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When a payment provider pays out to your club account it can sometimes be a bit tricky to match the payout up with the payments in myClubhouse for accounting purposes. The Analyse Payouts page makes this easy by showing all the myClubhouse payments that are included in a payout from Stripe or GoCardless.

Learn more about integrating Stripe and GoCardless in these guides: How to Set Up and Integrate with Stripe | How to Set Up and Integrate with GoCardless

Instructions

  1. Navigate to Admin > Finance > Analyse Payouts.

    AnalysePayouts.png

  2. Payee: Select the Payee you want to view from the options across the top. Only payees with a Stripe or GoCardless payment method will be shown.

  3. Method: Select the method from the dropdown that you want to analyse.

  4. From: Enter or select a date as the start of the date range for the payouts search. This date is inclusive. Note: For GoCardless Payouts, you can only look back at the last 6 months as older Payouts are archived.

  5. Until: Enter or select a date as the end of the date range for the payouts search. This date is not inclusive.

  6. Refresh: Once happy with the method and dates, click “Refresh” to update the Payouts.

  7. Payouts: The payouts within the time frame from the selected payment method will be shown. You can see the analysis of each payout when you click on it.

    1. Date: The date of the Payout.

    2. Description: A description of the Payout.

    3. Amount: The total value of the Payout.

    4. Status: The status of the Payout.

    5. Charge: All charges included in the Payout are listed, including the reference, time/date paid, amount, fee, and the paying member for each charge.

    6. Purchase: If the charge can be matched with a purchase or purchases in myClubhouse, it will be shown here. It will be a clickable link to go to the purchase page for greater details, but the member’s name, product name, and amount will be included. If charges in the Payout came from somewhere other than myClubhouse, the Purchase section for that charge will be blank.

    7. By Product Category: For each Product Category represented in the purchases in the Payout, a column will be added so you can see the total by Product Category as well as overall for the Payout.

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