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Stripe fees at a quick glance

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Dorothy Cashore
There needs to be a quick and easy way to view Stripe fees for a given time period without having to download or export anything. In the past 4 months, 8 users have asked for this on another thread after it was marked “answered”: https://support.simplepractice.com/hc/en-us/community/posts/360076107212-monthly-stripe-fees-at-a-quick-glance-. I’m creating a new thread because it seems SP may no longer be monitoring the other one, but many users need this resolved.
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Comments

15 comments

Date Votes
  • Sara

    Hi Dorothy,

    To view Stripe fees for payments, go to Billing > Card Transactions. There is no downloading or exported needed beyond this page to view the fee amounts for each client payment. This page has a column labeled Fee which indicates the calculated Stripe fee for each transaction.

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  • Dorothy Cashore

    Hi Sara, thank you but this does not address the problem. We need to be able to quickly see total Stripe fees for a given time period, e.g. a month or year, without downloading or exporting anything. It may help to review the comments in the thread I linked to to see how other SP users are expressing what's needed.

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  • Sara

    Hi Dorothy,

    I can definitely clarify. No downloading or exporting is needed to view the Card Transactions report. However, I have gone ahead and created a Help Request on your behalf to receive further assistance from our Customer Success team.

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  • Dorothy Cashore

    Hi again, I understand that I can view Stripe fees per transaction easily by going to Billing and then to Card Transactions. I also understand that I can download and export a spreadsheet that contains a column I can sum to view my total Stripe fees for a given time period.

    What is missing is a way to view the total of my Stripe fees, for a given time period, without downloading or exporting anything. Just like how SP displays an easy-to-read bar graph that allows me to quickly see my income per month, I want a quick and easy way to input a date range and see the total Stripe fees for that date range. I hope that is clearer.

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  • Dorothy Cashore

    Afterthought: for what it’s worth, what I’m describing is also what the folks on the other linked thread are asking for. It seems like it has been quite difficult to find a way to clearly articulate what we would like and how it is different from what is already available.

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  • Kathleen Bullard

    Agreed. This is very frustrating. There should be an easy to view list of stripe fees for selected dates of our choice. Looking into other billing services. I hear Ivy pay is a great alternative and does not cost as much. 

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  • Claire Wimer

    I agree this needs to be a simpler process, just simply calculated within SP. However it is not very time consuming as it is now. You do have to export your card transactions, which can be modified by date before exporting. I submitted my request for the report and received the email with download link in less than 5 minutes. Once I had the excel version, I simply totaled the "fee" column using the sum formula (for mine specifically it looked like =SUM(F2:F549)  I had my Year to Date Stripe fees totaled in under 10 minutes from start to finish. 

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  • Cherie Thompson

    I agree this is basic accounting information that should be available as a quick report that summarizes the fees and provides a total by month or year. Simple Practice, I see you've provided information on how to export and summarize this but could you please consider making a quick link that is available in Reports. Thank You!

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  • Leslie W. Baughman

    Has anyone from SP solved this yet? SP keeps repeating how you can view the transaction fees, but hasn't provided a quick view of the total amount of fees for a certain time period. For my month-end book keeping, I don't have the time to calculate all the fees from each and every transaction. I would simply like to have access to a month end summary of: 1) how much I made, and 2) how much I spent on processing fees. It should be a basic line item in the reports section under billing. 

    I've used Stripe via the Doxy platform the Stripe account was separate from their platform. It was easy to sign into the Stripe site to view all transactions, including a monthly summary of income and fees. SP doesn't offer direct access to our Stripe accounts. I also use Square Credit Card processing and they too have a way to view the monthly summary of total income and total fees. Why does SP not offer this, or at least direct access to our Stripe accounts? 

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  • Patricia A. Iampietro

         I was also just looking for this same type of report.  For my month end reports, a summary of charges and fees from Stripe.  Has there been a change or update to allow us to get such a summary?  If so, where would it be?  

      Patti

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  • Client Care Coordinator

    I'm looking for the same feature.  Just a snap shot, "You've spent X in credit card fees over Y time period" is all that's needed. 

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  • Client Care Coordinator

    And I just followed the advice here to export from Billing >> Card Transactions, and the report does not show the fees. 

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  • Bronwyn Shroyer

    I agree with other users. We should be able to set a time period and see a calculated total of Stripe Fees at the bottom. 

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  • Michelle Fowler

    It is confusing- on the card transactions page it shows a "fees" column, but then the total is not the same total that shows up in my bank account. I can't seem to find a statement that reconciles what amount is deposited in my account and how those fees are accounted for. I keep seeing reference to "stripe fees"....which I assumed were the fees delineated in the card transactions page. What fees are charged in addition to those and where is a statement for them? 

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  • Rachel Cholula, BA

    Any updates? I'm trying for the first time to calculate the fees for all of 2022 and am quite frustrated that I can't pull a report. I can't even export the data! If I were to go to Recent Activity, I can export the data, but this doesn't have transaction fees accounted for, just the invoiced amount.

    When I go to Billing > Card Transactions, I don't see any option to export the data, either when I first pull it up or when I adjust the date range or type of transaction. This is quite frustrating. I'm afraid this isn't "simple." Any recommendations? Otherwise I'm stuck with copy/pasting everything in very small batches of about 7 transactions at a time, as it errors when I try to do a large batch. 

    Please and thank you!

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