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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 statement on one screen, with support for PDF-based reconciliation using the PDFx converter.
  • 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 — Available from the Carrier record or the main menu.
  • Reconcile Carrier Statement — Available from the Carrier record.
  • Receive Payment Button — Located on the individual Policy screen.

Choosing the Right Method

Scenario Recommended Method
Carrier provides an Excel/CSV file Import Carrier Statements
Carrier provides a PDF or paper statement Reconcile Carrier Statement
Single policy or miscellaneous payment Receive Payment Button

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