Producers & Payouts · 6 min read
Approve and track payout batches
Understand pending, approved, and paid tracking statuses.
Open payout batches →On this page
Open the batch
Open Payouts to view saved payout batches. Each entry shows its commission date, statement name, policy count, compensation amount, and tracking status.
Select View policy details to inspect individual policy payouts and agency retained amounts. Download CSV exports the saved batch.
Approve after review
Owners and administrators can select Approve batch while the status is pending. If the reconciliation has discrepancies, review them and check I reviewed the reconciliation discrepancies first.
Approval records an internal review decision; it does not transfer funds.
Mark paid only after external payment
Once you have actually paid the producer outside SplitVerde, select Mark paid (external payment confirmed) and confirm. This changes the internal status from approved to paid.
The details page displays approval, paid, and discrepancy acknowledgment timestamps where available. Saved batch amounts are snapshots and do not change when split rules are edited later.