Charitable Documentation

Learn how to make the most of Charitable with clear, step-by-step instructions.

Gateway Processing Fee Tracking

Charitable Pro 1.8.13+ can record the actual processing fee charged by your payment gateway against each donation. When enabled, the fee appears on the individual donation admin page and is included in CSV donation exports.

Supported gateways: Stripe, PayPal (Standard / IPN)


Table of Contents


Requirements

  • Charitable Pro: Version 1.8.13 or higher
  • Gateway: Stripe or PayPal (Standard). Other gateways are not supported.

How It Works

Fee tracking is passive – it captures the fee reported by the gateway at the moment payment is confirmed, with no extra API calls.

Stripe: The processing fee is read from the balance_transaction.fee field on the Stripe charge object when the Stripe webhook processes the payment confirmation. The fee is converted from the gateway’s smallest currency unit (cents) to a decimal amount before being stored.

PayPal: The processing fee is read from the mc_fee field in the PayPal IPN notification payload. It is stored as-is since PayPal already sends it as a decimal amount.

In both cases the fee is stored once and never overwritten. If PayPal retries an IPN or Stripe fires a duplicate webhook event, the original value is preserved (idempotency).


Enabling Fee Tracking

Fee tracking is disabled by default. To enable it, add the following snippet to your theme’s functions.php or a site-specific plugin:

add_filter( 'charitable_show_gateway_processing_fee', '__return_true' );

No other configuration is needed. Once enabled, the fee will be recorded for all new Stripe and PayPal donations going forward. Existing donations are not retroactively updated.


Disabling Fee Tracking

Remove the snippet above, or explicitly return false:

add_filter( 'charitable_show_gateway_processing_fee', '__return_false' );

Disabling tracking stops new fees from being recorded. It does not delete fee data already stored against existing donations.


Where the Fee Appears

When fee tracking is enabled, a Gateway Processing Fee row appears in the donation meta section of the individual donation admin page (Donations – click any donation to view it). The value is formatted as a currency amount using the donation’s currency.

The row is hidden automatically for any gateway other than Stripe or PayPal, even if the filter is enabled.


CSV Export

When fee tracking is enabled, a Gateway Processing Fee column is included in donation CSV exports. The value is formatted as a currency amount. This column does not appear in exports when the filter is disabled.


Net Amount

A helper function is available to calculate the net amount received after fees:

Net = Donation Total - Gateway Processing Fee - Stripe Connect Application Fee (if applicable)

The Stripe Connect application fee (stored separately as _stripe_application_fee_amount) is only present on sites using Stripe Connect. For standard Stripe and PayPal donations it is zero.

To retrieve the net amount in code:

$net = charitable_gateway_fees_get_net_amount( $donation );
// Returns a formatted currency string, or false if no fee data is stored.

Notes and Limitations

  • Fee data is only recorded going forward from when the filter is enabled. There is no tool to backfill fees for older donations.
  • PayPal fee capture requires IPN to be working correctly. If IPN is not configured or is failing, no fee will be recorded.
  • Stripe fee capture requires the Stripe webhook to be active and delivering charge.succeeded or payment_intent.succeeded events with balance_transaction expanded.
  • The fee field is only shown in the donation admin meta and CSV export for Stripe and PayPal donations, even if fee data somehow exists on a donation from another gateway.
  • For Stripe Connect accounts, the platform application fee (_stripe_application_fee_amount) is stored separately and is subtracted in addition to the processing fee when calculating net amounts.

Developer Reference

Filter

charitable_show_gateway_processing_fee – Controls whether gateway fee tracking is active. Return true to enable, false to disable (default).

// Enable fee tracking site-wide.
add_filter( 'charitable_show_gateway_processing_fee', '__return_true' );

Meta keys

Meta keyDescription
_gateway_processing_feeThe gateway processing fee amount as a decimal float (for example, 0.59). Stored on the donation post.
_stripe_application_fee_amountStripe Connect platform application fee. Only present on Stripe Connect donations.

Hooks

charitable_paypal_web_accept – Action that fires when a PayPal IPN web_accept notification is received. The gateway fees module hooks into this at priority 10 to capture mc_fee.

do_action( 'charitable_paypal_web_accept', $data, $donation_id );

charitable_default_donation_fields – Filter used to register the gateway_processing_fee field in the Charitable field system. Only registered when charitable_show_gateway_processing_fee returns true.

charitable_donation_admin_meta – Filter used to hide the fee row from the donation admin meta for unsupported gateways.

charitable_export_donations_format_money_fields – Filter used to include gateway_processing_fee as a money-formatted column in CSV exports when tracking is enabled.

Still have questions? We’re here to help!

Last Modified:

What's New In Charitable

View The Latest Updates
🔔 Subscribe to get our latest updates
📧 Subscribe to Emails

Email Subscription

Join our Newsletter

We won’t spam you. We only send an email when we think it will genuinely help you. Unsubscribe at any time!

Improvement receipts

🗓️ Annual Receipts 2.0: Send Year-End Receipts to Every Donor in Minutes

You can now send annual receipts in minutes with a few clicks to all your donors.

📧 One-Click Bulk Send Wizard that guides you to sending to hundreds of donors simultaneously directly from your WordPress dashboard.

🔍 Smart “Dry Run” Mode: See exactly who will receive a receipt and who will be skipped (and why) before a single email leaves your server.

🛡️ SMTP-Aware & Limit Protection: Charitable now detects your email setup and automatically adjusts batch sizes and pauses for daily limits to ensure your emails land in inboxes.

✅ Complete Audit Trail: Dedicated system log and on the individual donor’s profile, giving you a clear history for every fiscal year.

Stop dreading tax season and start spending that time on your mission. Update to Annual Receipts 2.0 and automate your year-end reporting today.

Addon Donations Improvement

🎈Recurring Donations 2.0: Smarter Automation, Better Recovery, and More Control

We’ve completely rebuilt our Recurring Donations system to help you grow your reliable income stream while giving you (and your donors) more powerful tools than ever before.

What’s New:

🔒 Recurring-Only Campaigns: You can toggle “Recurring Only” mode in the campaign builder to hide the one-time option entirely, ensuring your supporters stay focused on long-term commitment.

📧 Automatic Payment Recovery: Our new Payment Failed Email fires automatically the moment a subscription fails.

🛠️ Self-Service Donor Control:The new Cancel Subscription Button appears directly in the donor dashboard, allowing supporters to pause or end their recurring gifts on their own terms—reducing your admin burden and payment disputes.

📊 Real-Time Revenue Insights: Track your growth, monitor active subscriptions, and see exactly how much predictable support is coming in each month at a glance.

Our new Recurring Donations addon gives you the professional-grade tools you need to grow your mission.

Campaigns New

🧡 Modal Donate Button: Turn Any Click into a Contribution

Instead of redirecting users to a new URL, the lightweight Modal Donation Button allows donors to complete their gift in a sleek, focused popup, keeping them engaged with your content while they support your cause.

What’s New:

  • Zero-Friction Giving: Open your donation form in a responsive modal overlay. Donors stay on the same page, reducing drop-off.

  • 🖱️ Place it Anywhere: Use the dedicated WordPress block or a simple shortcode to drop a donate button into sidebars, footers, or even mid-sentence in your storytelling.

  • 🎨 Full Design Control: Match your brand perfectly with customizable background colors, hover effects, border radius, and font sizes—all without touching a single line of CSS.

Whether you need a simple “Donate Now” link or a high-converting popup button, the Modal Donate Button gives you the flexibility to raise more with less effort.

donation form Donations New

💵 Mini Donation Widget: Show The Impact Of Every Dollar!

Not every donor who wants to give will navigate to your campaign page. Meet them exactly where they are by placing a fully functional giving experience directly on any page or post.

💬 Show the impact of every dollar: Attach custom messages to each preset amount so donors understand exactly what their gift provides.
🔄 Monthly and one-time giving: Supports a tabbed interface with independent amounts and impact statements for recurring giving programs.
🎨 Match your brand: Easily set accent colors and control size or alignment to fit the widget naturally into your layout without CSS.
⚡ Reduce donor friction: Open the donation form in a modal overlay to keep donors on the page and reduce drop-off.

Donations Live New

👉🏻 Showcase Real Momentum with the Donations Feed

Give your donors a reason to trust. Our new feed lets you display a living, breathing record of people showing up for your cause.

🤝 Build instant trust: Overcome donor hesitation by showing a proven track record of community support.
💬 Highlight donor stories: Display real donor comments and locations to show the human side of your fundraising.
🛠️ Drop it anywhere: Easily add the block to your homepage, campaign pages, or confirmation screens in seconds.
📈 Curate your feed: Group multiple donations from the same person or sort by highest amounts to encourage larger gifts.