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School-level feature — managed within your school portal at yourschool.deandesk.com.

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Video walkthrough

This walkthrough uses the real DeanDesk interface with the fictional Northstar Academy demo school and a calm, AI-generated English voice. Payments and outside services are not connected in the demo.
Use the school Finance workspace to review billing activity. The Reports workspace produces academic student reports; financial review uses the finance views below and your connected Stripe account.

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Choose a finance view

For an individual User, open User Management, then the User’s Billing History to review outstanding balance and invoice payment status.
Summary cards belong to their view and filters. Invoice totals describe amounts billed; transactions describe money collected; Stripe payouts describe transfers to your bank. These amounts can differ because of unpaid invoices, refunds, fees, and settlement timing.

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Export payment and enrollment data

1

Choose a payment period

Open Finance → Transactions and choose a date preset or apply a Custom range.
2

Export transactions

Click Export CSV to download payments matching the current range and filters. Use a consistent period, such as a month or term, for each reconciliation.
3

Export participation when needed

Open Finance → Enrollments, select the relevant products and filters, and click Export for subscriber, payer, purchase, and checkout-form information.
For invoice documents, open the invoice’s PDF or hosted invoice link in Finance → Invoicing. See Transactions & refunds, Enrollments, and Invoicing for details.

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Subscription metrics

The Subscriptions list shows an Avg. yearly total that normalizes recurring prices and quantities to a year. Treat it as a billing estimate, not historical collected revenue or a promise that a finite plan will run for a full year. If your admin dashboard includes the Monthly recurring revenue widget, use it as an estimate of recurring billing. Reconcile actual receipts from Transactions, especially when subscriptions are past due or scheduled to end.

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Reconcile Stripe payouts

Open Finance → Stripe → Stripe Dashboard to inspect the connected account’s payments, fees, disputes, balance, and payouts.
  1. Confirm that DeanDesk and Stripe are showing the same school account and test/live environment.
  2. Export DeanDesk transactions for the payment period and compare Stripe references and refund amounts.
  3. Review open and overdue invoices separately to identify amounts still owed.
  4. Compare the Stripe payout’s included payments, fees, refunds, and adjustments with the bank deposit.
Use the payout dates and schedule shown by Stripe. A payment’s charge date and its bank deposit date may differ.