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How-to: Improve Reconciling with Stripe using Metadata

When you accept payments via Stripe, the money is settled directly into your account. YouLi passes metadata through to improve your reconciliation.

😎 Metadata in your Charge Descriptions 

In addition to the extra metadata below, YouLi always passes metadata in the Charge descriptions. 

Learn more about what's included in Charge Descriptions

⚡For your bookkeepers: More metadata in Stripe 

Meta data is now being passed with the payment and automatically included in any payment exports and zaps!

  • YouLiInstallmentLabel
    • Example: "Deposit"
    • This can include multiple installments if it is a "catchup payment"
  • YouLiReferenceCode
    • Example: "GW8F6AGILU"
  • YouLiTripAlias (aka Trip Short Name)
    • Example: "jordan-cambodia-template"
  • YouLiTripName
    • Example: "Jordan Cambodia Template"
  • internalPaymentId
    • Example: "3ec45c46-9992-ee11-8925-000d3afbdcd4"
    • Use this when reporting issues so we know exactly which payment 

To access this data in Stripe:

1. Look at the payment (click from Manage Payments)Screenshot 2023-12-07 at 8.55.45 am

2. Export all your payments and see these columns at the end of the rowScreenshot 2023-12-07 at 8.56.39 am

Screenshot 2023-12-07 at 8.53.18 am

This data is also passed in the Stripe webhooks that can be caught in Zapier

If you need to use this data in your zaps, just check in the "metadata" object as shown in the screenshot below.

New Payment In Stripe - Trigger