The Financial Overview page provides a quick look at income and expenses.

1.  Balance Due

The balance due represents service fees incurred but not yet processed.  This includes service fees incurred with payment accepted offline via cash, check, or another credit card system.  

2.  Stripe Processing Fees

Your CausePilot software tracks Stripe processing fees charged to users.  This should be accurate; however, if you have a special rebate, promotional deal, or have processed refunds or payments directly in your Stripe account, that will not be reflected here.  

NOTE:  You can pull reports directly from your Stripe account to verify the accuracy of the data.

3.  Usage Fees

Usage fees apply to certain pricing plans (Economy and Business).  If usage fees apply to your plan, we will track those fees.  If you are using the Recover Your Costs Option and passing forward fees, this will also be reflected in this box.

4.  Pending Payments

Your CausePilot software will track pending payments as this affects your usage fees and balance due.  Completing all transactions will bring this number to zero and potentially lower your balance due.