Skip to content

Receiving Commission Payments

There are three interchangeable ways to enter the commission payments you receive each month. Choose the method that best fits the format of the statement you receive from your carrier.

💡 Why Use This

Recording commission payments is how Commission Tracker tracks what you've actually received vs. what you expected. Each payment method serves a different workflow:

  • Import Carrier Statements — The fastest method for statements provided in Excel, CSV, or XLS format.
  • Reconcile Carrier Statement — An efficient way to manually enter an entire short or paper statement on one screen. For a PDF statement, try converting it to Excel with PDFx first and importing it instead.
  • Receive Payment Button — Ideal for entering small or miscellaneous payments for a single policy.

🗺️ How to Access

Each method is accessed differently:

  • Import Carrier Statements — Click Carriers in the navigator strip, select the carrier, and click Import Stmt on the carrier's toolbar. (Newer versions only: also the Import Statement button on the main toolbar, or Import > Import A Statement File.... If you do not see them, your server has not been updated yet.)
  • Reconcile Carrier Statement — Select the carrier and click Enter Stmt on the carrier's toolbar.
  • Receive Payment Button — Located on the individual Policy screen, or right-click a policy directly in the Policies grid.
  • Partial/Chargeback (Adjustments) — Click Partial/Chargeback on the Policy window's toolbar, or right-click the policy in the grid. Use it when the commission received doesn't match what was expected — a partial payment, or a chargeback of commission the carrier already paid. See Partial Payments and Chargebacks.

Right-click menu on the Policies grid, showing Receive Payment and other policy actions

Choosing the Right Method

Scenario Recommended Method
Carrier provides an Excel/CSV file Import Carrier Statements
Carrier provides a PDF statement Convert it with PDFx (in Cloud Files), then Import Carrier Statements
Short statement, paper statement, or a PDF that PDFx cannot convert Reconcile Carrier Statement (Enter Stmt)
Single policy or miscellaneous payment Receive Payment Button
Partial payment or chargeback Partial/Chargeback

You Can Mix Methods

You are not required to stick to just one method. Use whichever is most efficient for the data at hand, even for the same carrier month to month.

Need help? Contact support@commission-tracker.com