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

1.  Balance Due

If your CausePilot software license includes a usage fee (Economy and Business Plans), and you have pending charges or payments received offline, you will have a balance due.  A balance due is charged or invoiced at the end of each month.  

NOTE:  Whenever possible we do not send the invoice until after we know the event has taken place.  If you need an invoice sooner, please reach out to crew@causepilot.com and ask that your account be invoiced for the balance due to close your flight.

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.