We’re improving payout reconciliation in Planning Center!

A webpage displaying a detailed financial summary of payouts, transactions, and income with filter options and CSV download button in a browser window.

When you process any payment through Planning Center, whether it be a donation through Giving or a payment for an event in Registrations, that money gets associated with a payout. We’ve improved our payout reports so bookkeepers can review all payout details from one place in Planning Center.

This new report brings payout information from both Giving and Registrations together in Accounts. Instead of comparing Giving payout reports, Accounts summaries, and Stripe’s summaries, you can now see each payout’s totals, fees, refunds, disputes, and related transaction details in a single payout report.

Every transaction in the deposit

Reports include summary totals, breakdowns by fund or signup, payout-level details, and a transaction table that makes it easier to understand what contributed to each deposit or withdrawal. Registrations payments now appear with the same kind of detail as Giving donations, including the registrant, signup, gross amount, fee, net amount, and status.

You can also view payouts across a date range for monthly reconciliation, filter transaction details, and export reports for your records or accounting workflow.

Export it

Want to download the whole report as a CSV to bring into your accounting software? No problem! You can download the summary or full transaction details directly from the report.

Access hasn’t changed

Adding registration payments didn't change existing permissions. No administrator gains access to individual transactions they couldn't see before, and transaction detail is still limited to your Giving admins and bookkeepers.

We hope this new report makes reconciling your deposits easier than ever!

💛 Team Giving