• Manage parent/child hierarchies

  What is the parent / child relationship for? Some of your customers belong to the same group: a parent company and its subsidiaries, several legal entities of the same company, or distinct brands billed separately. In Fincome, you can link these entities by associating a parent customer with one or more child entities. Once the relationship is created, all calculations (MRR, ARR, churn, etc.) are performed at the parent customer level. You thus get a consolidated view of the grouFew readers

• Invoice gaps / overlaps

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

• Connect subscriptions

  The symptoms A subscription change for a customer in your billing system can cause spurious movements in your MRR (caused by a subscription "overlap" or "gap"). For example: We have a customer with a €100 subscription, then a new subscription at €150 before the old subscription is cut off. In this case, we will have €250 of MRR over a short period instead of €150. To remedy this phenomenon, you can merge subscriptions in your Fincome account. The last active subscription will then becomeFew readers

• Data exports from Fincome

  Fincome offers several entry points to export your data in Excel or CSV format, depending on your need: financial audit, internal reporting, one-off analyses, or sharing with investors. 1. Key takeaways in 30 seconds Fincome exports use the same datasets and calculation rules as your Analytics views and your reports. Three locations let you export your data: the export center, the tables below the Analytics charts, the custom reports. Exports are read-onlyFew readers

• Understanding an MRR anomaly

  Why does my MRR seem "abnormal"? In the vast majority of cases, an MRR that seems inconsistent is not due to a calculation error by Fincome, but to: incorrect billing data (dates, line type, amount, discount), a duplicate customer or subscription, or a specific configuration of the calculation options. The goal is therefore to methodically trace back to the source of the figure, before any correction. Here is [a video](https://help.fincome.co/en/article/understand-mrr-anomalies-1Few readers

• Merge customers

  Merging customers in Fincome lets you bring together several records representing the same company or the same customer account. This feature is particularly useful if: duplicates were created when importing data (via files or API), the same customer appears under different names or identifiers, a synchronization generated several 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 reveFew 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 data history to ensure the consistency of calculations and analyses. However, you can neutralize their impact on your metrics by bringing the amounts of their invoice lines down to zero. This amounts to indicating that this customer no longer generates recurring revenue or recognized revenue, without altering the overall history of your billiFew readers

• Adjust and correct invoice lines

  Fincome gives you the ability to audit every billing line and adjust metrics according to special cases (VAT, discounts, canceled invoices, etc.), in order to build a tailor-made MRR. Correcting an invoice line lets you faithfully reflect reality: including a forgotten discount, correcting an inaccurate date or amount, or applying a retroactive reduction to a subscription. These adjustments ensure that your SaaS indicators (MRR, churn, expansion, contraction) remain accurate and up to date, thusFew readers