How to Record Earnings and Payments

For growers and funders, Greenstand's online Earnings tool records payments due and payments made.

In a typical case...

1 Growers plant trees and submit capture records by phone.

2 Greenstand consolidates multiple captures into a single record and calculates the earnings due for the lot.

3 Funders download earnings records, make payments to growers, then upload payment data for growers to see.

Contracts among growers, funders, and management organizations specify the details:

• Whether to use the Greenstand Earnings tool.

• How often and how many captures go into an earnings record.

• How and how much funders pay growers.

This document describes how to use and understand the various parts of Greenstand's online Earnings tool.

You may also find help in a more-detailed, less-procedural document: the Greenstand Earnings Reference.

Contents:

• Get Earnings Data

• Post a Payment

• Post Multiple Payments

Get Earnings Data

figure 1: Earnings administration

Here is how to export a typical selection of growers' earnings data:

1 Direct your web browser to the Earnings tool and log in with the name and password you received from Greenstand.

2 Select a subset of records.

Typically, you want only records that await your payment: Click on Filter. Select Payment Status > Calculated.

You can also select records by the name of the managing organization, or by grower.

• Organization: Select a name from the menu.

• Grower Phone Number, Name: Enter all or part of a number or name. If you enter both, the filter ignores the number and sorts by the name only.

3 Click Apply. The data table now shows only records that match your selection.

4 Select records by date, if you wish: Click on Date Range. Enter start and end dates. Click Apply

Date selection works on the table's Effective Date. That is the date a given record was created. Records are created when the number or time-span of tree captures reaches the threshold specified in the contract between grower and funder.

5 Copy the data to your machine: Click EXPORT.

The selected data is saved to a local file. That's all the selected data, not just the rows displayed on the current page. Exactly where data is saved, with what name, varies with your machine and your browser configuration. Most likely, the files automatically goes to a Downloads folder, or a prompt lets you specify a file name and location.

6 Process that data as you see fit.

The file is in standart CSV format (comma-separated values). That means plain text, one record per line, with values surrounded by "quotation marks" and separated by commas. The first line presents the field names, rather than values. You can import the file into your spreadsheet or accounting software, or read it with a text editor.

Example exported file:

"earnings_id","worker_id","phone","currency","amount","captures_count","payment_confirmation_id","payment_method","paid_at"
"b86f5e05-4277-4221-8111-d7a7cfb5da2f","3257d56f-c4a9-484f-9658-0776efe5331b","123-123-1234","SLL","200","61","","",""
"204942dd-6bcf-4445-8d82-d83645bae760","3257d56f-c4a9-484f-9658-0776efe5332b","123-123-1234","SLL","200","62","","",""
"433361ba-2f71-4f84-9d4b-4d1b75e581c9","3257d56f-c4a9-484f-9658-0776efe5333b","123-123-1234","SLL","260","63","","",""
"c9ae6b11-cecd-4f4d-800d-9772c9209cdf","3257d56f-c4a9-484f-9658-0776efe5334b","123-123-1234","SLL","320","64","","",""

Post a Payment

You can use the Earnings display to record a payment made, as follows:

figure 2: Detail for one Earnings record

1 Click on the record in question.

You see a details dialogue for that record.

2 At the bottom of the dialogue, enter an ID and method.

The Payment Confirmation ID can be most any string of characters that serves your purpose. The Payment Method, also a string of your choosing, describes how you paid the grower, "deposit" or "Visa" for example.

3 Click LOG PAYMENT.

The dialogue closes. The Status of the record is now Paid and the Payment Date is today.

Post Multiple Payments

You can record multiple payments by uploading a file of CSV data.

figure 3: Administration menu

Provide all the same fields that occur in exported earnings data, in the same order.

Write one complete record per line. Surround values with "quotation marks." Separate values with commas.

Do include the field names in line 1.

Write the final value of each record, the paid_at date, in ISO 8601 format: YYYY-MM-DD.

At its simplest, the process goes like this:

1 Export a file of Greenstand earnings data, as described above.

2 Edit the file to supply the three values missing from end each record:

• payment_confirmation_id`: Most any string of characters that serves your purpose.

• payment_method: A string of characters that describes how you paid the grower, "deposit" or "Visa" for example.

• paid_at: The date you made the payment, in the format YYYY-MM-DD.

3 Save the file.

4 Go to the Payments table in the Greenstand administration panel:

To get there, change the URL in the browser or navigate the Greenstand panel's menu.

5 Click UPLOAD. Then select your file.

If all goes well, the message reads Data Uploaded Successfully, and the updated records display in the Payments table.

Example of file to upload:

"earnings_id","worker_id","phone","currency","amount","captures_count","payment_confirmation_id","payment_method","paid_at"
"b86f5e05-4277-4221-8111-d7a7cfb5da2f","3257d56f-c4a9-484f-9658-0776efe5331b","123-123-1234","SLL","200","61","payID01","Visa","2022-04-05"
"433361ba-2f71-4f84-9d4b-4d1b75e581c9","3257d56f-c4a9-484f-9658-0776efe5333b","123-123-1234","SLL","260","63","payID02","Visa","2022-04-05"
"c9ae6b11-cecd-4f4d-800d-9772c9209cdf","3257d56f-c4a9-484f-9658-0776efe5334b","123-123-1234","SLL","320","64","payID03","Visa","2022-04-05"