High-intent procedures for payment and checkout operators.

You need cash/fee truth on a call — without inviting the client into Stripe or forwarding a spreadsheet dump.

The job is CSV to client-ready page, not another dashboard login. Paste payouts, preview the draft, unlock the clean URL.

Screenshots die in Slack. This is the exact export path so you can generate a shareable revenue-health page instead.

Bank deposits looking short vs sales usually means fees, refunds, or disputes — not missing money. Prove it with a payouts bridge.

Dashboard invites are a security and support tax. Give a public cash page instead — same facts, no seat.

Unlock when someone outside your Stripe seat needs the page — client, investor, bookkeeper. Draft is fine for internal checks.

QBRs die when the only proof lives behind a Stripe seat. Export the quarter, ship a URL in the appendix.

Monthly Stripe reviews need a cash artifact, not another Loom. Turn the payouts CSV into one unlocked URL for the QBR pack.

Investor updates need settled cash, not a Stripe walkthrough. Export the window, ship a URL under the narrative.

Screenshots age in the thread and look unprofessional. Replace them with a public revenue-health page from the same CSV.

One unlocked URL beats a Stripe screenshot every time. Export the window, generate the page, stop pasting dashboard crops.

Never hand over Stripe login for a review. Export the period, unlock a client-ready page, keep credentials agency-side.

List prices lie. Effective fee ratio comes from Fee ÷ (Fee + Net) on your payouts export — then share it as a page.

Your ‘2.9%’ is a fantasy until you sum Fee ÷ Amount on the CSV. Export 30 days, separate FX and disputes, then decide if pricing or add-ons are the leak.

Month-end needs both rails settled in matching artifacts — two pages beat two spreadsheet formats.

Dispute fees hide in fee lines until a client asks. Export the window, generate a page, then confirm disputed amounts in Stripe.

MRR dashboards greenwash cash. Finance wants settled payouts — generate the cash page beside the MRR chart.

Partners want revenue-share proof without dashboard seats. Export the contract window and unlock a clean URL.

Agencies juggling five clients need five URLs, not five decks. Standardize CSV → page per account.

Retainers close faster with a clean cash proof URL under the invoice — not a dashboard screenshot.

Try the sample page first, then a redacted CSV, then the real export — so you never guess what clients will see.

PDFs rot the day fees move. Prefer a public URL you can re-export; unlock when the audience is external.

Negative net days look like lost money without refund/dispute context. Export the red day, generate a page, explain once.

Stacking codes erase margin on paid traffic before you notice. Kill combine-able legacy discounts, then re-test checkout with two codes.

Forced account creation kills mobile conversion. Flip guest/optional accounts on, keep email capture at payment — then measure completion.

Ads still land on OOS SKUs that look buyable. Fix inventory policy, crawl paid landers, and stop wasting clicks on dead variants.

Don’t scale Google Shopping into a broken checkout. Scan guest, OOS, and dead links first — then raise budget on a clean funnel.

Rising CPC is often a checkout leak wearing an ads costume. Audit storefront friction before you raise bids or rebuild creatives.

A password page on an ad destination is pure wasted spend. Confirm the live URL isn’t gated, then re-check after every theme publish.

Empty collections still linked from ads burn budget. Kill dead collection URLs in the store graph and in the ad account the same day.

Free-shipping thresholds that fight discounts train customers to game cart math. Align rules, then re-test the promo path operators actually use.

A broken cart drawer checkout button is invisible in desktop QA. Reproduce on mobile Safari, then fix the theme script before more spend.

UTMs dying at checkout break ROAS math. Confirm params survive to thank-you, then stop optimizing campaigns on bad attribution.

Checkout abandon isn’t a cash metric — settlement is. Fix abandon with Tillkiln; brief cash with Netkiln.

Abandoned-checkout recovery is free margin if the emails are actually on. Verify the flow, then fix the leaks that make abandon inevitable.

Shipping sticker shock at checkout is a leak, not a rate-shopping problem. Preview rates for top ZIPs before you buy more traffic.

A checkout UI extension that throws on Place order kills paid traffic at the last step. Disable the newest extension first, then pin versions during campaigns.

UTMs dying between landing and thank-you make paid look worse than it is. Persist params through cart, then re-check ROAS before cutting spend.