Stripe Payout Reports

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Stripe is the payment processor used by Giving and Registrations that makes it possible to accept many types of payments or donations.

If your bookkeeping process necessitates a one-to-one relationship between funds and physical bank accounts, Planning Center Giving will likely not be a good fit for your church because Stripe only supports a single bank account for transferring money to your church.

Stripe authorizes and processes credit card, debit card, and ACH (Giving only) transactions then transfers the funds to the bank account of your choosing. The default transfer period is two days. As transactions settle, they are bundled together into Stripe Payouts and scheduled for deposit. Then the payout is made via ACH into your church bank account.

Why is Stripe required?

Even if you don't plan on accepting any digital forms of payments, Registrations and Giving require an active Stripe account to function because credit cards and customer bank information never enter our database. Instead, they go straight to Stripe, a Level 1 PCI Service Provider.

For example, when a person gives via credit card, it goes straight to Stripe. Stripe then returns the donor information as a token to Giving, which you've already authorized. If you ever decided to disconnect Giving from your Stripe account, this authorization would be immediately revoked. This allows security for you, for us, and especially for your donors.

Set Up Stripe Settings

Once you've created your Stripe account and are logged in, enable automatic deposits and change the statement descriptor.

For Stripe Payout Reports to work, you must have automatic deposits enabled within your Stripe account.

From the Settings tab, change the Payout Schedule to Automatic. You can change the timeframe based on how often you'll check the Stripe Payouts.

In order for Stripe Payouts to work, the Payout Schedule must be set to Automatic.

Customize how you would like the charges to show up on a person's bank statements using a custom Statement descriptor. We recommend using the name of your church.

To set this, go to the Business Settings tab.

There are three methods for getting to your Stripe transfer data.

1. Stripe Dashboard

If you log in to your Stripe account, you'll see a list of scheduled transfers as well as completed transfers.

From there you can see all the raw payment data contained in each transfer. While this information is comprehensive, it's not particularly useful for bookkeeping purposes for two reasons:

  1. Donations from Giving, registration fees from Registrations, and payments for whatever else is connected to your church's Stripe account are lumped together in a single list of payments. There's no way to distinguish where these funds originated.
  2. Giving-specific data isn't represented in the list. For example, there may be a $50 payment listed from Bob Johnson, but there's no way to know that this was actually represents a split donation - that $20 was to Fund A and $30 was to Fund B.
  1. Scheduled transfers are still in progress. They haven't been deposited into your bank account yet.
  2. Estimated transfers have transactions included in them that are still settling. So, the date and total of the transfer can change without warning.
  3. Recently Deposited transfers are shown on your bank statement.
2. Stripe Payouts in Accounts

In the Integrations tab of Accounts, use the Recent Payouts button to find a basic breakdown of Stripe transfers as they pertain to Planning Center applications.

integrations tab

Registrations Administrators can access Stripe Payouts from the Payments page, but only if they also have Giving Administrator or Organization Administrator permissions.

View a list of payouts and select one of the dates to see details.

stripe payout breakdowns

The Payout shows a breakdown of the Stripe Transfer by each application.

Registrations is separated into events, and Giving is separated into funds. Since these reports are available to Organization Administrators and Billing Admins, and Giving information is kept private, individual donors and their donations are not listed in these reports.

stripe payout
3. Stripe Payout Reports within Giving and Registrations

Giving Administrators can access Stripe Payouts from the Donations page.

Giving stripe payouts

Donations shown in this list are the net amount amount of donations (the gross amount minus the processing fees).

There's a detailed breakdown of each Stripe Payout and all the individual donations included in the payout. The list is filterable, exportable, and printable.

Reset, Change, or Remove the Stripe Account

One of the advantages of using Giving and Registrations is knowing that our system never actually stores or transmits payment data (credit card numbers, bank accounts, etc.), as outlined in our Security Overview. It's all encrypted and transmitted directly to Stripe and held in your organization's Stripe account.

If your Stripe account is disconnected from Planning Center all payment methods stored in that Stripe account will be instantly disconnected as well. Planning Center has no access to them.

If your accounts are disconnected, the following will happen:

  • Recurring donations will begin to fail.
  • Donors will log into their donor interface and find no payment methods.
  • Text-to-Give will stop working.

If you think you need to reset, change, or remove your Stripe account from your Planning Center account, please contact our Support Team by selecting the ? in the top right of any app.

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