Custom ID for Payment Processor Reporting

Question:  How can I identify my MobilBid auction payments within Stripe, to separate them from transactions from other sources?

Answer:  There is a customizable ID within the Organization Settings (only an account administrator has access, organization admins do not.)  When you first login as an admin and see the list of Organizations, press the EDIT button corresponding to the Org you want tagged (you may want all your organizations to have the same tag, in which case you'll have to edit each of them - but each organization can have different tags - one for the Gala, another for Golf, etc.)

Within the Organization Settings, look for the section as highlighted below:

Key in your desired identifier.  It can be short or long, and can include spaces.  If you leave it blank, MobilBid will insert a default tag.

When auction payments are submitted to Stripe, you can access the transactions from the Stripe dashboard and see the tag within the "description" field for a Stripe customer.  You can also download all transactions in CSV format for importing into an Excel spreadsheet (e.g. REPORTS from the Stripe left menu >> Balances >> Balance Change from Activity >> Downloads - specify the date range you want.)

When reviewing all transactions within the imported Excel spreadsheet, look for the "description" column - it will contain the unique tag you created, so you can sort and group MobilBid transactions together for reconciling.

As part of this update, MobilBid also configured the Patron Name - it is now visible in the Stripe "customer_name" field on the dashboard and in CSV reports.