Report

Cross-Connector

Find Stripe refunds that GP never recorded

For finance teams who want a customer's Stripe refunds and credit notes checked against Dynamics GP credits by asking their AI assistant.

Check Stripe refunds against PowerGP Online credits

Check whether Stripe refunds and credit notes for Adventure Works since July 1 appear as credits in our GP company.

Adventure Works has 3 Stripe credits since July 1, and 2 are in GP. - Matched: refund of 120.00 USD, GP credit memo within 2 days - Matched: credit note CN-0007, 80.00 USD - Missing from GP: refund of 250.00 USD on August 14 - GP credits with no Stripe source: none Want the candidate GP documents for the missing refund?

Stripe

Sample figures. Your results come from your own account.

stripe-get-customer

stripe-get-refund

stripe-get-credit-note

powergp-online-get-customers

powergp-online-get-receivablestransactions

On this page

The problem

The prompt

Who it's for

How it works

Tools used

Connector

Stripe

Run it on your own Stripe data.

Connect Stripe, pick your AI tool and paste the prompt.

The problem

Stripe refunds left out of GP overstate receivables

Stripe refunds and credit notes are easily left out of Dynamics GP, leaving receivables overstated. Checking means finding each refund in Stripe and hunting for a matching credit document in GP by amount and date.

Without PopdockAI

Find the customer's refunds and credit notes in Stripe
Find the same customer in GP
Search credit memos and returns by amount and date
Guess when several amounts match

With PopdockAI

The Stripe customer is found, with options if several match
Refunds and credit notes since your date are read
Each is paired with a GP credit of the same amount within 10 days
Gaps on both sides are listed, and nothing is changed

The prompt

Use this prompt

Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.

Prompt

**Objective:** For customer `{customer-name}`, check that refunds and credit notes issued in Stripe since `{created-from}` (default 90 days ago) appear as credit documents in GP.

**Step 1: Stripe customer**

Call `stripe-get-customer` with `name.contains` set to the name. If more than one matches, list them and stop. Keep `customer-id` and `email`.

**Step 2: Stripe refunds and credit notes**

Call `stripe-get-refund` with `customer-id` and `created-date.from`. Call `stripe-get-credit-note` with `customer-id` and `created.from`. Keep `refund-id`, `credit-note-id`, `number`, `amount`, `currency` and dates.

**Step 3: GP receivables**

Call `powergp-online-get-customers` with `customer-name.contains` set to the Stripe `name`. If none match, report the customer as in Stripe and absent from GP and stop. Otherwise call `powergp-online-get-receivablestransactions` with the `customer-number` and `document-date.from` set to the same start, and keep documents whose `document-type` is a credit memo or return.

**Step 4: Match**

Pair each Stripe refund or credit note with a GP credit document of the same amount within 10 days. Look for the Stripe `number` or `refund-id` in `document-number` as a stronger match.

**Step 5: Report**

Matched pairs, Stripe credits with no GP document, and GP credits with no Stripe source.

**Rules & Guidelines:**

* Tools prefixed powergp-online- belong to the powergp-online-ai server (Dynamics GP). Tools prefixed stripe- belong to the stripe server. Both servers must be connected.
* Read-only. Call only get tools. Never create, change or delete anything on either side.
* Pass `company` on every GP call when the user names one; otherwise state which company the GP data came from.
* Stripe amounts and GP amounts may use different currencies; compare only like currencies and flag the rest.

**Validation:**

* If there are no Stripe refunds or credit notes, say so and stop.
* Do not treat an amount-only match as confirmed when several documents share the amount; list the candidates.

Who it's for

One answer, three teams that use it

Accounts receivable

Make sure every refund is credited

Stripe refunds with no GP credit are listed, ready to enter.

Check Stripe refunds for Contoso since 1 September against credits in our GP company.

Controllers

Keep receivables accurate

Find refunds GP never recorded before they overstate balances at close.

Do all of Fabrikam's Stripe credit notes this year appear as credits in GP?

Credit controllers

Settle a customer's balance query

Matched pairs and gaps show whether a disputed balance is really owed.

Northwind says we owe them a credit. Compare their Stripe refunds with GP since July.

How it works

What PopdockAI does when you ask

You name a customer and a start date, and your AI assistant checks their Stripe credits against PowerGP Online. It only reads and lists uncertain matches as candidates.

Ask

You name the customer and a start date.

Your AI tool

Stripe

It reads the customer's refunds and credit notes.

stripe-get-customer

stripe-get-refund

stripe-get-credit-note

Match

It looks for GP credit documents of the same amount within 10 days.

powergp-online-get-customers

powergp-online-get-receivablestransactions

Report

You get matched pairs and credits missing on either side.

Your AI tool

What PopdockAI provides

The tools behind the answer

Ready made tools for Stripe and one secure connection to your AI tool. No code, no exports.

get-data

stripe-get-customer

Returns customer records (name, email, balance, delinquency, address) from Stripe.

get-data

stripe-get-refund

Returns refunds (charge, customer, amount, reason, status) from Stripe.

get-data

stripe-get-credit-note

Returns credit notes (number, customer, invoice, reason, amount, status) from Stripe.

get-data

powergp-online-get-customers

Returns customers from the PowerGP Online connector (Microsoft Dynamics GP). Read-only; can be filtered by company and the record fields it offers.

get-data

powergp-online-get-receivablestransactions

Returns receivables transactions from the PowerGP Online connector (Microsoft Dynamics GP). Read-only; can be filtered by company and the record fields it offers.

Read only.Nothing in Stripe Changes

This report is built from Get data tools only. PopdockAI applies the row, field and parameter rules your admin sets, and every query is written to the audit trail.

The outcome

Refunds missing from GP found before they mislead

Related use cases

More ways to put this data to work

Find Stripe customers missing from PowerGP Online

Ask your AI to check Stripe customers against PowerGP Online and it lists the matched, ambiguous and unmatched ones, labelling name matches as likely and changing nothing.

Learn More

Match Stripe payouts to PowerGP Online bank deposits

Ask your AI to match Stripe payouts to PowerGP Online checkbook deposits and it lists unmatched items on both sides, separating near matches caused by fees.

Learn More

Reconcile Stripe refunds and credit notes with Dynamics 365 Business Central

Ask your AI to reconcile Stripe refunds and credit notes with Dynamics 365 Business Central and get missing credit memos without double counting or false alarms.

Learn More

Reconcile Stripe refunds and disputes with Intacct

Ask your AI to reconcile Stripe refunds and disputes with Sage Intacct and get what is missing by type, with each refund counted once and nothing changed.

Learn More

Reconcile Stripe refunds with NetSuite refunds and credit memos

Ask your AI to match a customer's Stripe refunds and credit notes to NetSuite refunds and credit memos and it lists the gaps on either side, changing nothing.

Learn More

One prompt template with infinite possibilities.

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Your AI assistant adapts its approach, tone, and capabilities to match each unique context while you maintain a single, manageable workflow.

Join forward-thinking companies that are transforming their operations with intelligent, secure AI automation.