When you are done setting the options in the filter panel, all you need to do is click the button ‘preview’ in the bottom right corner of the panel. If you were expecting a payout entry to appear in your preview but it didn’t show up, please use the checklist in the article on troubleshooting with payout entries
Creating the payout entries
Let’s have a look at an individual payout entry in more detail:
From left to right, you will find the following data in the payout entry: the date on which the payout entry was created, the entry (if already available), the entity, the partner who will receive the commission (with his address below) and, finally, in the top right corner, the gross amount in the first row. The icons and the status section are discussed in more detail below.
The moment on which the payout entries were created is mentioned under ‘billing date’.
Under ‘month’, you will find the month during which the payout entries were created.
The user who created the payout entries is indicated under ‘user’.
Under ‘number’, the number of payout entries included in the settlement is mentioned.
The ‘amount’ mentions the amount of commission included in the payout entries, excluding taxes.
The ‘gross amount’ mentions the amount of commission included in the payout entries, including taxes.
Under ‘exports’, you will find different export options, discussed in further details below.
The status of the payout entries in the settlement is indicated by the icon under ‘status’.
A list of all the payout entries included in the settlement, which will be displayed when you click on the icon.
Export options billing display mode
Via the icon, you can export the settlement in a ZIP file. This ZIP file will contain the payout entries in all possible formats, i.e. the individual payout entries in PDF, CSV, SEPA (if possible) and a journal in PDF. The zip is queued for generation when the package status is updated, until the ZIP is available the icon will be greyed out.
Via the icon, you can download the individual PDF payout entries in a ZIP file. The ZIP is queued for generation when the package status is updated, until the ZIP is available the icon will be greyed out.
Via the icon, you can download the settlement in SEPA format. Please note this option is only available for payouts within the European eurozone. For more information about the SEPA file, please read this article.
The icon allows you to download the details of all the payout entries included in the settlement in CSV format.
The icon allows you to download a financial journal of the settlement.
Exporting payout entries via the group display