Payments, payouts, and reporting

Use the information in this guide to help you understand payments, payouts, and reporting on Stripe, and to ensure that you have the correct data for accounting and reconciliation.

Review the videos and supporting resources below. After reviewing them, you’ll be able to:

Address your Financial Team’s requirements.
Understand reporting options available with Stripe.
Know the nuances of Payments and Payouts.
Leverage the Dashboard for financial use cases.

To best use the material below, watch the 15 minute Payments and payouts video series first, then read the accompanying documentation. Then watch the Financial reports video series and see its associated resources.

After learning about these topics, you can download a list of associated action items in CSV format below.

Payments and payouts

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Use the following links to see the individual topics in the series:

Financial reports

Now that you’ve watched the Payments and payouts series, get a better understanding of Stripe’s reporting capabilities with the Financial reports video series. Use the following links to see the individual topics in the series:

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Use the following links to see the individual topics in the series:

Action items

After you’ve reviewed this guide, complete the associated action items listed below:

Lifecycle of a payment

Choose the payout schedule that’s right for your business.
Decide which type of payouts to use—automatic, instant, or manual.
If you decide to use manual payouts, develop your integration or operations to initiate payouts.

Payouts in the Stripe Dashboard

Familiarize yourself or your team with payments and payouts in the Stripe Dashboard.
Ensure that the appropriate team members can update the business bank account as required.
Familiarize yourself or your team with troubleshooting payout issues in the Stripe Dashboard.

Testing payments

Create a test payment for each payment method you plan to use.
If developing a custom checkout flow, make sure that you have error-handling in place for the various payment failure types.

Reporting

Understand your current process to determine how you reconcile today, including timing and transaction-level granularity.
Map your current reporting and reconciliation process, including any tools or third party systems.
Determine the data points you need to reconcile, and whether you need to add any of these fields as metadata on your Stripe transactions.
Review the Stripe Financial Report schemas.

Next steps

Protecting your business from fraud and disputes