Establish which accounts count toward the quoted discount

Read the concession as a rule with an explicit scope

Locate the offer, pricing schedule or later written confirmation that actually states the concession. Record its date, the contracting entity, provider, account country, named accounts and effective period. For Stripe, general, service and incorporated terms form the agreement, and regional terms depend on the account country. The recorded general terms allow a written fee agreement to differ from public fees; they do not supply a universal rule that combines every account a merchant controls.

Extract the threshold amount or count, the unit it measures and the rule for applying the price. Check whether the concession concerns the whole period, only activity above a threshold, or a later period. Those are questions for the actual pricing document, not assumptions to fill in from the word volume. If the document does not say, keep the calculation open rather than select the most favorable interpretation.

Keep export grouping separate from pricing aggregation

Stripe’s Fees report documentation describes organization exports that aggregate accounts, concatenate account data or provide separate account outputs. It documents account_id in specified formats. These options organize reporting data. None establishes that a pricing offer covers all accounts in the organization, all brands under a company or several separate legal entities.

Build a list of the accounts explicitly covered by the written offer and compare it with the export selection. Retain account identity in a format that exposes it, or use separately identifiable account records. If an aggregate total cannot be traced back to the covered accounts, it is insufficient evidence for this threshold. Do not add another entity’s activity simply because it appears in the same administrative view.

A Fees report is evidence about fees within its documented coverage. It is not automatically the activity report a contract requires for a volume threshold. Choose records that actually contain the defined payment amount, transaction count or other measure. Several fee rows can relate to one transaction, so counting fee rows cannot establish a transaction-count threshold.

Calculate only after the period and activity definitions align

Name the start and end of the measurement period, its time zone and the event date that places activity inside it. Check whether the written threshold uses a calendar period, a rolling window or another stated interval. An export downloaded this month can contain activity from a different interval; the download date does not define the measurement period.

For each covered account, identify the qualifying records, their currency and the exclusions the agreement actually states. Keep refunded, disputed, unsuccessful, non-card or otherwise differently classified activity separate until the pricing rule says how each is treated. These categories are questions to resolve, not a universal exclusion list. Do not combine different currencies without the agreement’s conversion basis.

Once the account set, unit, period and inclusion rules are established, total each covered account using the same definition and combine them only if the pricing rule permits it. Preserve the per-account subtotals and excluded amounts so another authorized reader can reproduce the comparison. If a definition remains unknown, report the known activity separately and leave the threshold result unresolved.

Separate meeting the threshold from receiving the quoted price

A calculation can show that the documented qualifying activity reaches the stated threshold. It cannot by itself show that the provider applied the concession, that the price is retroactive or that every fee component is discounted. Compare the applicable pricing period and fee component with the real statement only after the aggregation question is settled.

If the result cannot be established, send the provider a focused question naming the offer and the missing rule: which identified accounts count together, which activity qualifies and which period determines the price. If the threshold appears met but the statement differs, preserve both the calculation and the charged line and ask how the written concession was applied. Do not describe the difference as an entitlement to a credit without a supporting response.

A Prism processing consultation can discuss the business and organize the outstanding questions. Describe the website, research-only products and the account-scope ambiguity; confirm any requested pricing-record review in the agreed scope, responsibilities, fees and terms. Keep contracts, customer records, credentials and full financial records out of the public form. Follow-up is by email; the request does not book an appointment, buy a service or submit an application. The provider decides eligibility and account terms.

Pricing-threshold scope table

Complete one table for each written concession and measurement period. Use references to your own agreements and activity records. Calculate a combined result only when the covered account set, qualifying measure and period are established; mark an unstated rule unknown.

Worksheet entries are not submitted by Prism’s worksheet and are not saved by the site. Use record types, availability, anonymized observations, or match/mismatch results. Do not enter government identifiers, customer names or addresses, customer messages, receipt-access links, card or bank details, passwords, or keys. Send sensitive documents only through the provider’s verified secure channel.

These are temporary notes. Leaving or reloading this page may clear them. Worksheet entries are not sent automatically. If you copy notes into the consultation message and submit the form, Prism receives them as part of your request.