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monthly stripe fees at a quick glance

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13 comments

  • Isa Jones, LMFT

    I have this same question. I see where I can do data export (under settings) and generate a 2020 annual report that provides total of Stripe processing fees for the year, however I do not see any monthly totals. I look forward to the answer on this. Thanks!

     

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  • Ruth

    Hi Shawna and Isa, you can export all your Stripe transactions to a spreadsheet. Go to Billing > Card Transactions > adjust the date range > Export. Once you've downloaded the spreadsheet, you can sort it by Charges and add up the amount in the fees column outside of SimplePractice. 

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  • Dorothy Cashore

    Hi, I have the same question -- I see that I can generate a Stripe fee report for the entire year, but I need to calculate my Stripe fees each month. Is there a way to generate a report of Stripe fees for a specific date range (i.e. March 1-31, 2021) rather than for an entire year? To clarify, Ruth above suggested adjusting the date range before clicking "Export." However, even when I adjust the date range, SP exports all transactions for the entire year, rather than for the date range I selected. Thank you!

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  • Ryan Chambers

    This is a basic functionality that should be simply provided in a report without users having to download an excel file, sort, etc....SP really drops the ball often on things like this that are no brainers. Please give us a modern day report that shows fees in a report for a given time period.

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  • Delphine Martin, LPC

    Yes, yes, yes! We need an easy way to generate a report that shows Stripe fees within a specified date range.

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  • Jessica Lyons MS, LMFT

    Are there any updates to this request/need? 

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  • Sarah Fiskness

    Hi. I would also really love a simple report for Stripe fees by month- the download, reformat, add expenses is laborious. Thank you! 

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  • Leslie M. Chaundy

    Yes, please! I have a group practice with 20 clinicians and it is impossible and time consuming!

     

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  • Alana Davenport

    A simple easy report that shows just the fees would be extremely helpful

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  • Angie DeHart

    Yes, I need same. Stripe fees report and adjust your times frame. So surprised this is not available.

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  • Jessica Slovensky Fouts

    I agree with all of these statements!  HELPPPPP!!!!!

     

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  • Charmaine R. Dockett

    Yes, same here! I have a large group practice and the CPA is having a hard time calculating the stripe fees one by one....Laborious and expensive! Is there any answer to this yet?

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  • Ruth

    Hi Everyone, when you're exporting your credit card transactions in Settings > Billing > Card Transactions, be sure to click on the date range icon and lock in your date range by hitting Apply before navigating away from the Calendar fly-out and clicking Export. I just tried this out and was able to export by a custom date range. Here's a screenshot: 

    If you're still not able to download this report by date range, please reach out to our team so we can look into your account and help you out further. Click on the ? icon in your account > Get Help > No > Contact Support > Send an Email Request! Here's more on how to email us for further investigation: https://support.simplepractice.com/hc/en-us/articles/360002795252-Logging-in-to-SimplePractice-and-submitting-help-requests 

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