> ## Documentation Index
> Fetch the complete documentation index at: https://help.clinikehr.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Referral commissions

> Generate a monthly commission statement for a referring doctor, finalise it, send it, and record the payment — with rates frozen at generation.

export const StillStuck = ({topic}) => <div className="ck-callout ck-callout--note" role="note">
    <p className="ck-callout__body">
      <strong>Still stuck{topic ? ` with ${topic}` : ''}?</strong>{' '}
      Check <a href="/platform/help/troubleshooting">Troubleshooting</a> first —
      it covers the failures we see most often. If that does not resolve it,{' '}
      <a href="/platform/help/contact-support">contact support</a> and include
      your workspace name and the time the problem happened, so we can find the
      matching entry in your audit log.
    </p>
  </div>;

export const TaskHeader = ({before, time, after}) => <div className="ck-task">
    {before ? <div className="ck-task__cell">
        <div className="ck-task__title">Before you start</div>
        <p className="ck-task__body">{before}</p>
      </div> : null}

    {time ? <div className="ck-task__cell">
        <div className="ck-task__title">Takes about</div>
        <p className="ck-task__body">{time}</p>
      </div> : null}

    {after ? <div className="ck-task__cell">
        <div className="ck-task__title">When you're done</div>
        <p className="ck-task__body">{after}</p>
      </div> : null}
  </div>;

export const Path = ({steps = []}) => <span className="ck-path">
    {steps.map((s, i) => <span key={i} className="ck-path__step">
        {i > 0 ? <span className="ck-path__sep" aria-hidden="true">
            ›
          </span> : null}
        {s}
      </span>)}
  </span>;

export const Availability = ({editions = ['all'], plans, roles, note}) => {
  const list = editions.includes('all') ? ['clinic', 'pharmacy', 'lims'] : editions;
  return <div className="ck-avail" role="note" aria-label="Feature availability">
      <span className="ck-avail__label">Available in</span>

      {list.map(e => <span key={e} className={`ck-pill ck-pill--${e}`}>
          {EDITION_LABELS[e] || e}
        </span>)}

      {plans ? <span className="ck-avail__label">Plan</span> : null}
      {plans ? <span className="ck-pill ck-pill--plan">{plans}</span> : null}

      {roles ? <span className="ck-avail__label">Who</span> : null}
      {roles ? <span className="ck-pill ck-pill--role">{roles}</span> : null}

      {note ? <span className="ck-avail__note">{note}</span> : null}
    </div>;
};

<Availability editions={['lims']} plans="Business Lab and above" roles="Anyone granted “Access the referrer portal”." />

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."

<Path steps={['Sidebar', 'Referral Commissions']} />

<TaskHeader before="A referring doctor with a commission arrangement set on their record" time="3 minutes per statement" after="A finalised statement, sent to the referrer and marked paid once you settle it" />

## 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](/platform/settings/currency).

## Generate a statement

<Steps>
  <Step title="Open the dialog">
    Select **New statement**.
  </Step>

  <Step title="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](/lims/business/referrers).
  </Step>

  <Step title="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.**
  </Step>

  <Step title="Generate">
    Select **Generate statement**. The toast reads **Statement generated** and the row appears in the table as **Draft**.
  </Step>
</Steps>

## Finalise, send, settle

<Steps>
  <Step title="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.
  </Step>

  <Step title="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}**.
  </Step>

  <Step title="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**.
  </Step>
</Steps>

## Reading the table

| Column              | What it is                                                                                |
| ------------------- | ----------------------------------------------------------------------------------------- |
| **Period**          | The month the statement covers                                                            |
| **Referrer**        | Their name, with their facility beneath it                                                |
| **Orders**          | How many referred orders are on it                                                        |
| **Collected basis** | The money actually collected on those orders — the base the commission is worked out from |
| **Commission**      | What you owe                                                                              |
| **Status**          | **Draft**, **Finalized**, **Paid** or **Void**                                            |

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.**

## 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.

<Warning>
  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.
</Warning>

## 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.

## If something goes wrong

<AccordionGroup>
  <Accordion title="The page shows a locked card">
    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](/platform/plans/change-plan).
  </Accordion>

  <Accordion title="The page reads “Referral commissions are hidden”">
    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](/platform/team/permissions).
  </Accordion>

  <Accordion title="The preview totals zero">
    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](/lims/business/billing).
  </Accordion>

  <Accordion title="An order I expected is missing">
    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](/lims/business/referrers).
  </Accordion>

  <Accordion title="Email referrer is not offered">
    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.
  </Accordion>

  <Accordion title="I changed a referrer's rate and the old statement did not move">
    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.
  </Accordion>
</AccordionGroup>

<StillStuck topic="a commission statement" />