> ## Documentation Index
> Fetch the complete documentation index at: https://docs.deandesk.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Institution finance

> Review connected-account payments, manage subscriptions and products, and track donations.

<Info>
  **Institution-level feature** — open **Finance** at `deandesk.com/dashboard`. This workspace requires an institution **Super Admin** Identity. School finance tools are documented under [Transactions](/finance/transactions), [Products](/finance/products), and [Student billing](/sis/billing).
</Info>

The institution finance workspace has four pages: **Transactions**, **Subscriptions**, **Products**, and **Donations**. These manage money collected through your institution's connected Stripe account. Your own subscription to DeanDesk is managed separately in [Billing & Payments](/institution/billing).

## Connect the right account

Open **Settings → Stripe** to connect an account or review its onboarding, charges, and payouts status. Finance pages link back through **Stripe settings**. Without a connected account, the workspace prompts you to connect Stripe first.

Check the **Live mode** or **Test mode** badge before working. The selected institution environment controls which account and records you see. Test and live data are separate.

<Note>
  Payments and subscriptions from schools that share the institution's connected account can appear here. A school's independent connected account is managed from that school's finance tools. Do not interpret institution finance as a consolidated view of every independent Stripe account.
</Note>

## Transactions

Open **Finance → Transactions** to search by name, email, product, or payment reference. Narrow the results by date range, transaction status, payment method, and refund state. The summary shows matching transaction counts, gross processed amounts, and refunded amounts. Amounts are grouped by currency rather than combined into a misleading single total.

Use **Export CSV** to export the filtered results. Open a transaction to inspect its payer, payment details, refunded amount, refundable balance, and available receipt or invoice links. Some older records may have fewer details.

### Issue a refund

<Steps>
  <Step title="Open the payment">
    Find the transaction and open its details. The refund form appears when a refundable balance remains.
  </Step>

  <Step title="Enter the amount">
    Enter a full or partial refund up to the displayed refundable balance. Add an optional **Internal note**.
  </Step>

  <Step title="Review and confirm">
    Click **Review refund**, check the amount and recipient, then **Confirm refund**. This submits the refund to Stripe.
  </Step>
</Steps>

A refund returns a payment. To stop future recurring charges, also review the subscription's renewal settings.

## Subscriptions

Open **Finance → Subscriptions**. Search subscriptions by customer, email, or product, and filter by status. Summary cards show **Monthly recurring revenue** by currency, **Active subscriptions**, and **Past due subscriptions**.

Open a subscription to inspect its current period, products, payment method, discounts, cancellation state, and average yearly total. For editable subscriptions you can:

* Add or remove products, switch prices, and change quantities. A subscription must retain at least one product.
* Select one or more existing institution Stripe coupons in **Discounts**.
* Set **Duration** to renew until canceled, cancel at the end of the current period, or cancel on a specific date.
* Reset the billing cycle to today and choose the displayed **Proration** behavior when changing products or the billing anchor.
* Select a specific saved payment method or use **Customer default**.

Review the changes before saving. Changing products, proration, or the billing cycle can affect the customer's charges.

### Cancel or keep a subscription

The cancellation confirmation defaults to the end of the current period. Select the immediate-cancellation option only when the subscription should stop now. If cancellation is scheduled but has not completed, the subscription detail view lets you reactivate it. A completed cancellation cannot be undone through that action.

## Products and catalog

Open **Finance → Products** to search names, descriptions, or tags; filter by product type or active/archived status; and sort the catalog. Create and edit products, add prices, and archive products or prices that should no longer be offered. Select products to **Archive selected** or restore archived products, then review and confirm the bulk action.

Product details include pricing and sales information. Prices can be one-time or recurring; recurring prices support an interval, an interval count, and optional payment cycles. Review the displayed currency before creating a price.

In **Catalog & promotion**, configure:

| Field                        | Purpose                                |
| ---------------------------- | -------------------------------------- |
| **Tags**                     | Organize and search products           |
| **Sort order**               | Set catalog ordering                   |
| **Featured product**         | Mark an item as featured               |
| **Hide from public catalog** | Remove it from public catalog listings |
| **Promotion headline**       | Show promotional copy                  |
| **Promotion expires (UTC)**  | Set when the promotion expires         |

Click **Save catalog settings** to apply these fields. Hiding a product from a catalog does not cancel subscriptions already using it.

## Donations and campaigns

Open **Finance → Donations**. The **Donations** tab searches donor name, email, message, or Stripe reference and filters by campaign, status, frequency, and date. Summary cards show matching donations, completed donation totals by currency, and recurring donation records.

Open a donation for donor details, message, amount, status, and payment references. **Cancel recurring donation** schedules cancellation at the end of the current billing period. Review or change that schedule from **Subscriptions**. The donation record retains the original payment status; it is not the current subscription status.

The **Campaigns** tab opens the donation-product catalog. Campaign settings include an image, YouTube video, goal, deadline, preset amounts, and donor-wall visibility. Use the product's sales details to review contributions. Public donation access also depends on **Settings → Institution → Public portal navigation → Donate tab**.