When a donor makes an online donation, a payment processing fee is associated with the donation. This article explains how to track that fee.

There are a few places you can track fees in Kindful. The fees are tracked and calculated based on a deposit.

A good place to start is with the Batch Deposits report. This will show you the Kindful (gross) total vs. the deposit total (gross sans fees). As a note, this does not include PayPal deposits. This report will be in PDF format, and is a great way to share bulk deposit information for reconciliation purposes. This report is found on our Reports page.

To view the individual transactions that make up each deposit and gain more insight into these, go to our Payment Gateways page in Kindful. You can get there by going to Settings > Fundraising Settings > Payment Gateways.

When viewing the details for a payout, you can click View Kindful Transactions in this Payout. This will take you to a filtered Activities page view of all transactions associated with the payout.

Here, you can create a custom report to export the transactions.

This process shows the gross amounts of the donations. You must factor out the fees per transaction. If you use Bloomerang Payments (recommended), all credit card transactions process at a 3.2% + $0.30 rate and ACH transactions process at a 1.8% + $0.30 rate. To know which rate to apply, export the Transaction Type column when you create your report.

Additionally, this method supports the recommended approach of tracking fees in your accounting software. Because transaction fees are an expense incurred by the organization as opposed to the donor, we recommend that the transaction fees be recorded in an expense account as a lump sum per payout. This process is not automated by the integration and must be completed separately.