Procedure to download invoice detail in .csv format
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I have previously (October, 2016) downloaded detailed PayPal invoice information in .csv format. The .csv file contains 44 fields as follows:
source
date created
time created
invoice date
due date
last payment date
type
status
creator
from email
to email
name
company
invoice number
reference
currency
item date
item name
item description
item quantity
item unit price
item total
discount amount
shipping amount
tax name
tax rate
tax total
custom amount label
custom amount value
total invoice
amount paid
amount paid - paypal
amount paid - external
amount due
amount refunded
amount refunded - paypal
amount refunded - external
transaction id
terms note
customer note
invoice memo
invoice billing address
other recipient details
invoice shipping address
Please show me how to download invoice detail data in this format. I haven't been able to figure it out from the "Reports->Activity Download" area or the old .csv download page, and didn't take notes on the procedure last year. Thank you.
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This is what we do:
Download or export your Transaction History
* Login to your account.
* Click "Activity"
* Under "Simple" "Detailed"
* Click on "Statements"
* Click on "Activity export"
* Select "Custom Date Range"
* Select your "From" and "To" Dates
* Under File Types for Download - Select "Comma Delimited - All Activity"
* Click "Download History"
What this process does is export your history to a CSV file, you can then use an app like Excel to sort, view, create and print your own reports.
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Thank you for your answer, Quandry.
Unfortunately, this isn't the solution. The download procedure you outlined results in a different .csv format than what I'm looking for. CSV is a generic file type and each specific .csv file can have a different layout. I'm looking for the specific layout for PayPal invoice data only, not transaction data.
I post-process the .csv data using programs I write/wrote and load it into a relational database (Postgresql) and do further work on it.
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I imagine that the original poster has found a solution to their problem by now. However, since I had the same problem and it took me a while to find out the solution, I thought I'd share it here in case others have had difficulty in generating csv files of invoices.
It is possible to download details of invoices, but the option is not to be found in the Reports section of PayPal. Instead, you first of all need to choose Tools--->Invoicing from the menu at the top of the PayPal interface. This will take you to the Manage Invoices page. Once there, you select Advanced Search and select the date range for which you require the invoice data. After clicking View to show the invoices for the date range, you click on the word Download, which should appear immediately above the top of the Amount column. You then just choose the download options that you want from the dialogue box that appears.

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