When receiving payments through OpenSolar CashFlow, you can find the information needed to identify and reconcile each payout directly from the CashFlow Dashboard.
This article explains how to reconcile payouts processed through Stripe and BlueSnap in Australia.
Important: From 1 October 2026, processing fees will be deducted from credit card transactions before funds are paid out. This means the amount deposited into your bank account may be lower than the original customer payment. You should use the payout information in CashFlow to match the funds received with the relevant OpenSolar project.
Table of Contents
Reconciling Stripe payouts
Step 1: Open Stripe Payouts
Step 2: View the payout details
Step 3: Export the payout information
Switching between Stripe accounts
Reconciling BlueSnap payouts
Step 1: Open BlueSnap Payouts
Step 2: View the payout details
Step 3: Export additional information
Understanding the amount received
Accessing your payouts
- Log in to OpenSolar.
- Navigate to the CashFlow Dashboard.
- Open the Payouts tab:
CashFlow > Payment Requests > then select Payouts tab - Select the relevant payout provider — Stripe Payouts or BlueSnap Payouts.
Reconciling Stripe payouts
Step 1: Open Stripe Payouts
From the Payouts tab, select Stripe Payouts.
You will see a list of payouts processed through Stripe.
Step 2: View the payout details
Click on the payout you would like to reconcile.
This will open a pop-up containing more detailed information about the payout and the transactions included within it.
Step 3: Export the payout information
From the payout details, click Export to download a CSV containing the customer and transaction information associated with the payout.
Each payment row in the payout links to that project's payments page. A standalone invoice with no project opens All Payments filtered to that invoice. You can still use this CSV to match the payments against your accounting records.
Switching between Stripe accounts
When you connect Stripe to OpenSolar, you'll be prompted to create a new Stripe account specifically for use with OpenSolar. This allows you to access the full functionality of the OpenSolar Stripe integration.
If you already have an existing Stripe account, the new OpenSolar connected account will be added alongside it. You can easily switch between your Stripe accounts using the account switcher in the top-left corner of the Stripe Dashboard.
Keeping your OpenSolar transactions in a separate Stripe account also makes it simpler to identify and manage payments processed through OpenSolar.
Reconciling BlueSnap payouts
Step 1: Open BlueSnap Payouts
From the Payouts tab, select BlueSnap Payouts.
You will see a list of payouts processed through BlueSnap.
Step 2: View the payout details
Click on the payout you would like to reconcile.
The payout details include information about the transaction as well as a link to the OpenSolar project associated with the payout, making it easy to identify the corresponding customer and project.
Step 3: Export additional information
If you require additional information for reconciliation or accounting purposes, use the Export CSV function to download the payout details.
Understanding the amount received
For Credit Card transactions processed from 1 October 2026, the amount deposited into your bank account will reflect the customer payment less applicable processing fees.
For example, if a customer makes a $10,000 payment, the amount included in your payout may be less than $10,000 after the relevant processing fee has been deducted.
The CashFlow Payouts section provides the information needed to identify the transaction and reconcile the net amount received against the relevant project.
For more information about CashFlow or assistance reconciling a payment, please contact OpenSolar Support.
Frequently Asked Questions
Why can't I see my OpenSolar transactions in my Stripe account?
If you use Stripe for other parts of your business, your OpenSolar CashFlow transactions may be associated with a separate Stripe account.
Stripe allows you to create and manage multiple accounts using the same login details. Check that you have selected the Stripe account connected to OpenSolar CashFlow before looking for your transactions.
For more information, see Stripe's guide on creating and managing multiple Stripe accounts.
Why doesn't the payout into my bank account match the amount my customer paid?
For Credit Card transactions processed from 1 October 2026, applicable processing fees are deducted before funds are paid out to your bank account.
As a result, the amount received in your bank account may be lower than the amount paid by the customer. Use the transaction information available in the CashFlow Payouts section to reconcile the customer payment, fees and final payout amount.
Can a single payout contain payments from multiple customers?
Yes. A payout may contain multiple customer transactions rather than corresponding to a single OpenSolar project.
Open the payout in the CashFlow Dashboard to view the transactions included in that payout. You can also use Export CSV to download the transaction information and match individual payments to your projects.
How can I find which OpenSolar project a payment relates to?
Open the relevant payout from the CashFlow Payouts section and review the transaction details.
For BlueSnap payouts, the payout details include a direct link to the associated OpenSolar project. You can also use the Export CSV function where additional transaction or customer information is required.
For Stripe payouts, open the payout and use the project link on each payment row. That link opens the project's payments page. A standalone invoice opens All Payments filtered to that invoice. Use Export when you also need the CSV.
What should I do if I still can't reconcile a payment?
First, check the detailed payout information and CSV export available from the CashFlow Payouts section.
If you are still unable to identify or reconcile a transaction, contact OpenSolar Support and provide the relevant payout and transaction details so the team can assist.
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