Making the most of Finance Reports

How to find who owes and who has paid

Stripe Payments tab shows a full list of all payments into your stripe account from online payments via card (debit/credit) and direct debit payments from bank accounts also.

You can sort and filter by date, name, amount paid or amount outstanding from ascending order or descending order.

Date Sorting

You can sort by date by selecting the arrow on Payment Date/Time column

You can also filter by date by selecting the start date and end date to only show payments in a certain date range.

Member Search

You can filter and show payments from a particular member by search and selecting the members name from the member search field.

Failed Payments & Refunded Payments

To show/hide failed payments, you can enable or disable the "Show Failed Payments" button on the menu bar

To show/hide failed payments, you can enable or disable the "Show Refunded Payments" button on the menu bar

Download

To download a CSV file to import into Excel or spreadsheet, click the Download button to save and export all the payments to a file.

Bill Outstanding

Probably one of the best features, is being able to simply sort and find who has the most amount outstanding bill. Click to show and sort ascending or descending amount owed.