• Understanding an MRR anomaly

  Why does my MRR seem “abnormal”? In the vast majority of cases, an MRR that appears inconsistent is not due to a Fincome calculation error, but to: incorrect billing data (dates, line type, amount, discount), a duplicate customer or subscription, or a specific configuration of calculation options. The objective is therefore to trace methodically back to the source of the figure, before any correction. Here is a video (https://help.fincome.co/~/revisions/cT6wcGh58HXsz0HQXR0E/resFew readers

• Invoice splits / overlaps

  This article describes how the "Neutralization of billing gaps and overlaps" setting works. You can change this setting on your dashboard in the Settings Calculation options. 1. Invoice gap An invoice gap corresponds to an interruption between two successive invoices of a subscription. This means that after an invoice expires, there is a period with no active billing before a new invoice begins. This case typically occurs in annual SaaS when the customer renews their subscription late,Few readers

• Data exports from Fincome

  Fincome offers several entry points to export your data in Excel or CSV format, depending on your needs: financial audit, internal reporting, ad hoc analyses or sharing with investors. 1. Key points in 30 seconds Fincome exports use the same datasets and calculation rules as your Analytics views and your reports. Three locations allow you to export your data : the export center, the tables under the Analytics charts, the custom reports. Exports are reaFew readers

• Merge clients

  Merging customers in Fincome allows you to gather multiple records representing the same company or customer account. This feature is particularly useful if: duplicates were created during data import (via files or API), the same customer appears under different names or identifiers, a synchronization generated multiple entities for the same customer (for example a Stripe import and a manual import). Thanks to merging, you can: avoid double counting of MRR or recognized revenue, stFew readers

• Connect subscriptions

  Symptoms A subscription change for a customer in your billing system can cause spurious movements in your MRR (caused by a "overlap" or a "gap" in subscriptions). For example: You have a customer with a €100 subscription, then a new €150 subscription before cancelling the old one. In that case, you will have €250 of MRR for a short period instead of €150. To remedy this phenomenon, you can merge subscriptions on your Fincome account. This way, the last active subscription will become theFew readers

• Adjust and correct invoice lines

  Fincome offers the ability to audit each billing line and adjust metrics based on specific cases (VAT, discounts, canceled invoices, etc.) in order to build a custom MRR. Correcting an invoice line allows you to faithfully reflect reality: include a forgotten discount, correct an incorrect date or amount, or apply a retroactive reduction to a subscription. These adjustments ensure your SaaS metrics (MRR, churn, expansion, contraction) remain accurate and up to date, preventing your metrics fromFew readers

• Exclude a customer from calculations in Fincome

  Can a customer be deleted from Fincome? It is not possible to permanently delete a customer from Fincome, because the platform keeps a complete history of data to ensure consistency of calculations and analyses. However, you can neutralize its impact on your metrics by reducing the amounts of its invoice line items to zero. This amounts to indicating that this customer no longer generates recurring revenue or recognized revenue, without altering the overall history of your billing.Few readers