Payments

Enrollment History

What it's for

The full ledger of every enrollment you've processed.

Steps

Filter by client, service, or payment status, Export a CSV, or click Receipt on a row.

Technical Notes

GET /api/associate/enrollments.

Reports

What it's for

Your performance over time — onboarded users and completed cases by month.

Technical Notes

GET /api/associate/reports.

My Payment History

What it's for

Every payment from a client you enrolled. Unlike the Agent guide's equivalent page, there's no commission concept here at all — no commission column, no commission rate card, because Associates aren't paid commission.

Steps

Filter by status or search, Export CSV, or click Receipt on a row.

Technical Notes

GET /api/payment/history, GET /api/payment/analytics, GET /api/payment/export — same shared endpoints as every role. The UI difference (3 stat cards here vs. 4 including commission on Agent's) reflects a real backend/product distinction: Associates are treated as non-commissioned enrollment partners.