Fundraisers: How to reconcile orders with Stripe

The following explains how to reconcile your fundraiser orders with your Stripe account…

Reconcile from Orders to Stripe:

1. Log in to your PTOffice account and go to Fundraisers > Fundraiser Orders
2. Hover over the Action column next to the order you’d like to reconcile and click View Order
3. Copy the Transaction ID you see in the popup next to the Order Number.
4. Log in to you Stripe account and paste the Transaction ID in the Search bar located along the top of the page
5. Click Enter to complete your search. The resulting page is that order’s match.

Note: The amount you see in Fundraisers is pre-Stripe fees. The amount you see in Stripe is less the Stripe fees (2.9% + .30).

Reconcile from Stripe to Orders:

1. Log in to your Stripe account and go to Payments
2. Click on the payment you wish to reconcile
3. Copy the Transfer ID you see in the Payment method section of the page (it begins with tr_)
4. Log in to your PTOffice account and go to Fundraisers > Fundraiser Reports
5. Paste the Transfer ID in the search box
6. Click Enter to complete your search. The resulting order is that Transfer ID’s match.

Note: The amount you see in Fundraisers is pre-Stripe fees. The amount you see in Stripe is less the Stripe fees (2.9% + .30).