Independent contractors have immediate access to a Summary Settlement and Detailed Settlement report by navigating to the My Settlements menu.
Accessing My Settlements
Please follow the steps below to view your settlement information:
- Navigate to the My Settlement menu.
- Select the Settlements module.
- Click the arrow next, to the left of the settlement date, to open the Summary Settlement report.
- To open the Detailed Settlement report, select the More Details button.
- If desired, select the the Download All History button to download a .xlsx file for your records.
Understanding Settlement Reports
The following Settlement Report example shows four settlements: 05/05/2023, 05/12/2023, 05/19/2023, and 06/02/2023.
This visual representation provides detailed information for the 05/05/2023 settlement, including Invoice Payment (A), Invoice Deductions (B), and Invoice Net (C).
The Invoice Net (D) displays the net settlement amounts for the remaining three collapsed settlements. Expanding the information for those dates reveals the breakdown of Invoice Payment, Invoice Deductions, and Invoice Net.
Totals (E) represent the sum of all Commissions and Deductions from the displayed settlements, resulting in the Grand Total.