When you create affiliate settlements in Trackdesk, each affiliate payout record gets a settlement status.
These statuses help you track what has already been paid, what is still being processed, and what needs attention.
You can manage statuses manually for standard payout methods, and Trackdesk syncs statuses automatically for Tipalti payouts.
Where to find settlement statuses
Navigate to Affiliates → Settled balance.
Open any settlement row to view settlement detail.
In the affiliate table, check the Status column for each affiliate settlement.
In the settlement summary card, review the status progress counters.
Settlement status values
New - Settlement record was created and has not been processed yet.
In progress - Payout processing is ongoing.
Paid - Payout is completed.
Error - Payout failed or requires correction (system-driven status, mainly from Tipalti sync).
Manual status updates
You can manually change status for non-Tipalti payout methods.
Supported manual target statuses:
New
In progress
Paid
You cannot manually set status to Error.
If you select the same status as the current one, Trackdesk keeps it unchanged.
Single update
Use the status dropdown in the affiliate settlement row.
Bulk update
Select multiple affiliate settlement rows.
Click Change status.
Choose the target status and confirm.
Bulk update behavior:
Tipalti rows are skipped automatically.
Rows already in the selected target status are skipped.
You get a result message with:
number of updated rows
number of skipped rows
Paid-progress counters in settlement detail
Trackdesk calculates and displays counters for:
New
In progress
Paid
Error
These counters are shown in the settlement detail summary and update when statuses change.
This gives you a quick progress view of payout completion for the settlement.
Tipalti automatic status synchronization
For Tipalti payout records, status is controlled by Tipalti sync.
Manual status editing is disabled for Tipalti rows.
Trackdesk updates status after Tipalti batch/payment checks (automatic and manual Check now refresh).
Tipalti payment status mapping
Tipalti payment states map to Trackdesk settlement statuses as follows:
PAID → Paid
SCHEDULED, SUBMITTED, PENDING_PAYER_FUNDS, FRAUD_REVIEW, CLEARED → In progress
REJECTED, DEFERRED, DEFERRED_INTERNAL, CANCELED → Error
If Tipalti returns a status that is not mapped, Trackdesk keeps the existing settlement status.
Settlement status notifications
When a settlement status actually changes, Trackdesk triggers an affiliate notification event for Settlement status changed.
Important behavior:
Notification is sent on real status change only.
No notification is sent for no-op updates (same old/new status).
Applies to both manual updates and Tipalti-driven updates.
Delivery depends on notification preferences and enabled channels.
API behavior (technical reference)
Relevant billing endpoints:
PUT /billing/v1/account-settlements/{id}/status
Update one settlement status (manual, non-Tipalti;Errorforbidden manually).POST /billing/v1/account-settlements/bulk-update-status
Bulk status update; response includes skipped settlement IDs.GET /billing/v1/settlements/{id}
Returns settlement-level status counters (new,in_progress,paid,errorcounts).
Tipalti-related status sync endpoints:
GET /tipalti-payments/v1/settlements/{settlement_id}/list-payable-account-settlementsPOST /tipalti-payments/v1/settlements/{settlement_id}/payment-batchPOST /tipalti-payments/v1/settlements/{settlement_id}/payment-batch/status