Transaction Fee Handling

You'll need Admin access to modify Subscription Analytics settings. See roles and permissions for details.

Transaction Fee Handling is a ChartMogul setting that lets you choose whether to include or exclude transaction fees — charges your payment processor deducts from each payment — from your MRR and transaction metrics. It's available for Google Play, Google Sheets, PayPal, third-party, and custom sources.

Google Play and PayPal, for example, deduct transaction fees before passing revenue to you. If ChartMogul doesn't match that behavior, your revenue reporting will be off. Set this option to deduct fees so ChartMogul stays in sync with your billing system.

If your billing system doesn't deduct transaction fees automatically, keep the default setting: Do not deduct transaction fees from my MRR and cash flow metrics.

What to Check Before You Start

  • Research how your billing system — the platform you use to manage subscriptions and payments — handles transaction fees.
  • Confirm this setting is supported for your billing system by reviewing its source settings — the per-integration options in ChartMogul.

How Transaction Fee Handling Changes Your MRR and Cash Flow

Let’s look at an example invoice for $5.00 with a transaction fee of $1.00.

With the default option Do not deduct transaction fees from my MRR and cash flow metrics selected, ChartMogul counts the full $5.00, including the $1.00 fee.

With Deduct transaction fees from both my MRR and cash flow metrics selected, ChartMogul deducts the $1.00 fee from the $5.00 invoice, giving you a total of $4.00.

Here's a side-by-side comparison in report data — the underlying numbers ChartMogul uses to build your charts:

How to configure Transaction Fee Handling

  1. Navigate to Settings > Data & Integrations > Sources.
  2. Click the :settings~gray: Settings icon next to the source you want to configure.
  3. Expand Data Settings.
  4. In the Misc Settings section, choose your transaction fee handling setting.
  5. Click SAVE SETTINGS, SAVE AND REPROCESS DATA, or SAVE AND REIMPORT DATA to apply your changes. See applying changes to source-level settings for details on which option to choose.

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