View unsent payments

3 min

Viewing unsent payments in Roster is a straightforward way to track approved but unpaid referral rewards for your ambassadors. This feature is helpful for monitoring the amount to be sent during your payment period, identifying which ambassadors are eligible for payments, and preparing for payouts.

Step-by-step instructions

Navigate to the referral rewards page

Click on Payments in the left navigation menu.

View the unsent payments tab

On the Referral Rewards page, click the Unsent Payments tab.

Review the list of ambassadors with approved but unpaid rewards. The page displays:

Total unpaid rewards for each ambassador.

A detailed breakdown of the unpaid rewards by clicking on the amount owed for any ambassador.

Apply filters for targeted lists (optional)

Use the Ambassador Filter to search for specific ambassadors.

Narrow the list by selecting a specific program from the Program Filter.

Filter by Date Range to see unpaid rewards within a specific time period.

Set a Minimum Amount filter (e.g., $25) to exclude ambassadors who do not meet your brand’s payout threshold.

Apply Contact Tags to prioritize certain groups of ambassadors.

Export payment records (optional)

Select the ambassadors you want to include in the export.

Click the Export button to download a CSV file.

Share the exported file with your team or payment processor for further action.

Need help?

If you have any questions about viewing or managing unsent payments, contact our support team at [email protected]. We’re here to assist you!