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Analyse Payouts

Owned by Peter Hickson, created
Last updated: Jun 12, 2024 by Joanne Shovelton
2 min read

When a payment provider pays out to your club account it can sometimes be a bit tricky to match up the payout 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 payment method that you want to analyse from the dropdown.

  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 Note: For GoCardless Payouts, you can only look back at the last 6 months as older Payouts will have been archived.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 matching the selected payment method and time frame 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, detailing the member’s name, product name, and amount. Clicking on the link will take you to the purchase page for further details. If charges in the Payout came from somewhere other than myClubhouse, the Purchase section for that charge will be blank.

    7. By Product Category: Each Product Category represented by the purchases will be shown in a separate column with its own total. Note that products can be linked to more than one Product Category (or none).

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