Payouts, your bank account and the Stripe dashboard

In this article, you'll learn where your card payments go, how to check that Stripe is paying out to your bank, and where to change your bank account or anything else about payouts. Afterwards you'll know which questions the CRM answers and which ones only your Stripe dashboard can.

To open your payment settings:

  1. In the menu, click the Settings gear at the bottom.
  2. Under Money, click Payments.

How the money gets to your bank

Card payments in the CRM run through your own Stripe account, the one you connected on this page. Whenever a customer pays by card, the money lands in that Stripe account first. That covers invoice links, deposits, saved cards and Tap to Pay. Stripe then pays it out to the bank account you gave it when you set the account up.

Since the Stripe account is yours, Stripe handles everything about payouts:

  • when payouts happen and how often
  • which bank account they go to
  • the name customers see on their card statement
  • any faster payout options Stripe offers you

None of these live in the CRM's settings. You change them in your Stripe dashboard.

Note: Cash, checks and other payments you record by hand never go through Stripe, so they won't be part of any payout.

Checking that payouts are on

When Stripe is connected, the Stripe card on the Payments page says Connected and shows two boxes:

  • Card payments: Enabled means you can take cards.
  • Payouts to your bank: Enabled means Stripe is sending your money to your bank. Not yet means Stripe needs something from you before it can pay you out.
The Stripe card on Settings › Payments, with card payments and payouts to your bank
The Stripe card on Settings › Payments, with card payments and payouts to your bank

If Stripe is still waiting on details, a Stripe still needs: list shows up on the same card. Click Finish in Stripe → to fill them in. When you're done, click Refresh status to pull the latest from Stripe. Next to that button you'll see when the status was last checked.

Tip: Stripe also tells the CRM when something changes, so the status updates on its own. Refresh status is there for when you don't want to wait.

Opening the Stripe dashboard

To open your Stripe dashboard:

  1. Go to Settings › Money › Payments.
  2. Click Open Stripe dashboard.

Your Stripe dashboard opens in a new tab. In it you can see each payout and when it arrives, and change the bank account payouts go to. You can also edit your statement descriptor, which is the name on your customers' card statements, and look at any payout options Stripe gives you.

The phone app has the same page. Open the menu, tap Settings, then under Money tap Payments, and tap Open Stripe dashboard.

Note: The CRM doesn't list your individual payouts or their arrival dates. Stripe sets those, and you'll find them in your Stripe dashboard.

Seeing your Stripe balance on your Home page

You can add a Stripe block to your Home page. It shows three amounts from your Stripe account: Pending deposit, Available, and On its way to the bank. If Stripe has a payout scheduled, that third label reads On its way with the payout date.

To add the Stripe block:

  1. On the Home page, click the pencil at the far right of your greeting.
  2. Click + Add block.
  3. Find Stripe in the list and click Add.
  4. Click Done.
Adding the Stripe block to your Home page

At full height, the block also has an Open Stripe link that takes you straight to your balance in Stripe. If Stripe isn't connected yet, the block shows a Set up Stripe link instead, which opens the Payments page.

Note: You can only arrange the Home page on a computer. The phone app shows the same blocks, so once you add Stripe there it appears in the app too, with Pending, Available and On its way amounts.

Seeing payments in the CRM

Each payment is recorded against the job it paid for.

To see a job's payments:

  1. Open the job.
  2. Click the Payments tab.

The tab opens with the job's Balance over its total, then a Job payments table with Payment, Method, Date, Reference and Amount columns. Card payments show the last four digits of the card. The Collected line at the bottom adds everything up, and a refunded payment stays in the list with a Refunded tag. The ⋮ menu on a row offers Send receipt, Refund payment and Remove.

In the phone app, open the job, tap Finance, and open the Payments fold for the same list. The app's Tap to Pay page also has a Recent card payments list with the Date, Job, Description and Amount of each one.

Tip: The Payments page also holds your Card service fee setting. If you want customers to cover card processing, see the article below.

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