This article will walk through how to reconcile payments in the Stripe Admin area.
Required Access:
You will need the Administrator administrative access level.
Where to Go:
To get to the Reconcile page in Stripe Admin, follow these steps:
- From the home page, hover your mouse over Admin
- Go to Member Management
- Click Stripe Admin
- Click the arrow next to Administration (Transactions) in the bar at the top of the page
- Click Reconcile
Creating Batches:
- On this page, you'll see any Batches that have been created by your organization.
- Click the + at the top right of the table.
- Enter a Batch Name - usually something descriptive like January 2020.
- Enter a Start Date and an End Date. (The End Date should be in the past)
- Click Add.
Viewing and Exporting Batches:
- Once your Batch has been created, click View in the Action column to see the Batch Details.
- If you need to export the Batch, click the Export button to have the system generate an Excel file (.XLSX) with the same information.