Gifted | Payment Reconciliation

Gifted | Payment Reconciliation

  • Log on to your Gifted platform

  • Click on 'Reports' in the menu on the left

  • Select 'Finance' from the 4 options

  • Enter the dates required for the report.

  • Click on 'Download CSV' (This file contains voucher no, order details, status, fees paid, postage and total amount on the vouchers.) You can then tally this with your stripe account.

Recommendations

If you have opted for stripe payment on a daily, weekly or monthly basis then we recommend matching it with a Gifted report.

You may also wish to read this article on how to view your transfer documents on the Gifted platform.

    • Related Articles

    • Gifted | How to take a cash payment

      As a staff member, you have the ability to take cash payments through Gifted, for when a guest is standing in front of you handing over money. This is how you would log it through Gifted. Log on to your Gifted platform. Click on ‘Create an Order’. ...

    • Gifted | What happens when a payment fails?

      Once a voucher has been added to the basket on the Gifted storefront and the customer has progressed to the payment stage, they will be required to enter their payment details. If a customer enters an incorrect CVC or postcode the payment will fail. ...

    • Gifted | How to connect to Stripe (Payment gateway) in Gifted

      What is Stripe? Stripe is a payment gateway that is needed in order for your platform to go live. In order to take online payments and receive them, you’ll need to connect to the payment gateway Stripe. You can connect to an existing account if you ...

    • Gifted | Glossary

      The Gifted Glossary is designed to help you with our terminology and make sure you don’t feel a little lost and confused by our jargon. So… what do the following words mean? Breakage - In essence, it's pure profit. It simply refers to the vouchers ...

    • Gifted | Cancel an Order

      A guest has just placed an order, but they call up to say they need to cancel it. What do you do? Cancel it with our simple ‘cancel order’ process. If a guest calls up weeks or months after they placed an order and say they no longer want it/ask for ...