Stripe dashboard features
Stripe dashboard
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.
Use the links below to navigate to the section quicker.
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): https://go.gov.sg/formsg-guide-payments-stripe-export-sample
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.
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: https://go.gov.sg/formsg-guide-payments-stripe-payout-csv-sample
You can also enable notifications for your payouts in Stripe's communication preferences.
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 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.
IAM administrators have ability to connect FormSG to Stripe, but do not have access to other features like payment records.
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
Card payments cannot be disabled for now.
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 section of the Dashboard (Settings > Reporting and Documents > Documents). More information here.
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