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

# Viewing Finances

> Use Producer Finances to review payout readiness, BEATPAY or Stripe setup, balance summaries, transaction statuses, and earnings panels.

The **Producer Finances** page is the current payout hub for producers. It shows the payout setup available to your account, balance summaries, and earnings history without requiring you to leave BeatPass.

## Opening Producer Finances

<Steps>
  <Step title="Open Backstage">
    Click your **profile avatar** in the top navigation bar, then select **Backstage**.
  </Step>

  <Step title="Go to Finances">
    In the producer area, open **Finances**.
  </Step>
</Steps>

## What You See First

### If Payout Setup Is Not Finished

BeatPass shows an onboarding panel with:

* The page title **Producer Finances**
* A setup overview for payout-enabled revenue streams
* **Set up BEATPAY** to add your bank account and start receiving payouts

### If Payout Setup Is Ready

You see the normal finances dashboard. If you manage more than one producer profile, BeatPass can also show an artist selector at the top of the page.

***

## Account Overview

The top summary card is called **Account Overview** and uses four stat cards. What they show depends on your payout setup.

With **BEATPAY** bank payouts:

| Card             | What It Means                                          |
| ---------------- | ------------------------------------------------------ |
| **Lifetime**     | Total received across the tracked history              |
| **Queued**       | Earnings waiting for the next payout run               |
| **Sending**      | Money already on the way to your bank                  |
| **Bank Account** | The bank account and currency your payouts are sent to |

With a legacy **Stripe Connect** account:

| Card           | What It Means                                                                    |
| -------------- | -------------------------------------------------------------------------------- |
| **Balance**    | Funds currently ready for payout, or **Setup required** if payouts are not ready |
| **Upcoming**   | Money expected to move next, including queued subscription splits                |
| **In Transit** | Funds already moving to your bank or payout destination                          |
| **Lifetime**   | Total earned across the tracked history                                          |

### Other Details on This Section

* BeatPass shows an **Updated** timestamp when cached finance data was last refreshed
* If the account has more than one balance currency, the page can show a **Multi-currency account** warning
* If the history is truncated for performance, the page can show **Showing last 1,000 transactions**
* If BEATPAY is available, the page can show **Live Exchange Rate** details for the selected currencies

<Note>
  The page focuses on summary information. It does not expose every raw payout-provider field or every internal payout-calculation field inside the UI.
</Note>

***

## Transactions

The main history area is called **Transactions** and includes filter tabs for:

* **All**
* **Sales**
* **Subscriptions**
* **Paid**
* **Pending**
* **Failed**

### Status Labels You Can See

Rows in the transaction list can show these user-facing statuses:

| Status             | Meaning                                                                    |
| ------------------ | -------------------------------------------------------------------------- |
| **Sale completed** | A direct sale completed through its established payout route               |
| **Payout queued**  | A BEATPAY sale completed and its producer payout is waiting to move        |
| **Queued**         | A subscription split exists but is still waiting to move                   |
| **Sending**        | BeatPass is actively sending the split through the active payout route     |
| **Paid**           | The BeatPass-side payout step completed                                    |
| **Held**           | A sale payout is paused while a refund or dispute on that sale is resolved |
| **Failed**         | The transfer hit an error                                                  |
| **Refunded**       | The sale was refunded                                                      |
| **Excluded**       | You were not eligible for that subscription split when it ran              |

<Warning>
  The current UI does not include a separate **Excluded** filter tab, and it does not provide a click-to-open full transaction breakdown drawer for each row.
</Warning>

### Pending Banner

If you have pending items, BeatPass can show a banner like:

`X queued • payouts move automatically`

That banner is a quick signal that payouts are still moving through the system without any extra action from you.

***

## How Earnings Work

At the bottom of the page, BeatPass currently shows a **How Earnings Work** section that explains three sources:

* **Track Sales**
* **Subscription Payouts**
* **Bonus Payouts**

This section is explanatory. It is meant to help you understand why money appears in your history, not to replace the transaction list itself.

***

## Practical Tips

* Use **Lifetime** (or **Balance** on a legacy Stripe account) to see what you have received so far
* Use **Queued** and **Sending** (or **Upcoming**) when you want to know what is still moving
* Use the **Subscriptions** filter when reviewing subscription-based earnings only
* Use the **Sales** filter when checking direct track purchases only
* Keep an eye on **Setup required**, **Held**, **Failed**, or **Excluded** signals because those are the clearest warnings that something needs attention
* Follow **Set up BEATPAY** if your payout setup is not finished yet

***

## Related

<CardGroup cols={2}>
  <Card title="BEATPAY Bank Payouts" icon="money-bill-transfer" href="/help/earnings/beatpay">
    Learn how BEATPAY appears in **Finances** and what each bank payout status means.
  </Card>

  <Card title="Payout Schedule" icon="calendar" href="/help/earnings/payout-schedule">
    Understand **Queued**, **Sending**, **Paid**, **Failed**, and **Excluded** statuses.
  </Card>
</CardGroup>

***

## Common Questions

<AccordionGroup>
  <Accordion title="Why do I still see setup messaging after connecting a payout account?">
    BeatPass can show separate readiness for exclusive sales and subscription earnings. Return to **Finances** and complete any remaining prompt for the earnings stream you want to activate.
  </Accordion>

  <Accordion title="Why does Paid not always mean the money is already in my bank?">
    On subscription payouts, **Paid** means the BeatPass-side payout step completed. Bank arrival still follows the timing of the active payout route and your bank.
  </Accordion>

  <Accordion title="Can I filter only excluded payouts?">
    Not from a dedicated tab today. **Excluded** appears as a status on the affected transaction rows.
  </Accordion>

  <Accordion title="Why does the page show an Updated timestamp?">
    Finances data is cached for performance. BeatPass shows the refresh time so you can tell when the current snapshot was last updated.
  </Accordion>
</AccordionGroup>

## Need Help?

If you have questions or need assistance, contact the support team at [**contact@beatpass.ca**](mailto:contact@beatpass.ca) or visit the [Contact Support](/help/contact-support) page.