-store> and sign in with an account that can view Shopify Payments payouts.
Open Finance documents
Go to Finance > Documents, then choose Shopify Payments activity report.
Set the date range
Choose the last three full calendar months. If the store receives payouts in more than one currency, select each payout currency and export it separately.
Export the report
Choose Export to PDF.
Check the files
Confirm that the report covers the right dates and payout currency before sending it.
Balance activity is not revenue
The activity report tracks money moving through Shopify Payments. It is not a revenue statement, and its dates may not match order or bank-deposit reports.
Option B: transaction export
Use this path when NEXT asks for transaction-level detail.
Open payout transactions
Go to Settings > Payments > View payouts, then choose View transactions.
Filter the last three months
Set the date range to the last three full calendar months. Apply any filter requested by your NEXT onboarding contact.
Export the filtered CSV
Choose Export, select the range and CSV type, then choose Export balance transactions. Shopify emails the CSV to you and the store owner.
Send us the CSV
One file covering the full period is fine. If Shopify splits the export, send every file.
What to send us
Format
Shopify Payments activity report PDF, or a transactions CSV if requested.
Time window
The last three full calendar months. Skip the current, partial month.
Channel
Use the secure channel specified by your NEXT onboarding contact.
Don't send
Screenshots. NEXT needs the exported data.
Protect the export
Payment exports contain sensitive business data. Send them only through the channel agreed with your onboarding contact.
Send it via Slack
You already have a shared Slack channel with NEXT
Upload the files to the channel and tag your onboarding contact.
You don't have a shared channel yet
Ask your NEXT onboarding contact where to upload the files. Do not send payment data to an unconfirmed address or channel.
Large files
If an export is too large for the agreed channel, split it by month or ask your onboarding contact for another upload method.
Troubleshooting
"I only see Shop Pay Installments, not Shopify Payments"
Those are different products. If your store does not use Shopify Payments for card processing, tell your NEXT onboarding contact so they can confirm an alternative.
"I cannot open payouts"
Ask the store owner to grant View Shopify Payments payouts access and any permissions Shopify requires with it, or ask the owner to export the files.
"I'm on Shopify Starter or POS-only"
Tell your NEXT onboarding contact. They will confirm which export is suitable for your account.
"My statement covers only a few days"
You probably exported the current partial month by accident. Re-export using the last three full calendar months (skip the one we're in).
"Shopify's UI doesn't match these steps"
Access can vary by role and region. Use Shopify's current payout instructions below or ask the store owner to run the export.
Shopify reference
See Shopify's activity report guide, transaction export instructions, and store permissions reference.
NEXT Payments: getting started
Set up your NEXT Payments account, store gateway, payment methods, and dispute alerts before launch.
Migrating card tokens to NEXT
If you're moving to NEXT with existing card-on-file subscribers held by another processor, such as Stripe, this guide covers how those stored cards move into NEXT's payment vault and how each recurring subscription is re-created on NEXT so renewals keep charging without interruption.