> For the complete documentation index, see [llms.txt](https://guide.form.gov.sg/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://guide.form.gov.sg/user-guides/advanced-guide/payments/stripe-dashboard-features.md). # Stripe dashboard features ### Stripe dashboard {% hint style="info" %} This is not meant to be an exhaustive list of the features you can find on Stripe dashboard. Please use Stripe's search bar or visit the Stripe documentations if it is not covered in this section. {% endhint %} Use the links below to navigate to the section quicker. * [Search](#search) * [Account ID](#account-id) * [Payments](#payments) * [Refunds](#refunds) * [Notifications](#notifications) * [Branding and public details](#branding-and-public-details) * [Payout](#payout) * [Bank account and payout schedule](#bank-account-and-payout-schedule) * [Team and roles](#team-and-roles) * [Security history](#security-history) * [Payment methods](#payment-methods) * [Tax invoices reports](#tax-invoices-reports) #### Search You may use the search bar in Stripe for different purposes. For example, you may search the form submissionID for the payment record.

#### **Account ID** You may find your account ID in the Stripe dashboard profile.

Scroll down to the Accounts section. Here you will find all the account IDs of business accounts associated with your email address.

#### **Payments** Every payment submission made on FormSG will be automatically be populated in Stripe. Navigate to Payments in the Stripe dashboard. Here, you will all payment records associated with your business account / account ID.

Stripe also provides you various ways to filter you payments, such as statuses, date, amount and payment method.

Clicking into a payment record will provide more details

You will be able to see some details about the customer, payment method and timeline of the payment. *In this example, you can see that payment was started on 12 May and refunded on 15 May.*

If you scroll down further, you will find the metadata section that will be automatically populated with some FormSG details such as form title, email and submissionid.

You can also export the results.

Choose the date range and headers you would like to export.

Sample (21 columns): #### Refunds Stripe also provides a way for you to refund the payments. Simply click on refund and specify the reason.

The status of your payment will immediately turn to "refunded" but will still take 5-10 days to reach the payer's bank account.

#### Notifications Even though storage mode does not have notifications, you can enable notifications for every successful payments in the Stripe dashboard profile settings.

If you are looking for notifications that include data collected, consider using [webhooks](/user-guides/advanced-guide/webhooks.md). #### Branding and public details Stripe provides some limited customisation for your tax invoice. These can be found in the public and business details section in the ⚙️ settings.

The public business name will show up at the top of invoice as "Invoice from xxx" while the support email will appear at the bottom as contact information showing "If you have any questions, please contact us at xxx".

You can change the logo and color of the invoice under branding.

#### Payout Navigate to the Reports tab to find your payout reconciliation reports.

Click on download to view your payout breakdown in CSV format.

The settlement period for payments is 3 days and done in one lump sum. One payout ID will be generated for the lump sum and you can see the breakdown of the payments/refunds in this report. Sample:

You can also enable notifications for your payouts in Stripe's [communication preferences.](https://guide.form.gov.sg/user-guides/payments/stripe-dashboard-features#notifications)

#### Bank account and payout schedule You can look for the bank account details under the ⚙️ settings.

Here, you can find the settlement currencies and bank accounts. You must be an administrator of the business account in order to make changes. By default, the payout schedule is automatic and we recommend to keep it this way to keep a breakdown of the transactions.

#### Team and roles Detailed permission of [roles](https://stripe.com/docs/account/teams/roles) on Stripe. You can add different members to your business accounts and assign them a role.

Here, you can see all team members and their roles. You may add a new member. {% hint style="info" %} IAM administrators have ability to connect FormSG to Stripe, but do not have access to other features like payment records. {% endhint %}

To add a new member, enter their email address and choose a role for them. You can find out more about the role with the role description on the right.

#### Security history There are audit logs for various activities/actions for the business account. You can find this in the security history section.

Here, you can view the logs such as logins, exporting data and more.

#### Payment methods {% hint style="info" %} Card payments cannot be disabled for now. {% endhint %} Look for payment methods in search bar or in settings on the gear icon on the top right.

Under "Your account", click on "edit settings ->"

Under the profile configuration, choose a profile under "FormSG configurations".

Look for the payment methods and turn off payment methods that you do not need.

Add payment method domains for form.gov.sg and uat.form.gov.sg.

#### Tax invoices reports You can download your tax invoices from the [Documents](https://dashboard.stripe.com/account/documents) section of the Dashboard (Settings > Reporting and Documents > Documents). More information [here](https://support.stripe.com/questions/download-tax-invoices-for-stripe-fees). --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://guide.form.gov.sg/user-guides/advanced-guide/payments/stripe-dashboard-features.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.