Stripe Payouts

Completing a Stripe Payout breakdown in Aplos

Step 1: In Aplos, open the transaction for which you need to create a breakout

Step 2:

Step 3:

Open Stripe Dashboard

Click Balances

Select Payouts

Click on the amount of the transaction you are breaking out

Under "Transactions" on the right hand side, click export

Step 4:

Copy columns A through E (Headers: Type - Amount) from the Stripe export onto the Stripe Payout template

Copy columns G through T (Headers: Converted Amount - planning_center_person_name (metadata)) from the Stripe export onto the Stripe Payout template

Close the Stripe export

Step 5:

On the Stripe Payout Sheet...

Expand column D (Header: Description) so you can see the full details

Review the details of Column D and label column F (Header: Designation formerly Currency) accordingly.

As you label column F, final totals will calculate in E34 - H44

List of Designations:

G = General

B= Benevolence

P=Product

Y= Youth

Spring = Spring Craft Show

Summer = Summer Craft Show

S= Sprouts

***Additional designations can be added, by creating additional lines in the totals area with corresponding formulas

Step 6:

In Aplos, create new rows for each designation on the Stripe Payout template. Assign the income and fees to the appropriate funds/departments.