The Settlements dashboard is where you can find granular details about your payouts and how they were calculated.
It is updated every Monday when payouts are sent out, if you have an applicable payout.
For more information on how payouts work with Elective please see this article.
Using the Settlements Dashboard
The settlements dashboard provides the following information:
|Payout Date||The date the payout was made|
|Period Start||The beginning of your payout capture period; the date of the first transaction within a payout period|
|Period End||The end of your payout capture period; the date of the last transaction within a payout period|
|Sales||The total dollar value of sales that fell within the payout cycle|
|Refunds||The total dollar value of refunds that fell within the payout cycle|
|Adjustments||The total dollar value of adjustments that fell within the payout cycle; for more information about adjustments please see this article|
|Fees||The total dollar value of Elective fees that fell within the payout cycle|
|Net Settled||The net dollar amount that you will or have received in your bank account|
The source of the order:
Funding: Learn Now, Pay Later (LNPL) orders
In-House: Payment Plan Management (PPM) orders
|Export to CSV||The 'EXPORT' button will provide a granular summary of your payout; more details below|
Exporting Payout Data
The Settlements dashboard shows you the aggregate numbers but if you hit the 'EXPORT' button on the right-most column of any payout batch you will be able to download an itemized transaction report. This will outline every transaction that impacted that payout.
Payouts with Elective
For more information about how payouts and how to get paid with Elective please see this article.
Need More Help?
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