View payout reports
In Giving, all donations received through Church Center or via text are processed using Planning Center Payments. Every time money is deposited into your linked bank account, a payout report is generated. You can use these payout reports to reconcile deposits (called payouts) to your bank account or general ledger.
Go to the Payouts tab on the Donations page to view all payout reports within your selected date range.
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Select Donations in the top navigation.
Select Payouts on the left.
Select Expected payouts in the top right to see a list of payouts that are in transit to your bank.
Set a date range for the list of payouts that you want to view. If you choose Custom, you will need to add a start and end date, and then select Apply.
Select [number] payouts at the top of the report list to view combined payout information for the date range, or select a report for a specific date.
In the top section of the report, view a breakdown of how the net Giving income is calculated for a payout, including the fee charged and the effective rate for that payout.
Select Open in accounts settings to see a report that includes non-Giving income from Registrations. This option is only available when you have selected a single payout.
In the Donations section, view details of donations included in the payouts you've selected.
Use filters to further focus your view of only specific types of donations included in the payouts you've selected.
Your Payments account owner can change which bank account your payouts are sent on the Settings tab on the Payments page in Account settings.
If you need to change your Payments account owner, contact the Planning Center Support Team by selecting the ? in the top right of any page.