Export a CSV of charges across a custom date range from Dashboard Reports.
The Invoice summary report in Dashboard -> Reports lets Verified Accounts download a single CSV covering every shipment Zonos invoiced within a date range you choose — useful for quarterly reconciliation, audits, or matching multiple invoices to a single bank statement entry.
This is different from the per-invoice export covered in Invoice generation, which produces a CSV scoped to a single invoice.
The Reports page and the postal Invoice summary card are available to organizations that:
Are a Verified Account (postal operator merchant) on Zonos, and
Have at least one Zonos invoice on file.
If you do not see the Reports option in the left navigation, your organization does not yet meet these conditions. Contact support if you believe this is a mistake.
In the Select order date range dialog, choose a from and to date.
Click Generate report.
The CSV downloads directly to your browser as {from}-to-{to}-zonos-invoice-summary.csv.
Note: Dates are inclusive and based on the order date in UTC. The report only contains rows for shipments Zonos has already invoiced — pending shipments are excluded.
Choosing a date range
Quarterly reconciliation: Pick the first and last day of the quarter.
Single invoice match: Use the per-invoice export from Invoice generation instead — date-range reports can include adjustments outside an individual invoice's billing period.
Year-end accounting: Pick January 1 through December 31. There is no enforced maximum range.
The Verified Account Invoice summary CSV contains one row per shipment with the following columns:
Column↕
Definition↕
Tracking Number
The post's tracking number for the shipment.
Invoice ID
Unique identifier of the Zonos invoice the shipment was billed on.
Invoice Date
The date the invoice was created (UTC).
Batch Date
The date Zonos received the shipment data from the post.
Currency
ISO 4217 currency code for the row's amounts (for example, USD, AUD).
Duty
Duty amount collected on the shipment.
Clearance Fee
Postal clearance or processing fee charged on the shipment.
Total
Total billed for the row, including duty and clearance fee.
Transaction Type
One of ORDER, ORDER_CANCEL, CHARGE, CREDIT, or INVOICE_REFUND.
Memo
Optional notes or internal references attached to the entry.
Shipment Details
Link to the shipment in Zonos Dashboard.
Note: This shape is specific to Verified Accounts. The Invoice summary CSV exported by Checkout / landed cost merchants has a different column set — see Downloadable reports for non-Checkout users if that applies to you.
Generate an Invoice summary CSV covering the full quarter.
Sum the Total column for the period total.
Sum Duty and Clearance Fee separately to break down what went to CBP versus to Zonos.
Audit a refund or credit
Generate an Invoice summary CSV covering the period in question.
Filter the Transaction Type column for CREDIT or INVOICE_REFUND to see all reversals.
Cross-reference the Tracking Number and Invoice ID to find the original charge.
Year-end accounting export
Generate one report from January 1 through December 31. The CSV will include every billed shipment for the year, suitable for handing off to your accounting team or importing into a spreadsheet.
Invoice summary report
Verified Account Invoice summary report
Export a CSV of charges across a custom date range from Dashboard Reports.
The Invoice summary report in Dashboard -> Reports lets Verified Accounts download a single CSV covering every shipment Zonos invoiced within a date range you choose — useful for quarterly reconciliation, audits, or matching multiple invoices to a single bank statement entry.
This is different from the per-invoice export covered in Invoice generation, which produces a CSV scoped to a single invoice.
Who can use it
The Reports page and the postal Invoice summary card are available to organizations that:
If you do not see the Reports option in the left navigation, your organization does not yet meet these conditions. Contact support if you believe this is a mistake.
Generate the report
Steps
fromandtodate.{from}-to-{to}-zonos-invoice-summary.csv.Choosing a date range
CSV columns
The Verified Account Invoice summary CSV contains one row per shipment with the following columns:
USD,AUD).ORDER,ORDER_CANCEL,CHARGE,CREDIT, orINVOICE_REFUND.Common use cases
Reconcile duties and clearance fees for a quarter
Audit a refund or credit
CREDITorINVOICE_REFUNDto see all reversals.Year-end accounting export
Generate one report from January 1 through December 31. The CSV will include every billed shipment for the year, suitable for handing off to your accounting team or importing into a spreadsheet.
Related
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