If your organization is a part of a marketplace through Introzy, you'll use this page each reporting cycle (typically once a month) to tell the marketplace what you collected from each customer that was referred to you. The marketplace's finance team then reviews your numbers and invoices you for the fees due.
Where to find it
In the left sidebar, expand Finance and select Accounts Payable. The page header reads "Accounts Payable — Report your payment amounts for each period."
Accounts Payable is available to users assigned the Solution Provider role. If you don't see it under Finance, contact the marketplace admin who invited you and ask them to confirm your role.
What you'll see
The page has three controls and a table of the periods you owe reporting on:
Period — a dropdown of months with previous/next arrows. The page defaults to the current month. When you navigate to a different month, a Current Month button appears so you can jump back.
Status — filter by reporting status: All Statuses, Not Started, Soln Provider Reporting, Soln Provider Complete, or Reviewed by Finance.
Search by solution provider — filters the table.
The main table has one row per period of reporting you owe, with columns for Reporting Status, Invoice (linked once finance has generated it), Reported Amount, and Fees.
If you see "No reporting periods found," it means there's no reporting due for the selected month. The most common reasons are that no deals where you're the solution provider have a Deal Amount Period overlapping that month, or that those deals haven't been sent to finance yet (under Finance > Deals you'll see "Deals are created when connections are sent to finance.").
The reporting workflow at a glance
Each reporting period moves through four statuses. You're responsible for the middle two; the marketplace's finance team handles the rest.
Status | What it means | Who handles it |
Not Started | The period exists but reporting hasn't begun | Finance/Admin |
Soln Provider Reporting | You're in the middle of entering amounts | You |
Soln Provider Complete | You've finished and approved your reporting | You approve; Finance/Admin marks the period |
Reviewed by Finance | The marketplace has reconciled your numbers and is ready to invoice you | Finance/Admin |
Once the period is Reviewed by Finance, you'll see an invoice link populate in the Invoice column on this page, and the same invoice will appear under Finance > Invoices.
How to report a period
1. Open the period
Open Finance > Accounts Payable and select the month you want to report on using the Period dropdown or arrows. If you only have one period to report, it will be the only row.
2. Open the period detail view
Click the row for the period. The detail page shows:
A header with your company name and the period (e.g., "Apple Tech — April 2026")
Two badges: the current status (e.g., "Soln Provider Reporting") and the reporting cadence (e.g., "Monthly")
Three KPI cards: Reported (deals you've marked Reported / total deals due), Amount Collected (the running total you've entered), and Fees Owed (the running total of fees those amounts generate)
A per-deal table for every deal that's part of this period
Each deal row shows: Finance Deal, Seeker, Solution Provider, Connector, Facilitators, Product, Status (Reported/Unreported), Amount Collected, Fee, and Notes.
3. Enter the amount you collected for each deal
Click Edit on a deal row. Three fields are editable:
Status — set this to Reported once you've entered the amount. Leave as Unreported if you haven't collected anything yet for the period or aren't ready to confirm.
Amount Collected — the total you collected from this seeker during the reporting period. Enter
0.00if you collected nothing this period — this is different from leaving the deal Unreported.Notes — optional. Use this for context the marketplace's finance team should know (e.g., partial payment, refund, dispute).
Click Save to commit the row, or Cancel to discard the changes.
4. Use bulk actions if everything is straightforward
If every deal in the period has been settled and you're ready to confirm the displayed amounts in one go, click Mark All as Reported at the top right of the table. Otherwise, you can use Edit All to open every row at once and Save All when you're done.
5. Approve your reporting
Once every deal is set to Reported (or you've decided what stays Unreported), confirm your reporting on your end so finance knows you're done. Your marketplace's finance team will then move the period to Reviewed by Finance and generate an invoice for the fees you owe.
6. Pay the invoice
Once finance has reviewed and generated your invoice, you'll see it in the Invoice column on the Accounts Payable list, and under Finance > Invoices. Invoices are typically synced to QuickBooks and Stripe (or whichever billing tools your marketplace uses), so you may also receive a payment notification through one of those services.
Tips and best practices
Report consistently. If your marketplace uses monthly cadence, plan to enter the previous month's numbers in the first few business days of the new month. Late reporting holds up everyone else's invoicing.
Reconcile against your own records first. The Amount Collected you enter should match what's in your accounting or payments system for that seeker for that period. If something doesn't match, leave a note.
Don't leave deals Unreported by accident. If a seeker truly didn't pay anything that period, mark the deal Reported with an Amount Collected of
0.00rather than leaving it Unreported — this tells finance you've reviewed it.Use Notes for anything unusual. Refunds, chargebacks, partial payments, disputes, and cancellations are common reasons your reported amount might differ from what finance expected.
FAQ
Why don't I see any reporting periods?
The most common reasons are that no deals where you're the solution provider have a Deal Amount Period overlapping the selected month, or those deals haven't been sent to finance yet. Switch the Period dropdown to a different month, or check Finance > Deals to confirm your deals are showing up.
What if I haven't collected anything yet for a deal?
Mark the deal Reported with an Amount Collected of 0.00 and (optionally) leave a note explaining. This signals that you've reviewed the deal — it just had no activity. Leaving a deal Unreported signals "I haven't gotten to this yet."
Can I edit an amount after I've saved it?
Yes — you can edit a deal row at any time before the period is Reviewed by Finance. After finance has reviewed and generated an invoice, contact the marketplace admin if you need to make corrections.
Where do I see my invoices?
Two places: the Invoice column on the Accounts Payable list view (where the linked invoice appears once it's generated), and the full list under Finance > Invoices.
Who can see what I report?
The marketplace's finance and admin users can see your reported amounts as part of their reconciliation. Other solution providers in the marketplace cannot see your numbers.
What's the difference between Accounts Payable and Invoices?
Accounts Payable is where you report what you collected each period — it's the input. Invoices are what the marketplace charges you for the fees those amounts generate — it's the output. Once a period is reviewed, the linked invoice appears in both places.