The Balance & Payments page provides comprehensive insights into your business's financial activities on the Buddy platform. Monitor your earnings, track payments, and access detailed transaction records to effectively manage your business finances.
Balance Overview
Balance & Payments page can be accessed from the main side menu. Your balance section displays all funds currently available for payout to your business. This includes:
Available Balance & Payouts
The total amount ready for transfer to your bank account through your connected Stripe account. This balance:
Updates automatically with new bookings
Reflects successful payment processing
Accounts for any refunds or adjustments
You can also request payout.
Payout
Payouts for the available amount can be requested from the Balance & Payments page.
The payouts are processed in 1 business day. The payments are processed by the payment platform Stripe.
Revenue & Refunds
These cards display the booking revenue today and this month, and refunds processed today and in this month.
Summary
The summary section displays total revenue and the breakdown by activity type - tours, trips and courses.
Payments
Access detailed records of all financial transactions within your account through an organized table format.
Transaction Details
Each entry includes:
Invoice number
Booking reference
Customer name
Activity details
Payment amount
Transaction ID
Payment timestamp
Current status
Payment Status Categories
Transactions are clearly marked with their current status:
Completed: Successfully processed
Pending: In progress
Failed: Requires attention
Refunded: Money returned
Frequently Asked Questions
Frequently Asked Questions
Balance Management
Q: When do funds become available for withdrawal?
A: Fund availability depends on several factors:
Standard processing time (typically 1 to 2 business days)
Your payout schedule settings
Payment method used
Any hold periods for new accounts Stripe Connect handles the actual transfer timing based on your country and bank.
Q: What affects my available balance?
A: Your available balance reflects:
Successful booking payments
Processed refunds
Platform fees
Payout schedule
Payment processing time
Transaction Records
Q: How long are transaction records kept?
A: The transaction record is stored until the booking is deleted. The history of transactions for a particular booking is available in the booking details under the activity details section.
Q: Can I export transaction data?
A: Transaction data is available on request for time being. Export feature will be enabled soon.
Financial Reports
Q: What reports should I review regularly?
A: Important regular reviews include:
Daily transaction summaries
Activity revenue
Monthly reconciliation
Quarterly trend analysis
Set regular review schedules for each report type
Q: How do I track seasonal performance?
A: Monitor seasonal patterns through:
Year-over-year comparisons
Peak season analysis
Off-season trends
Activity-specific performance
Use these insights for future planning.
Technical Issues
Q: What if transactions don't appear correctly?
A: If you notice discrepancies:
Verify booking details
Check payment status
Review transaction logs
Contact support if needed
Document any issues for faster resolution