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For Directors

Payouts, exports and finance reports

Written By Joshua Barnett

Last updated 8 days ago

This article shows you when online payments reach your bank, how to export payments, and how to read your finance reports.

Plan: Payouts on all plans. Reports and the QuickBooks export: Grow and Thrive.

Before you start

  • You are the program's owner or a co-director. Only the owner sees Payouts.
  • Stripe is connected under Settings → How families pay.

Check payments and payouts

  1. Go to Finances → Payments. The tiles show Received, Fees, Net and Clearing.
  2. Filter by date, method (Bank, Card, Cash, Check, Other) or status (Clearing, Received, Failed, Refunded).
  3. Click Payouts to open your Stripe dashboard and see each deposit to your bank.

Export for QuickBooks

  1. On Finances → Payments, set the filters you want.
  2. Click Export for QuickBooks. A CSV file of the payments you filtered downloads.
  3. For invoices instead of payments, go to Finances → Reports, pick a term, and click Invoices for QuickBooks.

Read your reports

Go to Finances → Reports. The tiles show Billed, Collected, Clearing and Still owed. Below are By month, By class or fee and Who owes. Pick a term to narrow it, or leave All terms.

What happens next

  • Bank payments take 3 to 5 business days to clear; card payments clear right away.
  • Received means the money is in your Stripe balance. After a payment clears, Stripe sends it to your bank on its payout schedule.
  • Your first payout after connecting Stripe usually takes 7 to 14 days.
  • Fees marked ~ are estimates until the payment settles. See Fees and payment timing.

Common problems

  • No Payouts button? Stripe isn't connected yet, or you are a co-director (only the owner opens Payouts).
  • See Export (Grow plan) or "Reports and the QuickBooks export come with the Grow plan."? Upgrade to Grow or Thrive to use them.
  • Cash and check payments don't reach Stripe. Record them with Record payment so your reports stay right.
  • Fees and payment timing
  • Connect Stripe and choose online, offline or both
  • Refund a payment in full or in part

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