Monthly revenue and refunds to a sheet

Month-end reporting shouldn't mean logging in to Stripe. On the 1st this reads last month's paid charges and refunds and works out total revenue, the number of refunds and the average order size.

It adds a row to your sheet to keep the history, and emails the CFO the same figures in a short summary.

Run every month on day 1 at 08:00.Run every month on day 1 at 08:00.

Monthly Revenue sheetSet sheet_link to blank.

CFO's email addressSet cfo_email to blank.

Last month's paid Stripe chargesList payments since Last month. Save it as paid_charges.Stripe

Last month's Stripe refundsList refunds. Save it as refunds.Stripe

Add last month to the Monthly Revenue sheetAdd a row in sheet_link. Save it as revenue_row.Google Sheets

Email the CFO the monthly summarySend an email to cfo_email. Save it as summary_email. Subject: Revenue summary for paid_charges.periodHi, Here is the revenue summary for paid_charges.period: - Total revenue: paid_charges.total_display - Refunds: refunds.count (refunds.total_display refunded) - Average order size: paid_charges.average_display ...Gmail