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Turn a month of referred orders into a statement of what you owe the doctor who sent them. Referral Commissions states the rule it runs on: “Generate monthly statements from the orders each referring doctor sent you. Rates are frozen into the statement, so later changes never rewrite history.”

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Rates are frozen when the statement is generated

This is what makes a statement worth arguing from. The percentage and flat amount in force at generation are written into the statement and stay there. Raise a referrer’s rate next quarter and every past statement still says what you agreed at the time — nothing is recalculated behind you. The referrer’s name and facility are captured the same way, so a statement stays readable after they change practice. The same applies to currency: each statement renders in the currency it was generated in, even if the lab’s billing currency changes afterwards. See Set your currency.

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What you’re looking at

One table with a single toolbar button, New statement, above it. A statement moves in one direction. Draft is what generation produces; Finalize makes it sendable; Mark paid closes it. Void is struck through in the list, because it is a record that something existed rather than a live obligation. The row menu changes with the status, which is the quickest way to tell where a statement has got to: The empty state. Before your first statement the page reads No statements yet. Set a commission arrangement on a referring doctor, then generate their first monthly statement here. Below Business Lab you see a locked card instead, and without the referrer grant the page reads Referral commissions are hidden.

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Generate a statement

1

Open the dialog

Select New statement. New commission statement explains what it will count: “Pick a referring doctor and a month. Preview shows every eligible referred order — completed lab tests, released imaging, and reported drug tests — that isn’t on a statement yet.”
2

Pick the referrer and the month

Choose from Select referrer under Referring doctor — only active referrers are listed — then set Month, which opens on last month, the one you normally want. If that referrer has no arrangement, the dialog warns that “the statement would total zero” and tells you where to fix it: set their rates first on Referring doctors.
3

Preview before you commit

Select Preview. You get the order-by-order list, each typed Lab, Imaging or Drug test, with its Collected and Commission columns, the order count and the totals. A month with nothing to bill reads No eligible orders in this period — nothing new to commission., and Generate statement is disabled on an empty preview.
4

Generate

Select Generate statement. The toast reads Statement generated and the row appears in the table as Draft.

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Finalise, send, settle

1

Finalize

Open the row menu and select Finalize. The toast reads Statement finalized and the badge changes from Draft to Finalized. This is the step that makes it sendable — Email referrer is offered only on a finalised or paid statement.
2

Send it

Select View details. Statement — {name} lists every order as Date, Type, Test, Collected and Commission, totalled as Total ({n} orders). From its footer take a CSV, select Download PDF, or select Email referrer — the toast reads Statement emailed to {address}.
3

Record the payment

When you have paid them, select Mark paid. Mark statement as paid? confirms the amount and warns that “A paid statement can no longer be voided”, and takes a Payment reference (optional) — the placeholder suggests “Bank transfer ref, cash, etc.”. The toast reads Statement marked as paid and the badge becomes Paid.

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Correcting a mistake

Voiding is how you correct a statement. Select Void from the row menu; Void this statement? explains that “Its orders become eligible for a future statement again.” The toast confirms: Statement voided — its orders can be commissioned again. Generate a replacement and those orders come back into it.
Voiding cannot be undone, and a Paid statement cannot be voided at all — the option disappears from the menu the moment you record payment. So correct a statement before you settle it. If you have already paid against a statement you then void, record that payment against the replacement or you will pay the referrer twice.

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Who can do this

Two separate gates guard this screen, and they fail differently — which is why the same complaint has two different fixes. A referrer’s statements are their account, so this screen needs the same grant as the referrer portal rather than one of its own. Reach the route without the right role and you get You don’t have permission to manage referral commissions. Please contact your clinic administrator.; reach it without the grant and the page reads Referral commissions are hidden with Needs authorisation from your clinic owner or manager. beneath it. A Lab Scientist is denied this route outright, along with Executive and Lab Analytics — bench roles get the bench, not the lab’s money. Two behaviours surprise people:
  • Enforcement is opt-in, per person. Somebody never saved in the permissions sheet is unrestricted, and the sheet warns “Saving starts enforcing”.
  • A denied action is recorded; an allowed one is not. A commission figure you are not entitled to see renders hidden or as a dash — never as a zero, which would read as “you owe them nothing”.
See Permissions.

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Check it worked

  • The statement’s badge reads Finalized after finalising, and Paid after you record the payment.
  • View details lists each order with its date, type, test, collected amount and commission, and totals them.
  • The orders on a finalised statement no longer appear in a preview for a later period — each order is commissioned once.
  • The referrer confirms they received the email, or the CSV matches what you are about to pay.

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Common issues

You are on Starter Lab or Professional Lab. The card reads Referral commissions is a Business feature and describes what it unlocks. See Change your plan.
You do not hold Access the referrer portal. An owner or manager grants it; see Permissions.
Either the referrer has no arrangement — the dialog warns when both the percentage and the flat amount are zero — or nothing was collected on their orders that month. Commission is worked out on money collected, not money invoiced; see Payments.
Either it was never attributed to that referrer at intake, or it is already on an earlier statement. Attribution happens on the order form, not afterwards — see Referring doctors.
The statement is still Draft — finalise it first. It is also unavailable on a voided statement, which has no items left to send, and needs an Email (optional) address on the referrer’s record.
The statement is Paid, and a paid statement cannot be voided. Correct the arrangement going forward and settle the difference on the next statement.
Only active referrers are listed. Re-enable them with Re-enable portal access on Referring doctors, or generate the statement while they are still active.

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FAQ

Nothing. Rates are frozen into the statement when it is generated, so past statements keep the rate you agreed at the time. To apply a new rate to a month already statemented, void that statement and generate it again.
No. An order joins one statement and then stops being eligible. The exception is voiding, which deliberately releases its orders back into the pool so a replacement can pick them up.
Because you cannot share money you have not received. An invoice raised and never paid contributes nothing to Collected basis, and the commission follows it down.
No. The portal shows orders and released results, not money. A statement reaches them only when you send it with Email referrer, or hand them the CSV or PDF.
No — Month is the unit. For anything else, take the CSV from View details and work from the order-level lines.