You can easily export billing details as an Excel file from ParcelPanel Protection whenever needed.
To export billing details:
Go to your ParcelPanel Tracking admin → Protection page → Click the Bills button at the top → Click Details, then click Export in the popup.
When you export billing details from ParcelPanel Protection, the Excel file includes three sheets:
| Sheet Name | Description |
|---|---|
| Summary | Overall settlement summary |
| Merchant Summary | Settlement details by store |
| Details | Policy-level transaction details |
🧾 Details Sheet Breakdown
The Details sheet provides comprehensive information for each protection policy, while the Summary sheet presents the total amounts.
Below are the key fields included in the Details sheet:
| Column | Description |
|---|---|
| Insurer Merchant ID | The ID assigned to your account by the insurer |
| Admin Domain | Your store’s platform domain (e.g., myshopify.com) |
| Shop Domain | Your store’s custom domain |
| Contract ID | The unique ID of each protection contract created by the insurer |
| Service | The type of service provided by the insurer |
| Store Order ID | The internal order ID in your store |
| Store Order Number | The order number visible to customers |
| Transaction Type | NEW for new contracts, CANCEL for cancellations |
| Contract Creation Time (UTC) | When the contract was created |
| Contract Effective Time (UTC) | When the protection coverage started |
| Contract Cancellation Time (UTC) | When the contract was canceled (if applicable) |
| Contract Expiration Time (UTC) | When the contract expires |
| Order Currency | The currency used in the original store order |
| Covered Amount | The order amount covered by protection |
| Shopper Paid Fees | The protection fee paid by the customer |
| Fees / Tax / Credits / Tax Credits | Breakdown of insurer fees, taxes, refunds, and tax refunds |
| Net Fees / Net Tax / Net Receivable | Net amounts after applying refunds and credits |
| Coverage: GDD Plan ID | ID of the GDD coverage plan |
| Coverage: GDD Fees / Credits / Tax / Tax Credits / Net Fees / Net Tax / Net Receivable | Detailed breakdown of fees, refunds, and net amounts under the GDD plan |
| Settlement Currency | The currency used for settlement with the insurer |
| Exchange Rate | The exchange rate at contract creation (used for settlement calculations) |
| Settlement Fees / Tax / Credits / Tax Credits / Net Fees / Net Tax / Net Receivable | Settlement-level breakdown in settlement currency |
| Processing Fee / Credits / Net Processing Fee | Processing fees, refunds, and the resulting net processing fee |
| Coverage: GDD Processing Fee Rate / Fee / Credits / Net Processing Fee | Processing fee details under the GDD plan |
| Amount Due | The final payable amount (Net Receivable – Net Processing Fee, minimum 0) |
The Details sheet records the detailed settlement information for each protection policy, making it easy to review the fees, charges, and final receivable amount for each order.
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