Getting started
Running a monthly review
More sources and clients
How the numbers work
Exporting from Stripe
Which Stripe export to use, and the settings that lose history.
The simplest route is to connect Stripe and let Morevy pull the history itself. If you would rather upload a file, use Stripe's Payments export.
Note. Looking for a general walkthrough of getting data out of Stripe rather than Morevy setup? Getting your data out of Stripe covers every route: CSV, the API, and the accounting reports.
Which export
Payments | One row per charge. This is the file to use. |
Invoices | One row per invoice, including unpaid ones. Useful alongside, not instead. |
Balance and payout reports | Money moving to your bank. Not a payment history. |
Step 1: Open Payments in live mode
In the Stripe Dashboard, go to Payments and check that you are in live mode. A test-mode export looks real and contains nothing real.
Step 2: Set the date range
Select Export and set a date range that covers the month you want to review and at least the month before it. A year is better if it stays under 60,000 rows. The default range is often the last 30 days, which is too short.
Step 3: Include the columns
Choose all columns if Stripe offers the choice. Extra columns cost nothing and give you more ways to break the month down. A long export may arrive as an emailed download link.
What Morevy reads
Customer ID | Who paid. The email is kept as contact detail. |
Created date (UTC) | When the payment was taken. |
Amount and Currency | How much, and in what currency. |
Amount Refunded | Refunds, dated by Refunded date (UTC) when that column is present. |
Status | Failed charges are left out. |
Description | Often carries the product or plan name, which becomes a breakdown. |
Morevy recognizes a Stripe export and shows you how it read each column. Select any highlighted phrase on the reading to change it.
Payments with no customer, and mixed currencies
Payments with no customer. Checkout and Payment Links can take a payment without creating a customer. Morevy reports blank cells in the customer, date or amount columns when it reads the file, so you can decide what to do with those rows.
More than one currency. Filter the Payments page to one currency before exporting; the export follows the filters in force. See Export your payments for the currency rule.