Finances

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

32 articles in this collection
Written by Isaak Dury, Nat Ng, and Sue

Setting up your Stripe account

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

Written by Isaak Dury
Updated over a week ago

Does your Contact Have a Stored Credit Card

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

Written by Nat Ng
Updated over a week ago

Openpay is here

Allow your members to buy now, pay later

Written by Isaak Dury
Updated over a week ago

Customising Invoices and Expenses

Add Organisation Number, Number Prefix, Footer and Payment information in Finance Settings

Written by Isaak Dury
Updated over a week ago

Introduction

Finances Glossary

Written by Nat Ng
Updated over a week ago

Money Owed/Due

Who owes what and when is the payment due?

Written by Isaak Dury
Updated over a week ago

Net Cash Position

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

Written by Isaak Dury
Updated over a week ago

Reports in Finances: Cash Flow

Financial Reporting

Written by Nat Ng
Updated over a week ago

Currencies available in TidyHQ

Written by Isaak Dury
Updated over a week ago

How are the TidyHQ, Stripe fees calculated?

Written by Isaak Dury
Updated over a week ago

Can I run TidyHQ using Stripe's Test mode?

Written by Isaak Dury
Updated over a week ago

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 over a week ago

Transactions

Written by Isaak Dury
Updated over a week ago

Notify someone about new Payment

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

Written by Nat Ng
Updated over a week ago

Learn more about Finances

What is a Chargeback?

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 Sue
Updated over a week ago

New Expense

Written by Isaak Dury
Updated over a week ago

Managing Finances

Establishing opening Bank Balance

Written by Isaak Dury
Updated over a week ago

Reconciling Transactions

Written by Isaak Dury
Updated over a week ago

Budget reporting

Written by Isaak Dury
Updated over a week ago

Reconciling Stripe Payouts

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

Written by Nat Ng
Updated over a week ago

Stripe and PayPal

Written by Isaak Dury
Updated over a week ago

To refund a STRIPE payment

Written by Isaak Dury
Updated over a week ago

Editing an 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

Sending invoices for Membership

Written by Isaak Dury
Updated over a week ago