The Fee Statements area of your control panel contains your Bloomerang Fundraising monthly statements. This article will walk you through your statements so you can keep track of past and upcoming fees.

Getting Started

Your statements provide real-time access to upcoming fees. Bloomerang Fundraising bills on the first business day of the following month for transactions in the previous month.

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Clicking Fee Statements within the Reporting menu will take you to the current month’s upcoming fees. You can switch to another month’s report using the drop-down at the top right.

Fee Statements Overview

You’ll see rows in the table for each Payment Account attached to a form, as well as columns for Contributions, Contributions Refunded, Transaction Fees, Other Fees, Taxes, and the Total Amount of funds for the month with fees and refunds removed.

If you’re using Bloomerang Payments as your payment processor, you will not see a column for Transaction Fees. With Bloomerang Payments, transaction fees are deducted at the time of the transaction, so the Contributions column displays transaction amounts with transaction fees already removed.

Fee Statements overview table for an organization using Bloomerang Payments, without the Transaction Fees column.

For a detailed breakdown of Fee Types, click the arrow next to the account number to expand the menu.

Download Statement

Click Download Statement to download a statement for one of your payment accounts.

A pop-up will appear where you can choose the Start and End dates you want to pull for the statement. Then, select the Account you’d like to download.

You can export your report to .CSV, Excel, or PDF format, and for .CSV and Excel you can choose whether to download a Summary Statement or Detailed Statement.

When you've got all of your options selected click Download to download your custom statement.

Please note: Fees from demo forms will not appear in Statements as they are demonstrated transactions rather than real transactions.

Summary Example

The Summary Statement includes the following columns:

Form Name
Payment Account
Contributions
Monthly Fees Debited
Amount Refunded
Net Amount
Estimated Debit Date

Detailed Example

The Detailed Statement includes the following columns:

ID
Moved To
Date
Name
Form
Status
Method
Amount
Transaction Fee (for organizations using a payment processor other than Bloomerang Payments)
Net Amount
Origin
Debit Date

Detailed Statements report with several rows.

PDF Example

PDF statements include the following information:

Account
Contributions
Contributions Method
Transaction Fees
Other Fees
Taxes
Total Amount
Name
Fee Type (for example, Transaction or Recurring)
Billing Period
Amount (for individual fees)

Fee Statement Report

For more details per form, click Click here, which will open the Fee Statement Report.

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The Fee Statement Report lists each of the transactions in the month’s overview as a separate line item.

You’ll be able to quickly see the Transaction ID, Statement Date, Name of the donor, Status of the transaction, Payment Method, Amount, Fee, Net Amount, and the Form Name associated with the transaction.

To filter by one of the report columns, click the icon next to the column header, select your filtering parameters and then click Apply. You can click Reset to return a filter to its default setting.

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You can click the Transaction ID to view more details about each transaction.