Transaction fee handling

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Use the Transaction fee handling setting to control whether ChartMogul includes or excludes transaction fees when calculating MRR and cash flow metrics.

For example, Google Play and PayPal treat transaction fees as a fixed expense and automatically deduct them from revenue. To avoid inconsistent revenue reporting between these billing systems and ChartMogul, configure the setting to deduct these fees.

If your billing system treats transaction fees as a fixed expense, we suggest using the default Transaction fee handling setting to not deduct transaction fees.

Before you begin

  • Research how your billing system handles transaction fees.
  • Confirm this setting is supported for your billing system by reviewing its source settings.

How transaction fee handling works

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

When the default option Do not deduct transaction fees from both my MRR and cash flow metrics is selected, the invoice total is $5.00, which includes the $1.00 transaction fee.

When the option to Deduct transaction fees from both my MRR and cash flow metrics is selected, the invoice total is $4.00, ChartMogul deducts the $1.00 transaction fee from the $5.00 invoice total.

Here’s how each setting appears in the Monthly Recurring Revenue (MRR) chart:

A bar chart of monthly MRR, with orange bars that are taller than purple bars each month. The orange bars show the MRR amount with transaction fees not deducted and the purple bars show the MRR amount with transaction fees deducted.

Here’s a side-by-side comparison in chart data:

Transaction fees not deducted (default) Transaction fees deducted

MRR

MRR

Cash flow

Cash flow

Configuring transaction fee handling

  1. Navigate to Data & Config > Sources.
  2. Click the Settings   icon of the source you would like to configure.
  3. Choose your Transaction fee handling setting:
  4. Click RE-SYNC DATA to apply the changes.

 

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