Is there a Stripe monthly report?
Answered

Looking for a monthly report that shows gross, net, and fees (or gross and net and I can calculate fees). Thanks!

16 comments

  • Avatar
    Gillian

    Hi Kimela, you can find this report under Billing > Card Transactions. 

    Hi Kimela, you can find this report under Billing > Card Transactions. 

  • Avatar
    Ruben Hopwood, MDiv, PhD

    There is no "Card Transactions" under the Billing and Services area in SP? I need to print out the income for the year to date for a financial report and need to know how to demonstrate what I have received. Please help ASAP. Thanks.

    There is no "Card Transactions" under the Billing and Services area in SP? I need to print out the income for the year to date for a financial report and need to know how to demonstrate what I have received. Please help ASAP. Thanks.

  • Avatar
    Gillian

    Hi Ruben, it sounds like you're looking under My Account > Settings > Billing and Services. This report actually is under Billing (on the left-hand side) > Card Transactions.

    Hi Ruben, it sounds like you're looking under My Account > Settings > Billing and Services. This report actually is under Billing (on the left-hand side) > Card Transactions.

  • Avatar
    Melissa Hunter

    Is there a way to get a total for the monthly stripe fees instead of having to manually add up each number?

    Is there a way to get a total for the monthly stripe fees instead of having to manually add up each number?

  • Avatar
    Gillian

    Hi Melissa, you can export this report to Excel to quickly sum each column to get a picture of your total fees in a given timeframe. 

    Hi Melissa, you can export this report to Excel to quickly sum each column to get a picture of your total fees in a given timeframe. 

  • Avatar
    Melissa Hunter

    On the Billing < Card Transactions page there is not an export button.

    On the Billing < Card Transactions page there is not an export button.

  • Avatar
    Gillian

    Hi Melissa, currently, this report can be exported by the Account Owner only. If you're not the Account Owner for your account, you can request that the Account Owner performs the export for you to summarize the fees for your Online Payments transactions.

    Hi Melissa, currently, this report can be exported by the Account Owner only. If you're not the Account Owner for your account, you can request that the Account Owner performs the export for you to summarize the fees for your Online Payments transactions.

  • Avatar
    Melissa Hunter

    OK, Thank you for your help.

    OK, Thank you for your help.

  • Avatar
    Linda Hardy

    I'm having the same problem as Melissa, except I can export the summary (am the Account Owner).  However, it appears in a format that is unusable (lines and lines of text/numbers all run together).  How do I get this report into Excel?  Thanks.

    I'm having the same problem as Melissa, except I can export the summary (am the Account Owner).  However, it appears in a format that is unusable (lines and lines of text/numbers all run together).  How do I get this report into Excel?  Thanks.

  • Avatar
    Gillian

    Hi Linda, because the export from SimplePractice is a CSV file, it should open normally in Excel. If you're having trouble, follow these steps to open a CSV in Excel: 

    1. Open a new Excel document and navigate to the Data tab.
    2. Click “From Text”.
    3. Navigate to the CSV file you wish to open and click “Import”.
    4. From the newly-opened window, choose “Delimited”. Then click “Next”.
    5. Check the box next to the type of delimiter – in most cases this is either a semicolon or a comma. ...
    6. Click “Finish”.

    Hi Linda, because the export from SimplePractice is a CSV file, it should open normally in Excel. If you're having trouble, follow these steps to open a CSV in Excel: 

    1. Open a new Excel document and navigate to the Data tab.
    2. Click “From Text”.
    3. Navigate to the CSV file you wish to open and click “Import”.
    4. From the newly-opened window, choose “Delimited”. Then click “Next”.
    5. Check the box next to the type of delimiter – in most cases this is either a semicolon or a comma. ...
    6. Click “Finish”.
  • Avatar
    Gray Moulton

    When I do this, Gillian, I do not get the actual costs that Stripe charges me in a column. That is what I am looking for. Can you help me find that?

    When I do this, Gillian, I do not get the actual costs that Stripe charges me in a column. That is what I am looking for. Can you help me find that?

  • Avatar
    Gillian

    Hi Gray, to get an Excel document with your Stripe fees in a column, you can visit Billing > Card Transactions, adjust the date range to your desired date range, then export the report. Let me know if you have any additional questions about this, or anything else SimplePractice. I'm here to help. 

    Hi Gray, to get an Excel document with your Stripe fees in a column, you can visit Billing > Card Transactions, adjust the date range to your desired date range, then export the report. Let me know if you have any additional questions about this, or anything else SimplePractice. I'm here to help. 

  • Avatar
    Gray Moulton

    I did this part, yes. Stripe fees were not listed on the document though. I wondered if it was because I needed to have a different thing checked (comma, semicolon, all tabs)?

     

    I did this part, yes. Stripe fees were not listed on the document though. I wondered if it was because I needed to have a different thing checked (comma, semicolon, all tabs)?

     

  • Avatar
    Gillian

    Hi Gray, the export is a CSV (comma separated values) so you can select Comma when importing it into Excel. You'll see the Fee for each card transaction in the Fee column after you've imported the export into Excel. If you're having trouble locating it, please reach out through the red Help bubble so the Success team can investigate. 

    Hi Gray, the export is a CSV (comma separated values) so you can select Comma when importing it into Excel. You'll see the Fee for each card transaction in the Fee column after you've imported the export into Excel. If you're having trouble locating it, please reach out through the red Help bubble so the Success team can investigate. 

  • Avatar
    Kimela Kluthe, LMFT

    The report I get when I do an export appears to be gibberish - I'm sure the info I need is in there, but not in a way that can be pasted into an Excel document to do the calculations. I have seen the CSV type of reports you're talking about - this isn't that kind of report. 

    Do you know if we will be provided monthly totals, with the gross number charged via Stripe, the fees, and the net? If I can get two out of three of those numbers I can make it work. I do not want to go back to determine these numbers by day, by client, for a year's worth of income - and this will be needed to file income taxes.

    Thanks.

    The report I get when I do an export appears to be gibberish - I'm sure the info I need is in there, but not in a way that can be pasted into an Excel document to do the calculations. I have seen the CSV type of reports you're talking about - this isn't that kind of report. 

    Do you know if we will be provided monthly totals, with the gross number charged via Stripe, the fees, and the net? If I can get two out of three of those numbers I can make it work. I do not want to go back to determine these numbers by day, by client, for a year's worth of income - and this will be needed to file income taxes.

    Thanks.

  • Avatar
    Kimela Kluthe, LMFT

    Ok. This might be helpful for other users. 

    • Go to Billing on the left side
    • Choose your date range (remember, Stripe began going only thru SP beginning on March 9 - so anything before that you'll have to go to stripe.com)
    • Click the box titled "Export Transactions", not "Card Transactions"
    • You will be given the option to have is exported as Quickbooks or CSV (I chose CSV)

    What happens next is that you will receive a downloaded report that provides the following: Date paid, Name, Amount Paid (and some other things that are not immediately useful like Payment ID. At the bottom there is a total for the column - which is helpful. What is NOT provided is the Stripe fee, which would be tremendously helpful. You won't need to transfer the information into an Excel spreadsheet to get the totals but you will need to choose your own set of dates.

    I'm still hopeful that we will get a monthly, quarterly and/or annual total for gross, net, and fees. Pretty please?! ;)

    Ok. This might be helpful for other users. 

    • Go to Billing on the left side
    • Choose your date range (remember, Stripe began going only thru SP beginning on March 9 - so anything before that you'll have to go to stripe.com)
    • Click the box titled "Export Transactions", not "Card Transactions"
    • You will be given the option to have is exported as Quickbooks or CSV (I chose CSV)

    What happens next is that you will receive a downloaded report that provides the following: Date paid, Name, Amount Paid (and some other things that are not immediately useful like Payment ID. At the bottom there is a total for the column - which is helpful. What is NOT provided is the Stripe fee, which would be tremendously helpful. You won't need to transfer the information into an Excel spreadsheet to get the totals but you will need to choose your own set of dates.

    I'm still hopeful that we will get a monthly, quarterly and/or annual total for gross, net, and fees. Pretty please?! ;)