The Receivables tab is the page that answers "what do I chase this week". It lists money you have already earned but have not been paid, aged against when you expected it, so overdue payouts do not quietly age out of view.
What Lands on This Tab
Every commission, broker fee, and MPP payout you have earned but not collected shows up here, nothing projected or hypothetical, only money a deal has already funded and put on the books. Each row traces back to the record that owns it: a commission, a fee on an offer, or a life insurance application. Marking a row collected writes straight back to that record, so it can never drift from what the deal itself says you are owed.
The Aging Buckets
Rows group into five buckets: Not Yet Due, 0-30 Days Overdue, 31-60 Days Overdue, 60+ Days Overdue, and No Expected Date. The clock runs against the date you expected the payout, not the date the deal funded. A payout expected 45 days after funding starts aging from that 45-day mark, not from the day the deal closed. That is the honest measure of whether a lender is actually slow paying you.
Gross Against Take-Home
Every row shows both figures: gross is what the deal earned before any split, take-home is what is actually still coming to you, net of splits and any partial clawback already applied. The total across the top of the tab is take-home, since that is the number worth chasing. A partial clawback leaves the remaining balance chaseable rather than pulling the whole row off the list.
Marking a Payout Collected
Select Collected on any row once the money lands. This writes the paid date onto the underlying commission, line item, offer fee, or insurance application, and posts it to your accounting ledger if you have one connected. Collecting is scoped to your own book: a teammate cannot mark one of your payouts received, and you cannot mark theirs.
Rows With No Expected Date
A payout with no expected date sits in its own bucket instead of defaulting into Not Yet Due. It is not broken, it is a signal: some commission types simply have not had an expected date set on them yet, or a lender's payout terms have not been recorded on the deal. Add the date and the row moves into the aging picture where it belongs.
What to Do Next
- Get the Weekly Receivables Digest so overdue payouts land in your inbox without checking this tab.
- Read Your Finances Overview to see this money against everything else you have earned this period.
- Work the accounting ledger to see where a collected payout lands once it posts.