Commission Statements for Referral Partners

Commission statements let you produce a branded PDF remittance advice for each referral partner, summarising the commission paid to them over a period, laid out using a document template you design once. Partners can download their own statements directly from their portal, and your team can generate statements on demand at any time.

Before you start: set a statement template

Statements are generated from a document template, so pick one before the first statement goes out.

1. Open the Document Builder and open (or create) the template you want to use as your statement layout.
2. From the section palette, add the two blocks under the Referrer Statements category:
   • Statement Header - shows your business name, ABN, "Statement for [referrer]", and the statement period.
   • Commission Line Items - a table listing each paid commission (client, type, paid date, amount) with a running total.
3. Once the template looks right, go to https://app.trustpager.com/growth/referrals and use the Statement template picker at the top of the page to set it as your default. Every statement, automatic or on demand, uses this template until you change it.

You only need to do this once. Update the template any time from the Document Builder and future statements will pick up the change automatically.

How statements are generated

Statements are produced in two ways:

• Automatic (monthly): at the start of each month, TrustPager automatically generates a statement for every referrer who has commission instalments marked as Paid that have not yet appeared in a previous statement. This happens without any action from your team.
• On demand: open the referrer's detail page, find the Commission statements panel, pick a date range, and click Generate now. Turn on Email the referrer if you want them notified with a sign-in link to their portal as soon as the statement is ready.

Each statement is a PDF that lists the referred clients covered, the paid dates for each instalment, and the total amount remitted. The statement period reflects either the date range you chose (on demand) or the actual date range of the payments it covers (automatic).

Prerequisite: recording commission instalments as Paid

Statements only include instalments with a status of Paid. Before a statement can be generated for a referrer, you need to record their commission instalments on each referral.

To add or update instalments, open the referral detail page at https://app.trustpager.com/growth/referrals, click the relevant referral, and find the Commission panel. Each instalment has an amount, a status (Scheduled, Paid, or Cancelled), and optional due and paid dates. Mark instalments as Paid when the payment has gone out. TrustPager stamps the paid date automatically if you do not set one.

All instalment fields edit inline and save automatically.

Viewing and downloading statements (team)

To see the statements generated for a referrer:

1. Open https://app.trustpager.com/growth/referrals and click the referrer's card to open their detail page.
2. Scroll to the Commission statements panel.
3. Each generated statement is listed with its period and total. Click Download to save the PDF.
4. To generate an off-cycle statement right now, pick a date range and click Generate now in that panel, with the option to turn on Email the referrer first.

Accurate per-client commission in the partner portal

Inside the Referral Partner Portal, partners see each of their referred clients with two commission figures next to them:

• Earned: the total of all instalments with a status of Paid for that referral.
• Pending: the total of all instalments still at Scheduled status for that referral.

These figures are calculated directly from the recorded instalments and reconcile with the commission summary tiles at the top of the portal. If no instalments have been recorded for a referral yet, the portal shows the manually typed commission estimate instead.

What the referral partner sees

When a referral partner signs in to their portal at https://portal.trustpager.com and opens Tools → Referrals & Commissions, they see:

• A commission summary showing their total earned and pending commission across all referrals.
• Their referred clients, each with the earned and pending commission amounts calculated from recorded instalments.
• A Statements section listing any statements generated for them, each with a Download button. Partners can only ever see their own statements.

Partners have no visibility into other referrers' records, your workspace's internal commission data, or any instalment details beyond the totals shown.

Tip: Statements are only generated when there are Paid instalments not yet covered by a previous statement. If a referrer's statement panel is empty, check that their referrals have at least one instalment recorded with a Paid status at https://app.trustpager.com/growth/referrals - and confirm a statement template is set at the top of that page.