Load the Shopify Payments transactions export as a CSV. For each payout you see how much was sales, refunds, chargebacks, adjustments and Shopify fees.
The file is read in your browser only. Nothing is uploaded or stored. The tool doesn't read order numbers or card details in the file.
To get the file: in your Shopify admin, go to Finance > Payouts, click View transactions, then Export, and pick a CSV file type. Shopify emails you the file.
Shopify Payments doesn’t send each order’s payment on its own. It collects payments, takes out its fees, refunds and chargebacks, and pays out the rest. In the tool’s sample, that’s $442.99 in sales, minus a $64.99 refund, minus $13.74 in Shopify fees: $364.26 reaches the bank.
For your books, that one number isn’t enough. You need the sales, the refunds and the fees separately, and only the transactions behind the payout have them.
From your Shopify admin, go to Finance > Payouts.
Click View transactions, then Export. Pick the date range and a CSV file type. Shopify emails you the file.
You see each payout with its sales, refunds, chargebacks, adjustments and fees, and can save the breakdown as a CSV.
Each sale is income at its full amount, on its own day. Shopify’s fee is a separate expense, and a refund reduces your sales. The payout itself isn’t income: it only moves money from your Shopify Payments balance to your bank account, so record it as a transfer between your own accounts.
Heft reads Shopify Payments directly, read-only. It matches every payout to the sales, fees and refunds behind it and finds the deposit in your bank account. Heft also reads Stripe and WooCommerce, but not PayPal, Amazon, eBay or Etsy yet.
In the United States, the minimum settlement time is 3 business days, and there is no minimum payout amount. You can choose daily, weekly or monthly payouts. Shopify says payouts typically arrive 3 to 5 business days after the customer’s payment is captured, and that banks usually need 24 to 72 hours to deposit the funds (Shopify: payouts in the United States).
Before it pays out, Shopify deducts its processing fee on each payment, refunds and chargebacks. Adjustments, such as the chargeback fee, and reserves can change the amount too (Shopify: lower payouts). A chargeback costs $15 in the United States (Shopify: chargebacks). Card rates depend on your plan (Shopify pricing).
The tool reads the Shopify Payments transactions export. That file has no payout ID, so the tool groups transactions that share a payout date. Sales through other payment providers aren’t in it. Sources checked November 9, 2026.