Settlements
Module: Financials · For: Carrier users · Page address: /carrier-portal/financials/settlements
How to get there
Section titled “How to get there”Finance → Sales & Payments → Settlements
Who can use this page
Section titled “Who can use this page”Needs: View permission on the Financials module.
| Seat | Can open it |
|---|---|
| Owner / Admin | Yes |
| Manager | Yes |
| User | Yes |
Actions on this page and the permission each needs
Section titled “Actions on this page and the permission each needs”| Action | Permission | Notes |
|---|---|---|
| Export 13 rows to CSV | Export on Financials | Manage also grants it |
What you see
Section titled “What you see”- Settlement statements
Table columns
Section titled “Table columns”Statement · Status · Gross · Deductions · Net · Statement · Paid By · Status · Gross · Deductions · Net
Tab: First page
Tab: Previous page
Tab: Page 1
Tab: Next page
Tab: Last page 1
Tab: First page
What you can do
Section titled “What you can do”- How this works
- Run settlement
- Show only statements whose net is negative
- Filters
- Export 13 rows to CSV
- Statement
- Status
- Gross
- Deductions
- Net
- Copy
Fields
Section titled “Fields”| Field | Required | Type | Example |
|---|---|---|---|
| Status | No | combobox | Any status |
Loading, empty and error states
Section titled “Loading, empty and error states”Dropdown-Status state
Loading state
Popover-Guide state
Rowmenu state
Last updated 2026-10-27