Tidy

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

Setting up your Stripe account

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

Does your Contact Have a Stored Credit Card

Customise for Tax Purposes, and add Organisation Number, Number Prefix, Footer and Payment information in Finance Settings

Customising Invoices and Expenses

📊 Quick advice and tips on how to manage your TidyHQ finances. 

Finances

Finances Glossary

Who owes what and when is the payment due?

Money Owed/Due

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

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

You can add partial payments to outstanding invoices

Partial Payments

Transactions

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

Notify someone about new Payment

Introduction

What is a Chargeback?

Refund a Membership

Refund a Membership or other Payment

Record payments made by cash, cheque, bank transfer and other methods

Recording Income from 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

Learn more about Finances

Connect your Xero account and sync transactions

Xero Integration

Establishing opening Bank Balance

Reconciling Transactions

Budget reporting

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

Reconciling Stripe Payouts

Explore the convenience of Stripe for online payments. Set up easily, connect to your bank account, and manage refunds effortlessly.

Stripe

To refund a Stripe payment

Editing an Expense

Tracking finances etc for an Event using Categories

Send TidyHQ Membership invoices to individuals or groups: Choose membership level, contact/group, payment status, and optional welcome email

Sending invoices for Membership

Managing Finances

Features

Pricing

Changelog

Contact Us

Find answers and get help from Intercom Support and Community Experts

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