Record a payment made outside Stripe

Use this when a member paid by bank transfer, cash or invoice. It is bookkeeping. It does not charge anybody and it does not change their access.

You'll need

The amount they paid, the date, and how it arrived. If Stripe fees were not involved, the gross and net are the same number.

You also need the Finance, Membership manager or Owner role.

1. Open the member's page. Press ⋯ at the end of the subscription row and choose Record payment (1).

   

   

   Click anywhere, or press Esc, to close.

2. A box opens asking how the money arrived.

   

   

   Click anywhere, or press Esc, to close.

3. Fill in both amounts (charged and received in bank), the method and the date, then save. The button stays greyed out until both amounts are in, and a line under them says which one is missing.

   

   

   Click anywhere, or press Esc, to close.

Paid by bank transfer every year?

To stop recording each year by hand, move the member to Stripe billing by invoice. Stripe then invoices them each period. A transfer against one of those invoices is recorded with Mark paid by bank transfer on the yellow line, not with Record payment.

Check it worked

• The payment appears in the payment history under that subscription
• The amount shows up in Reports for the right month and currency

Removing a mistake

Every recorded payment has a Remove button.

Remove does not refund anything

It deletes the bookkeeping line, nothing more. If real money needs to go back to the member, do the refund in Stripe or through the bank.

Use Remove for a typo or a double entry, and add a note explaining what happened.

Why the amounts are asked twice

Gross is what the member was charged. Net is what reached the bank. For a bank transfer they are usually the same. For anything with a fee taken off the top, put the real arrival amount in net, or Reports will overstate what you earned.