How can I use Stripe's reporting features?
Stripe Reports
Local government financial departments often must compare financial transactions to permits issued. When the local government adopts SolarAPP+ in the standalone model, the local government must set up a Stripe account to process permit payments.
Stripe offers a suite of Reporting Features that can be used to help the finance department to reconcile payments and permits. The local government can download a report on historical transactions, payments, and payouts by exporting this information from the Stripe Dashboard.
This article provides resources to help make these reconciliation processes easier.
Quick Guides:
- Exporting Payment Reports
- Exporting Payout Reports
- Exporting Refund Reports
- Exporting Fees Paid
- Exporting All Transactions Reports
Customizing Your Reports:
- Filtering Reports – by Date Range, Payment Method
- Adding Custom Columns – Fees, Payment Attributes, Customer Attributes, Product Description, and more
- Exporting reports as PDF
Definition of Terms
- Payments - Transactions received from paying customers
- Payouts - Funds transferred from Stripe to your bank account
- Fees - Fees paid to Stripe, or to your Connect Platform in the form of Application Fees
- Refunds - Funds returned to customers