My Subscribers Page - For Creators / Creator +

The following topics are discussed in this video. Also, please refer the time stamp in the video description to go to the relevant section of the video:

  1. Overview of My Subscribers Page
  2. Description of Summary Bar: P&L Generated, Total Subscription Amount, P&L Fees Invoiced, P&L Pending Fees, Unique Active Subscribers, Live Deployments
  3. View PNL made by each client on the strategy with Client Name, Strategy name, Deployment Type, High Water Mark, PNL
  4. Filter By Strategy: Check PNL generated in Each Strategy
  5. Using Search bar to search a Strategy
  6. How to Invoice: Filter Invoiceable, Select Client, Click on Invoice and Submit
  7. Generate Invoice Box: Name of client, Strategy, PNL, High Water Mark, Invoiceable PNL, Amount, Discount.
  8. Note: Here you can give Discount in amount value.
  9. Two Types of Invoices: 1. TT Invoice, 2. Offline Invoice
  10. Offline Invoice: We can handle the payments outside of Tradetron.
  11. How to make Offline Invoice Template: Profile, then Invoice Template, Your company Name and Details at the bottom of the invoice. Save and download Sample Invoice
  12. How Offline Invoice will look to the User. “From” details are at the bottom of the Invoice
  13. How to generate Offline Invoice to the client
  14. Invoices Section: To check the status of Invoices. Tradetron Sharing Fee payment, How to mark Invoice as Paid
  15. How to Unsubscribe all the Users of the strategy. Note: If there is an open position in a clients account, the client cannot be unsubscribed. Same goes for Blocking
  16. How to Invoice all subscribers of one particular strategy
  17. How to Delete an Invoice. Note: We can only delete invoices that are currently pending
  18. How to generate regular Online TT Invoice and Delete the Invoice.
  19. Can the invoice be changed? No we can’t change the created Invoice. However, we can delete the invoice and create a new one, but it will take the new latest PNL into account
  20. Sorting / Filtering the Invoice section, Search by Client Name, Strategy etc, filter by number of entries
  21. Check multiple deployments by one particular user.

Question: Can I generate invoice for “Live Offline” Deployments?

Answer: No. Because its as good as Paper Trading and no actual Profit and Loss is generated in the users account in Live Offline mode.