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Payouts & Reporting ​

This guide is for accounting and finance staff at sales organizations who approve team commissions, remit payouts, and export data for payroll and bookkeeping systems.

Sign in: wholesale.biotideusa.com

Open the dashboard: Analytics → Commission ledger

Commissions & Payouts overview ​

The Commission ledger page (titled Payout Ledger at the top) is your control center for wholesale profit spreads and rep payouts.

Summary cards ​

CardWhat it tells you
Available payoutCleared amounts ready to pay after your approvals.
Pending clearanceAmounts still waiting on settlement or internal holds.

Use Request payout when your process calls for initiating a payout batch for cleared, approved balances.

Downline approvals ​

Most organizations require a manager or org owner to approve pending lines before funds move from Pending clearance to Available payout.

How to approve a downline payout ​

  1. Go to Analytics → Commission ledger.
  2. Scroll to the Payout ledger table.
  3. Expand an order row (click the row or chevron) to see individual payout lines.
  4. Look for lines with a Pending status and a Downline badge on the entity name.
  5. In the Actions column, click Approve on the line you want to release.
  6. Wait for the status to update — approved lines move toward available payout according to your organization’s schedule.

TIP

You cannot approve your own My Cut lines from this screen; those follow a separate clearance path. Focus approvals on downline managers, reps, and attributed entities in your tree.

View payout instructions before you pay ​

For any ledger line, click View Payout Info in the Actions column to open a secure dialog with the payee’s ACH or check instructions (when they have saved them in Profile settings). Use this instead of asking reps to email bank details.

Payroll reporting — date range and exports ​

Below the summary cards, find the Payroll reporting section.

  1. Set Start date and End date for the period you need.
  2. Choose the export that matches your workflow:

Export Payroll (CSV) ​

  • Button label: Export Payroll (CSV)
  • Use for: Accounts payable — paying managers and reps in your downline (for example, importing into Gusto, ADP, or your payroll provider).
  • Typical contents: Payee identifiers, amounts, and payout metadata for the selected date range.
  • If no pending payouts exist for the range, the export will notify you that there is nothing to download.

Income Statement (CSV) ​

  • Button label: Income Statement (CSV)
  • Use for: Accounts receivable and bookkeeping — recording your organization’s earned income (for example, importing into QuickBooks or your GL system).
  • Typical contents: Income lines attributed to your territory for the selected period.

Both exports download as .csv files to your computer. Adjust the date range and run again if you need a prior month or quarter.

Reading the payout ledger table ​

ColumnDescription
DateWhen the order or payout line was recorded.
Order IDReference number for the underlying wholesale order.
Ledger Entity & SourceWho earned the line (look for Downline or My Cut badges).
Order totalTotal value of the order for context.
Payout AmountAmount owed for that line.
StatusPending, paid, or other clearance states.
ActionsApprove pending downline lines, or view payout instructions.

Role access ​

RoleTypical access
Sales organization owner / managerFull ledger, approvals, and both CSV exports
Sales repPersonal commission lines; may not see all downline approvals
BuyerNo access to this page — buyers use Buyer Guide

If you cannot see Approve or an export button, ask your organization administrator to confirm your role.