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Finances

The Finances page is the admin view of all money tracked through Sign Ups: payments, refunds, and outstanding balances. It's a record of what your church database has collected, not a payment processor.

Finances is visible only to administrators.

What's on the page​

Summary​

Top-of-page totals across the selected event (or all events):

  • Total billed
  • Total collected
  • Outstanding balance
  • Refunded

:::note Screenshot needed finances-overview.png: the top of the Finances page showing summary tiles. :::

Payment ledger​

Every payment, refund, and adjustment in chronological order. Filter by:

  • Event
  • Method (online via your database, check, cash, etc.)
  • Date range
  • Family

Click any row to open the underlying registrant.

:::note Screenshot needed finances-ledger.png: the payment ledger with filters applied. :::

Common tasks​

Find an unpaid balance​

Filter the ledger by Outstanding, or use the Registrants page filtered to "Unpaid" or "Partial" status. The Family Portal makes follow-up easy.

Export for accounting​

Use Export to download the ledger as CSV. Include the date range and event scope you want.

Record a refund​

Refunds happen in your church database. After processing externally, either wait for the next sync to pick up the refund or open the registrant and record it manually so the balance reflects right away.

Sign Ups does not move money. Marking something refunded here is a record only.

Notes on data accuracy​

  • The ledger reflects what's been synced from your database plus any payments recorded manually.
  • If a payment is missing, check whether the next sync has run, or trigger one manually with the Sync button.
  • Balances on the registrant's record are always derived from the ledger plus any pricing or financial aid adjustments.
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