Overview
Reconciling ensures your Copilot CRM payments match the transactions processed in Stripe.
We recommend completing this process monthly to confirm that all payments were received correctly and recorded accurately across both platforms.
Step 1: View Payments in Copilot
In Copilot, go to Finances > Payments.
Adjust the Date Range filter to the period you’d like to review.
Example: Select Last Month to view all payments from the previous billing cycle.
Click the All Payment Methods dropdown and choose Credit Card/Debit Card.
Leave the Income dropdown set to “All” to include all incoming payments.
This filters your payments list to only show transactions processed through Stripe.
Step 2: View Payments in Stripe
Log in to your Stripe Dashboard.
From the sidebar, go to Payments.
Click the Date filter at the top of the page.
Adjust your date range to match what you selected in Copilot.
You can choose Last 30 Days or Between Custom Dates as needed.
Click Apply to confirm your filter.
This will display all payments processed in Stripe during the same period.
Step 3: Compare Copilot and Stripe Entries
Next, compare the transactions between the two systems.
In Copilot, review each payment line item and verify that the Payment Amount matches the corresponding entry in Stripe.
For additional accuracy:
Confirm the Invoice Numbers match between both systems.
If applicable, check whether a payment was recorded as Credit added to a customer’s account rather than a direct invoice payment.
Step 4: Resolve Any Discrepancies
If you notice a payment listed in one system but not the other:
Wait a few hours, as payments may take time to fully post between systems.
Confirm that the payment method (credit card, ACH, etc.) aligns between platforms.
Review any refunds or chargebacks in Stripe, as these may not appear as standard payments in Copilot.
If discrepancies persist, export your payment data from both systems to compare records more easily or contact Copilot Support for assistance.
Tip
Make reconciliation part of your monthly accounting routine to prevent mismatched payments and ensure your financial records stay consistent across both platforms.