Causal's Guide to Clean Stripe Data
When getting started with Causal’s Stripe integration it’s important to ensure your Stripe data is in a good state. We’ve found that there are Stripe features that, when set-up or used incorrectly, can impact the recurring revenue calculations within Causal.
The most common issues are:
- Recurring revenue is not tracked using subscriptions.
- Subscription updates are not handled correctly using proration behavior, etc.
- One off invoices are not tied to a subscription, and therefor are not being counted as MRR.
- Invoice updates are not handled correctly, resulting in double counted MRR.
- Unpaid invoices are not marked as uncollectible.
- Discount codes are not being used correctly.
The issues listed above result in inaccurate recurring revenue calculations, and additional manual work for your team. We’ve created this Stripe guide to help our customers clean up their Stripe set-up. Throughout the guide we’ve included recommendations from the Causal team on best practices, settings, and how to handle various scenarios.
The following guide is intended to help Causal customers navigate common scenarios related to their Stripe billing set-up and maintenance. Please keep in mind the following guidelines are recommendations from Causal, and may not work for all customers and scenarios. Stripe has their own support documentation which can be found at https://support.stripe.com/. For more information on Causal and our Stripe data integration, please visit our documentation page linked here, or contact our support team at support@causal.app.