Find your way around the Financial page
Where ticket money shows up, how payouts reach your bank, how refunds work, and what to do when your revenue has to be mailed to the association as a check.
Where it lives Where it lives: Sidebar → Financial
One page, a tab for each money job
Everything about money lives under Financial in the sidebar, as a row of tabs: Payouts, Payments, Refunds, Refund Requests, Refund Policies, Events, Budgets, Reimbursements, and Check Settings. The first three read straight from your Stripe account, so until Stripe is connected the Payouts tab shows a Connect Bank Account button and Payments and Refunds send you back to it (connecting Stripe is covered in the getting-started guides). Events and Check Settings work either way.
Refund Policies, Budgets, and Reimbursements have guides of their own in this section. They are tabs here so the treasurer has one place to look.
Know what counts as revenue
Only money people paid through checkout counts as revenue here: it is what Stripe collected, what pays out to your bank, and the only money a refund can come back from. When a host adds someone from the console and marks them paid because they handed over cash or sent a Venmo, that registration is shown on its own line as Paid to the host directly. It is real money, but it never went through checkout, so it is not in gross revenue or your payout. Complimentary tickets on a paid event show their list value on another line, marked as not collected.
If the numbers on a summary look low next to your headcount, look for those host lines first. Free and comped tickets bring people without bringing money.
Payouts and the bank behind them
The Payouts tab lists the transfers Stripe has made from your ticket sales into your bank account, loaded live from Stripe. Manage Bank Integration, at the top right of the list, signs you into your Stripe dashboard, which is where you change the bank account, check the payout schedule, or update the business details Stripe asks for. The Payments tab is the other side of the same money: the individual checkout charges as they come in.
The platform fee is taken out when a charge settles, so what lands in your bank is already net of it.
Refund someone
A checkout payment can be refunded from the moment it's paid until 30 days after the event ends, and the Refunds tab lists every payment still inside that window. Search by name, email, confirmation code, or event title, then Issue Refund and confirm; the person gets an email saying the money is on its way, and the refund appears under Refund History. Issue Refund in a registration's Payment section follows the same window. After the window closes, contact support.
A registration marked paid by a host has no checkout charge, so there is nothing to refund through the platform. Settle that the way the money was collected.
Pull up one event's numbers
The Events tab lists every event with paid tickets. Financial Summary on any row opens that event's breakdown: Gross Revenue, Platform Fees, any volunteer or tag discounts, the host-added lines, Refunds Issued, and Net Revenue, followed by a ticket type tally and every transaction. Print Summary at the top gives you a clean copy for the board or the bank. The same page is behind Details on the Net revenue tile of the event's manage page. Event financial summaries depend on your neighborhood's plan; if you need them and they aren't available yet, email [email protected].
The ticket type tally counts tickets, not registrations: one registration for a family of four is four tickets.
Mail event revenue on as a check
Some associations want each event's revenue sent to them by check. Turn on Check Forwarding under Check Settings and fill in who the check is made out to, the mailing address, an optional memo format, and a Check Payout Contact (leave it blank and every organizer gets the reminders). From then on, the next business day after a paid event ends with money left over, you get a reminder to mail the check, and the event's financial summary shows how much to forward. Check forwarding depends on your neighborhood's plan; if you need it and it isn't available yet, email [email protected].
Partner events are paid out to each payee automatically, so they never ask for a check.
Confirm the check and send the summary
When the check is in the mail, open the event's financial summary and choose Confirm Check Mailed. Add the check number and any notes for your records. If hosts collected money directly, a checkbox offers to include that amount on the same check; leave it unticked if that money is handled separately. Once confirmed, you can send the payee the financial summary as an email with the PDF attached. The recipient, CC list, subject, and wording come from the Financial Summary Email Defaults on Check Settings, and you can edit them before each send.
Send Reminder Email on a pending check nudges the contact again if it has been sitting for a while.
Related guides
Still stuck, or have a different question?
Send us a message and a real person will reply to your email.