Use the billing dashboard

Open the Manager Console (the grid icon at the top of the Today tab) and tap Billing. The dashboard appears once your Stripe setup shows Complete. It works on iPhone and is roomiest on iPad.

Who can see it

Owners, executive directors, directors and assistant directors see the dashboard. Only owners and executive directors see the Payouts tab, since it shows deposits to your bank account.

The tabs

• Overview. This week at a glance: payments processing, missed or failed payments, what's due in the next 14 days, your next payout and your recurring tuition each week. Below that are the missed and failed payments, the next 14 days and subscriptions ending soon.
• Payments. Every tuition payment. Filter by Failed, Processing, Upcoming, Paid or Refunded, or search for a family. Tap a payment for its details.
• Charges. One-off charges, such as fees, and their status.
• Subscriptions. Each family's weekly plan, as a list or a timeline. Filter by Active, Starting, Ending, Past due, Paused or Ended.
• Payouts. Deposits from Stripe to your bank account. Tap a payout to see the payments it included.

Export to CSV

On iPad, the Payments tab has Export CSV. It exports the payments that match your current filter and search, ready for a spreadsheet or your accountant. A payout's details also have Export CSV, listing the payments in that deposit.

Keep it current

The dashboard reads from Stripe. On iPad, the line at the top shows when it was last updated; tap it to refresh.

To change a plan or anything else in Stripe, tap the ••• menu and choose Open Stripe dashboard.