Record manual payments and view financial reports

Sometimes a family pays you in cash, or hands you a paper check at pickup. You can log that against their plan so your books match what you actually took in. These payments live outside of Stripe: recording one never charges a card or moves money in a bank. It's bookkeeping, not a transaction.

The reports side gives you the other half: a school-wide read on what's owed, what came in, and where money went. That now lives in your Stripe dashboard.

Record a cash or check payment

On the web, open the family's billing page and look for the Cash / check payments panel. Click Record payment to open the form.

In the app, open the family's Family billing screen and tap Record cash / check payment below the plan list. (There's no invoice-detail screen: recording is done from the family billing list.)

The form asks for:

• Apply to plan: which of the family's billing plans the payment goes against.
• Amount: the exact dollars you received.
• Method: Cash, Check, or Other.
• Date received: defaults to today. Set it to the day the cash or check actually came in. A future date won't save.
• Memo (optional): a check number, receipt code, or any note. Up to 500 characters.

Save with Record payment on the web (the modal's confirm button reads Record), or Record payment in the app. You'll get a quick confirmation.

You need admin or director access. You don't have to worry about logging the same payment twice: if the network stalls and you retry, Clear Day recognizes the payment you already recorded instead of writing a second one.

Financial reports live in Stripe

Clear Day no longer carries in-app report tiles, filters, or CSV exports. Your school runs on a Stripe Express account, and that account is where the financial reporting lives: payments, payouts, refunds, disputes, and balances. So the in-app Reports surface hands you off there.

On the web, open Billing settings and choose the Reports tile. In the app, the Reports tile under Billing settings does the same. Either way you'll see a Financial reports card: choose Open Stripe dashboard and Clear Day mints a single-use login link and opens your Stripe Express dashboard (in the app, in your phone's browser). You're already signed in.

In Stripe you can read your payment history, see each payout and what netted to your school, review refunds, and export the rows you need. If your Stripe account isn't connected yet, you'll be prompted to finish that first. See Set up payments.

Once your books are squared, you can issue a refund (also in Stripe) or assign a discount from the billing page. Still stuck? Email [email protected].