Review Statements List

  1. From the left menu, select Statement
  2. The Statement List will open and list out All Statements 
  3. Each Statement’s Current Balance, Past Due Balance, and Open Balance columns will reflect some information regarding the aging and balance of each Statement
  4. The Status column will indicate one of the following Statuses
     - Unbilled: Statement has been created but not sent
     - Sent: Statement has been emailed to the Affiliate’s email address on file
     - Downloaded: Statement has been downloaded to PDF

    *There is no requirement to generate or send statements within CommissionTrac. 

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