To to the Billing / Payments Tab and select the dates you would like to export. Click on Download:
The system will download a detailed report that ties out to your Daily Batch Transfers from Stripe:
That report includes the payments Gross, Stripe Fee, Net Amount, Subject Group, Job, Subject, etc.
Invoice Totals can be downloaded on the Invoices Tab:
The payment report is rebuilt from your Stripe payouts and balance transactions so that it reconciles against your daily batch transfers. Because it is assembled from Stripe rather than from the payments list on screen, it always covers the full date range you select. Filters applied to the Payments tab, such as a subject, an organization, or a search term, do not narrow the report.
The Download button appears once both a start date and an end date are selected.
Reports covering more than 250 records are generated in the background and emailed to you rather than downloaded in the browser. You will see a confirmation showing the address the report was sent to.
Rows are marked Complete once they have been included in a Stripe payout. Rows still awaiting their next payout are marked Pending, and these usually appear at the end of the date range.
If your Stripe account is a Standard connected account, the report includes only transactions created by Airstudio, so activity you process elsewhere in the same Stripe account is excluded.
The invoice report is built from your Airstudio invoices, and it does respect the filters you apply, including status, team, organization, subject group, product, and search terms. It is available as either Excel or PDF.
Voided invoices are excluded, unless they were also marked as paid manually.
To download a receipt for one payment rather than a full report, use the download button on that payment's row in the Payments tab.