Checklist

Before money comes in

• Connect Stripe in Settings.
• Give each fund the GL code your bookkeeper uses.
• Invite your accountant as an Accountant.

Every week

• Read the Events tab and the Generosity tab.
• Look for Failed payments in Recent transactions.
• Look for a Failed payout in Payouts. The Dashboard also tells you.

Month end

• Open Payouts and choose Last month.
• Match each payout to the deposit in your bank.
• Export the payouts as CSV or PDF, and attach them in your books.
• Export the gifts for the month.

When asked

• Refund a gift.
• Refund an event order.