The short version
Start with the business question, choose the matching report and date range, and remember that sales, available processor balance and bank payouts are different views of the same money at different stages.
Choose the right view
Use revenue and sales views to understand what clients purchased in the selected period.
Use attendance views to understand visits, capacity and class participation.
Use client views for acquisition, activity and retention patterns.
Use payout views to connect processor transfers with the underlying balance activity.
Use Insights for a quick operational signal and Reports for a deliberate date-range analysis.
Avoid the common money mismatch
A sale date is not always a bank-deposit date. Stripe may deduct fees, refunds or disputes and may include transactions from several days in one payout. Alternative payment methods can also take longer to become available than card payments.
When totals differ, compare the same currency, timezone and date definition before assuming a transaction is missing.
Reconcile a payout
- 1
Open Payments and the payout detail for the bank transfer you are investigating.
- 2
Confirm currency, arrival date, status and gross balance activity.
- 3
Account for processor fees, refunds, disputes and adjustments included in the transfer.
- 4
Compare the resulting net amount with the matching bank deposit.
- 5
Export the relevant report when an accountant or external system needs the detail.
Answers before you get stuck
Why does today's revenue not equal today's bank payout?
Revenue records client sales, while a payout transfers available Stripe balance after timing differences, fees, refunds and other adjustments. They should be reconciled by transaction, not assumed to match by day.
Where should I investigate a specific bank deposit?
Start from the matching payout in Payments, then review the transactions and adjustments that make up its net amount.
Did this guide solve the problem?
Make the change, or ask with your account attached
Open the relevant Junocal screen now. If your question depends on a particular client, payment or class, Juno can send it to the support inbox with the page and studio context included.