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Turn a month of referred orders into a statement of what you owe the doctor who sent them. The page 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 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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Generate a statement

1

Open the dialog

Select New statement.
2

Pick the referrer and the month

Choose from Select referrer under Referring doctor, then set Month. If that referrer has no arrangement yet, the dialog says so 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 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.
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 only offered on a finalised or paid statement.
2

Send it

Select View details. From that dialog you can 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. The dialog asks Mark statement as paid? and takes a Payment reference (optional) — the placeholder suggests “Bank transfer ref, cash, etc.”. The badge becomes Paid.

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Reading the table

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.

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Correcting a mistake

Voiding is how you correct a statement. Select Void from the row menu; the dialog asks Void this statement? and explains that its orders become eligible for a future statement again. The toast confirms: Statement voided — its orders can be commissioned again. You can then generate a replacement.
Voiding cannot be undone. The statement stays on the list marked Void as a record that it existed, and its orders are released back into the pool — so if you have already paid against it, record that against the replacement or you will pay twice.

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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.

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If something goes wrong

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.
A referrer’s statements are their account, so the screen needs the same grant as the referrer portal — “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 in that month. Commission is worked out on money collected, not money invoiced — see Billing and 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. If it is finalised and the action still does nothing useful, check the referrer has an email address on their record.
That is the design. Rates are frozen into a statement when it is generated. To apply a new rate to a past month, void the statement and generate it again.