> ## Documentation Index
> Fetch the complete documentation index at: https://help.coachiq.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Stripe Dashboard Basics

> Navigate your Stripe dashboard to view payouts, manage customers, and access financial reports

<Info>
  **Where to find this**: [stripe.com/dashboard](https://stripe.com/dashboard)
</Info>

## What the Stripe Dashboard is

The Stripe Dashboard is your payment processor's control center. While you manage day-to-day operations in CoachIQ, Stripe provides:

* Detailed financial reports
* Tax documents and statements
* Advanced payment settings
* Payout schedules and history
* Dispute and chargeback management

<Note>
  Most tasks happen in CoachIQ. Use Stripe for financial reporting, tax documents, and advanced configuration.
</Note>

## Key areas of Stripe

<Tabs>
  <Tab title="Home">
    **Overview of your payment activity**

    Displays:

    * Total revenue (today, week, month)
    * Recent payments
    * Account balance
    * Pending payouts
    * Quick stats and trends

    This is your financial snapshot. Check here to see high-level performance.
  </Tab>

  <Tab title="Payments">
    **Complete transaction history**

    View and filter:

    * All successful payments
    * Failed charges
    * Refunded transactions
    * Search by amount, customer, date
    * Export transaction data

    <Frame>
      <img src="https://mintcdn.com/coachiq/W9TCV-KilZuAV7_c/images/transcation-stripe-example.png?fit=max&auto=format&n=W9TCV-KilZuAV7_c&q=85&s=0b1baeb3c124e91c304a3a96b1569016" alt="Stripe Transaction Example" width="3070" height="2152" data-path="images/transcation-stripe-example.png" />
    </Frame>

    Detailed view of every charge processed through your account.
  </Tab>

  <Tab title="Customers">
    **Customer database**

    See:

    * All customers who've paid you
    * Saved payment methods
    * Transaction history per customer
    * Contact information
    * Customer lifetime value

    Stripe automatically creates customer records when clients pay through CoachIQ.
  </Tab>

  <Tab title="Products">
    **Product catalog**

    Your product library including:

    * One-time products
    * Subscription products
    * Pricing details
    * Product status (active/archived)

    <Info>
      Products created in CoachIQ automatically sync to Stripe. Changes made in Stripe appear in CoachIQ.
    </Info>
  </Tab>

  <Tab title="Subscriptions">
    **Recurring billing management**

    Monitor:

    * Active subscriptions
    * Canceled subscriptions
    * Upcoming renewals
    * Failed payment retries
    * Subscription changes

    <Frame>
      <img src="https://mintcdn.com/coachiq/YbuK1QlcGMqCgEzT/images/stripe-sub-example.png?fit=max&auto=format&n=YbuK1QlcGMqCgEzT&q=85&s=2251ee3ffe79db31b008df140de77736" alt="Stripe Subscription Example" width="3070" height="2114" data-path="images/stripe-sub-example.png" />
    </Frame>

    Subscriptions created through CoachIQ appear here with full billing history.
  </Tab>

  <Tab title="Balance">
    **Your available funds**

    Shows:

    * Available balance (ready to payout)
    * Pending balance (processing)
    * Payout schedule
    * Payout history
    * Bank account details

    Track when money moves from Stripe to your bank account.
  </Tab>
</Tabs>

## What syncs between CoachIQ and Stripe

**CoachIQ → Stripe:**

* Products you create
* Transactions processed
* Subscriptions started
* Refunds issued
* Customer information

**Stripe → CoachIQ:**

* Payment confirmations
* Subscription renewals
* Failed payment notifications
* Customer updates
* Payout status

<Check>
  Data syncs in real-time. Changes in one platform appear immediately in the other.
</Check>

## When to use Stripe vs. CoachIQ

<Tabs>
  <Tab title="Use CoachIQ for">
    **Day-to-day operations:**

    * Creating and editing products
    * Viewing transactions
    * Managing subscriptions
    * Issuing refunds
    * Tracking credits
    * Client communication
    * Booking management

    CoachIQ is your primary workspace for running your coaching business.
  </Tab>

  <Tab title="Use Stripe for">
    **Financial management and reporting:**

    * Downloading tax documents
    * Generating financial reports
    * Exporting transaction data
    * Updating payout schedule
    * Managing disputes/chargebacks
    * Viewing detailed fees
    * Advanced fraud settings
    * API configuration

    Stripe provides financial depth that CoachIQ doesn't need to duplicate.
  </Tab>
</Tabs>

## Common Stripe tasks

<AccordionGroup>
  <Accordion title="Download tax documents">
    1. Log into Stripe Dashboard
    2. Click **Reports** in left sidebar
    3. Select **Documents**
    4. Download 1099-K or other tax forms

    Tax documents available in January for the previous year's activity.
  </Accordion>

  <Accordion title="Change payout schedule">
    1. Go to **Settings** in Stripe Dashboard
    2. Click **Bank accounts and scheduling**
    3. Select your payout frequency (daily, weekly, monthly)
    4. Save changes

    <Warning>
      First payout always takes 7-10 days regardless of schedule. Subsequent payouts follow your selected frequency.
    </Warning>
  </Accordion>

  <Accordion title="View detailed fees breakdown">
    1. Click **Balance** in left sidebar
    2. Select **Payouts** tab
    3. Click any payout
    4. See itemized fees: processing fees, refund fees, disputes

    This shows exactly what Stripe charged for each transaction.
  </Accordion>

  <Accordion title="Export transaction data">
    1. Go to **Payments** in Stripe Dashboard
    2. Apply any filters (date range, status, amount)
    3. Click **Export** button (top right)
    4. Choose CSV or Excel format
    5. Download file

    Use this for accounting software or custom financial analysis.
  </Accordion>
</AccordionGroup>

## Test mode vs. live mode

Stripe Dashboard has two modes:

**Test Mode**: Use fake card numbers to test payment flows without real money. Toggle Test Mode on to safely experiment with products, subscriptions, and refunds.

**Live Mode**: Real payments with real money. This is your production environment where actual client transactions occur.

<Info>
  The toggle switch is in the top right of your Stripe Dashboard. CoachIQ automatically reflects whichever mode Stripe is in.
</Info>

## Understanding your balance

Your Stripe balance has two states:

**Pending**: Money from recent payments that's still processing. Typically holds for 2 business days before becoming available.

**Available**: Money ready to pay out to your bank account. Stripe automatically deposits available funds based on your payout schedule.

<Note>
  Your first payout takes 7-10 business days after your first successful payment. This initial delay is standard for new accounts.
</Note>

## Need more help with Stripe?

Stripe provides comprehensive documentation for advanced features:

* **Stripe Documentation**: [stripe.com/docs](https://stripe.com/docs)
* **Stripe Support**: [support.stripe.com](https://support.stripe.com)
* **API Reference**: [stripe.com/docs/api](https://stripe.com/docs/api)

For CoachIQ-specific payment questions, contact CoachIQ support.

## Related articles

* [Connecting Stripe to CoachIQ](/payments/connecting-stripe)
* [Understanding CoachIQ Payments](/payments/getting-started)
* [Transactions Dashboard](/payments/transactions)