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Payments & refunds

Avero processes card payments through Stripe Connect, so tasting-room, storefront, club, and event sales settle into one account. This page covers where the money lives — the Financials report, payouts, reconciliation, refunds, saved cards, and cash.

Taking a payment at the register?

For actually charging a guest (card reader, cash, gift cards, payment links), see Settle a check & take payment.

Who can use it​

  • Financials — stripe.financials.read: Manager, Admin.
  • Payment reconciliation & error triage — reports.payment_reconciliation: Manager, Admin.
  • Issue a refund on an order — orders.refund: Manager, Admin.
  • Cards on file — guest.card_methods.read to view, guest.add_card to capture: all POS-facing roles.
  • Cash drawers — the cash_drawer.* set: Manager, Concierge, Admin.

Financials​

/admin/financials (Financials — "Stripe Connect financial reporting"; the same page answers at /financials and /reports/financials) is the money dashboard. Pick a date range (today, last 7 days, this month, last month, or custom) and read four tiles:

  • Gross Volume — with charge count and Stripe fees.
  • Net Volume — "After Stripe fees".
  • Refunds — amount and count.
  • Payouts — what Stripe has sent to your bank.

Financials — gross and net volume, refunds, payouts, and transactions.

Financials — gross and net volume, refunds, payouts, and transactions.

Below, Transactions lists every Stripe event — filter by All types, Charges, Refunds, Disputes, or Payouts, page with Load more, and export any of the three CSVs: Charges, Refunds, Payouts. The page is read-only reporting; refunds are issued from the surfaces below, and the Stripe dashboard itself opens from Open in Stripe on the Stripe integration page.

Reconciliation​

Two reports keep the books honest — both documented in Reports & KPIs:

  • Payment Reconciliation (/reports/payment-reconciliation) ties Avero's settled tenders to Stripe's ledger and payouts, exception by exception. Its footer states the contract: "Numbers reconcile to /reports/financials."
  • Payment error triage (/reports/payment-errors) queues every failed payment — declines first — with Resolve / Ignore actions.

Refunds​

Refunds are issued where the sale lives, not from Financials:

  • Storefront, club, phone, and POS-born orders — Issue Refund on the order's Payment card at /admin/orders/:id. Stripe-processed orders refund automatically — "This refund will be processed automatically through Stripe." — others are recorded as manual refund requests. See Orders & fulfillment.
  • Event tickets — the refund reconciliation queue at /admin/events/refunds (Events).
  • Wine-club release charges — the release's reconciliation page at /admin/wine-club/releases/:id/reconciliation (Releases & shipments).
  • Cash refunds at the drawer need cash_drawer.refund (Manager, Admin).

Every refund then shows up in Financials (the Refunds tile and transaction rows), in the Daily Sales Summary's Refunds section, and in the Refund Rate KPI (Reports & KPIs).

Card on file​

A guest's saved card shows on their CRM profile as a brand-plus-last-four badge (amber when it expires soon) and can be captured during intake, reception check-in, or POS checkout. Cards are stored in Stripe — Avero never holds the number — and can be charged for guest-account payments, pickups, and club renewals. See Guests & CRM.

Cash​

Reconcile drawers at /operations/cash-drawer — open with a float, drop, pay out, and close with a count. The daily cash report lives there too. See Daily operations.

Payment policies​

Deposit rules and other payment behavior are configured under Company → Policies (Payment Policy) at /admin/company — see Settings.

Reference​

ControlWhereWhat it does
Charges / Refunds / PayoutsFinancials → TransactionsExports that transaction type as CSV.
Load moreFinancials → TransactionsPages further back through Stripe events.
Issue RefundOrder detail → Payment cardRefunds up to the refundable amount.
Resolve / IgnorePayment error triageCloses out a failed payment.
Open in Stripe/admin/integrations/stripeOpens your hosted Stripe dashboard.

Troubleshooting​

  • "Failed to load financial summary. Please try refreshing the page." — a transient Stripe fetch failure; refresh.
  • "No transactions found for the selected date range." — widen the range; payouts especially arrive on a delay.
  • Numbers don't match Stripe — run Payment Reconciliation for the same window and check its Exceptions table.
  • A refund attempt shows "Manual Action" — the payment wasn't Stripe-processed; record the refund through your manual process, then mark it on the order.
  • "Payments are currently blocked" on the Stripe page — finish onboarding: Resume Onboarding at /admin/integrations/stripe.