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Finances
Finances

๐Ÿ“Š Quick advice and tips on how to manage your TidyHQ finances.

32 articles
Setting up your Stripe account
Does your Contact Have a Stored Credit Card
Customising Invoices and Expenses

Introduction


Finances Glossary
Money Owed/Due
Net Cash Position
Reports in Finances: Cash Flow
Currencies available in TidyHQ
How are the TidyHQ and Stripe fees calculated?
Can I run TidyHQ using Stripe's Test mode?
Deposits
Partial Payments
Transactions
Notify someone about new Payment

Learn more about Finances


What is a Chargeback?
Refund a Membership
Refund a Membership or other Payment
Special Payment Types
Create an invoice and send to a group or member
Adding details to Invoices
Invoicing and Adjusting your Tax Rate
New Expense

Managing Finances


Xero Integration
Establishing opening Bank Balance
Reconciling Transactions
Budget reporting
Reconciling Stripe Payouts
Stripe
To refund a STRIPE payment
Editing an Expense
Tracking finances etc for an Event using Categories
Sending invoices for Membership
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