Finances

Does your Contact Have a Stored Credit Card

Check to see if your contacts have a stored card attached to their profile

Written by Bev Bush
Updated this week

Finances Glossary

Written by Jordon Hughes
Updated this week

Money Owed/Due

Who owes what and when is the payment due?

Written by Sue Brown
Updated this week

Net Cash Position

It's on your Finances Overview but what is it?

Written by Isaak Dury
Updated this week

Reports in Finances: Cash Flow

Financial Reporting

Written by Bev Bush
Updated this week

Setting up your Stripe account

Stripe is a great way to get paid into the bank account you already have.

Written by Sue Brown
Updated this week

Currencies available in TidyHQ

Written by Isaak Dury
Updated this week

How are the TidyHQ, Stripe / Paypal fees calculated?

Written by Isaak Dury
Updated this week

Can I run TidyHQ using Stripe's Test mode?

Written by Isaak Dury
Updated this week

Deposits

Written by Isaak Dury
Updated over a week ago

Partial Payments

You can add partial payments to outstanding invoices

Written by Isaak Dury
Updated this week

To refund a STRIPE payment

Written by Isaak Dury
Updated this week

Transactions

Written by Isaak Dury
Updated this week

Notify someone about new Payment

You might want to get a tap on the should should a payment come through 💸

Written by Bev Bush
Updated this week

Reconciling Stripe Payouts

Learn about Stripe payments. A guide on how to reconcile Stripe payouts with your bank account and Tidy transactions.

Written by Jordon Hughes
Updated over a week ago

Establishing opening Bank Balance

Written by Isaak Dury
Updated over a week ago

What is a Chargeback?

Written by Isaak Dury
Updated over a week ago

Budget reporting

Written by Isaak Dury
Updated over a week ago

Refund a Membership

Written by Isaak Dury
Updated over a week ago

Refund a Membership or other Payment

Written by Isaak Dury
Updated over a week ago

Special Payment Types

Written by Isaak Dury
Updated over a week ago

Create an invoice and send to a group or member

Written by Isaak Dury
Updated over a week ago

Adding details to Invoices

Written by Isaak Dury
Updated over a week ago

Invoicing Including Adding Tax

Written by Isaak Dury
Updated over a week ago

New Expense

Written by Isaak Dury
Updated over a week ago

Tracking finances etc for an Event using Categories

Written by Isaak Dury
Updated over a week ago

Editing an Expense

Written by Isaak Dury
Updated over a week ago

Reconciling Transactions

Written by Isaak Dury
Updated over a week ago

Sending invoices for Membership

Written by Sue Brown
Updated over a week ago

Stripe and PayPal

Written by Isaak Dury
Updated over a week ago

Customising Invoices and Expenses

Written by Isaak Dury
Updated over a week ago