Product update
Clearer invoice fee reporting
Invoice reports split customer-paid processing fees from facility-absorbed costs, show net subtotal, and export line-item summaries.
Month-end should show who paid the card fee—not just one blended total.
Why we built it
Facilities often pass processing fees to customers or eat part of Stripe and platform cost depending on payment method and settings. A single processing fee column made reconciliation guesswork. Clearer invoice fee reporting on Payments → Invoices → Report adds Customer fees vs Facility fees, a Net subtotal that reflects who bore pass-through costs, optional Line items text per row, and paid / unpaid filters so summary cards match the rows you export. Spreadsheet downloads carry the same columns for accountants.
Who it is for
- Billing leads reviewing AR before close.
- Bookkeepers pairing report exports with More detailed invoice report exports.
- Anyone explaining pass-through fees next to Clearer invoice discounts and totals on individual bills.
What you can do
- Toggle Customer fees and Facility fees columns to see pass-through vs absorbed cost per invoice.
- Sort and sum Net subtotal when you care about service revenue after fee economics.
- Filter Paid only or Unpaid only so headline totals match open AR work.
- Export CSV with Line items summaries for quick review without opening every PDF.
How it fits your day
Run the report for the closed month, export with fee columns visible, and compare Facility fees to your Stripe payout statement. When a row looks wrong, open the invoice detail—fee split logic uses charged amounts and pass-through flags from the payment transaction when available.
Get started
Open the Invoice report, set your date range, enable Customer fees, Facility fees, and Net subtotal, filter to Paid only, and export once to validate the spreadsheet matches what you expect from a known test invoice.
Questions about this update?
Book time with our team or browse the rest of the changelog.