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Receive Payment Button

The Receive Payment Button is the simplest way to record a commission payment for a single policy. For entering a full carrier statement, consider Reconcile Carrier Statement or Import Carrier Statements.

💡 Why Use This

Use the Receive Payment Button when:

  • Entering a single miscellaneous payment — Quick manual entry for a one-off payment without running a full import.
  • Posting a payment that wasn't on an import file — Catching up a payment that was missed or that the carrier sent separately.
  • Correcting or supplementing imported data — Adding a payment for a specific policy after the main import is complete.

🗺️ How to Access

The Receive Payment Button is located on the individual Policy screen. Open a policy and click Receive Payment.

Receive Payment Button

Key Field Descriptions

  • Billing Date — Select the Month/Year for the payment. Billing dates that have already been paid disappear from this list.
  • Payment Received Date — The date the commission is recognized; affects when it appears on agent reports.
  • Actual Premium — Enter the premium amount from the carrier statement.

Give the software a moment to calculate

After entering or changing the Actual Premium, pause briefly before continuing. Commission Tracker automatically recalculates both the Expected Commission and Actual Commission based on the premium you entered — but it needs a moment to finish. If you are tabbing through the fields, pause after the premium field and wait for the updated values to appear before pressing Tab again, clicking Save, or pressing Enter. This ensures the correct commission amounts are recorded.

  • Actual Commission — The actual dollar amount received. Discrepancies between this and the "Expected Commission" can be tracked in reports.
  • Check Number — Optional field for tracking specific transactions and aiding in year-end audits or carrier disputes.

Receive Payment Screenshot

Audit & History

Manual payments log the username and timestamp of the person who entered the data. This is viewable in the Payment History Detail View.

Audit View

🔧 Troubleshooting

The Billing Date I need is not in the dropdown. Billing dates that have already been paid are removed from the list. If the date is missing, check Payment History to see if that month was already posted. If it was posted in error, delete it first and then re-enter.

The Actual Commission I entered isn't appearing on agent reports. Verify that the Payment Received Date is within the date range of the report you are running. Agent reports filter by the Received Date, not the Billing Date.

Need help? Contact support@commission-tracker.com