> For the complete documentation index, see [llms.txt](https://docs.podigee.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.podigee.com/documentation/grow-and-monetize/monetization/close-a-settlement-period.md).

# Close a Settlement period

Check month-end evidence, resolve every blocker, complete the configured review, and close one Settlement period without losing the audit trail.

Closing a Settlement period locks the month-end evidence for one publisher and delivery month. The Podigee Audio Video Ad Server checks buyer invoices, publisher earnings, payouts, reconciliation cases, adjustments, and the period end before it allows the close.

Closing does not delete records or change delivered evidence. A later correction becomes a new adjustment in a later open period.

![The saved One Podigee finance authority is shown with the active invoice issuer and country rule used by finance workflows.](https://2032417310-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbqUKO6lljHGzkEAzliPI%2Fuploads%2Fgit-blob-7bec62f466c4dcf903dc2350d385dd2e4805b393%2Fdoc-monetization-020-finance-authority-active.jpg?alt=media)

*Confirm the finance authority before you close the period.*

## Before you start

1. Open **Monetization > Evidence & Money > Finance**.
2. Open the Settlement period for the publisher and month.
3. Confirm that the month has ended.
4. Confirm that you have period close permission.

You need finance read permission to inspect the period. You need period close permission to close it. You need approval request permission when your workspace requires an independent review.

## Read the close readiness card

The close page lists the records and blockers that must be complete:

* buyer invoices must be issued;
* publisher statements must be approved or issued;
* every payable statement must have an approved, held, submitted, or paid payout;
* every reconciliation comparison must be resolved; and
* any adjustments that belong to the period must be visible in the evidence.

The page also shows the publisher, month, period state, invoice count, statement count, and reconciliation count. Resolve every warning before you close the period.

## Resolve the blockers

Use the links in the close page to open the affected record.

1. Open each draft buyer invoice.
2. Approve and issue each invoice.
3. Open each publisher statement.
4. Review and approve each proposed payout, or record an explicit payout hold.
5. Open each unresolved reconciliation comparison.
6. Resolve the difference or apply the authorized adjustment.
7. Return to the Settlement period and refresh the page.

The close page recalculates the blockers from the current records. Do not rely on an earlier page state after another operator changes an invoice, payout, or reconciliation case.

## Complete the configured review

The review card shows the review mode for the period.

* **Ready to close** means the workspace does not require a separate reviewer.
* **Confirm your review** means one operator can confirm the month-end review.
* **Independent review required** means another authorized person must approve this exact period.

When an independent review is required:

1. Select **Request review**.
2. Open the review request when it is available.
3. Wait for approval of this exact period and evidence.
4. Return to the Settlement period.

Approval of another month does not satisfy this review.

## Close the period

1. Confirm that the blocker list is empty.
2. If shown, select **I reviewed the invoices, publisher earnings, payouts, and evidence differences**.
3. Select **Close period**.
4. Read the confirmation dialog.
5. Select **Close period** in the dialog.

The close command binds the current period version, reconciliation cases, adjustments, and close evidence digest. If the period changes before the command completes, refresh the page and review the new state.

## After the close

The period shows **Period closed**. The page explains that later corrections must be new adjustments. Keep the period and its review evidence with the related invoices, statements, payouts, and reports.

If a late delivery arrives after the close, use the late-evidence procedure. Do not reopen the closed period.

## Recover safely

| Situation                           | What to do                                                                   |
| ----------------------------------- | ---------------------------------------------------------------------------- |
| The month is still in progress      | Wait until the period end shown by the page.                                 |
| An invoice is not issued            | Open the invoice, complete approval and issuance, then return to the period. |
| A publisher statement is not final  | Review the statement and approve its payout, or record an explicit hold.     |
| A payout is missing or proposed     | Prepare or approve the payout from the linked publisher statement.           |
| A reconciliation comparison is open | Resolve the comparison or apply the authorized adjustment.                   |
| An independent review is required   | Request or open the review for this exact period.                            |
| Close reports a changed version     | Refresh the period and inspect every blocker again.                          |
| A later correction is needed        | Create a new adjustment in an open period. Do not reopen this period.        |

## Expected result

The Settlement period is closed with complete invoice, publisher, payout, reconciliation, adjustment, and review evidence. The month is locked against silent changes, and any later correction can be traced as a new adjustment without changing the original close.


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