How do I check my payments match?

Where: Readers & money → Payment matching

Open this page: admin.<your-site>/money/reconciliation (replace <your-site> with your site address). In the menu it sits under More.

Before you start

Only the site owner can mark a mismatch as reviewed.

Steps

1. Open Readers & money, then Check payments match. The page is titled Check payments match.
2. Read Last check. It shows when it ran and how many days it covered. It runs every night.
3. Under Mismatches, tap one to see Mismatch details.
4. Read What doesn’t match and What to do.
5. Tap Open order to see the order, if there is one.
6. When you have handled it, write a Review note and tap Mark reviewed.

Good to know

• A missed gateway message is fixed automatically. The page tells you how many.
• Kinds of mismatch: paid but no access, access but not paid, amount mismatch, unknown gateway payment and refund mismatch.
• Marking reviewed does not change anything in your orders. The next check won’t list it again. The note is for your team and your accountant.
• Before the first check you see "The first check runs tonight." After a good check: "Everything matches."
• Tap Refresh to reload.

Common problems

• "The last check failed". Check your gateway connection in Settings → Readers & money → Connections → Payments.

Questions

Related

• Orders & refunds
• Subscribers
• Plans