Agent Detail Page & Commission Tracking

Agent Detail Page Layout

The agent detail page provides a comprehensive view of an individual agent's profile, financial summary, and transaction history. The page is split into a main content area and a stats sidebar.

• Header — the agent's full name, contact information (phone, email, company), and action buttons (Edit, Record Payout, Deactivate).
• Stats sidebar — a summary panel showing Total Earned, Total Paid, Balance Due, total commission count, and total payout count.
• Main content area — two tabs for Commissions and Payouts, providing detailed transaction-level history.

Commissions Tab

The Commissions tab displays every commission record for the agent, organized into monthly accordion groups for easy browsing and period-based review.

• Commission records are grouped by month in collapsible accordion sections (e.g., 'April 2026', 'March 2026').
• Each month group is lazy-loaded — commission entries for a month are fetched only when you expand that accordion section.
• Each commission entry shows: the sale or repair code, the transaction date, the commission rate applied, the commission type used, and the calculated commission amount.
• Click a sale or repair code to navigate to the full transaction detail page.
• Positive entries represent earned commissions from sales and repairs.
• Negative entries represent reversals from voided sales or refunds.

Payouts Tab

The Payouts tab shows a flat list of all recorded payouts for the agent, providing a complete payment history.

• Each payout entry shows: the payment method (Cash, Card, Bank Transfer, or Online), reference number, date, notes, and amount.
• Payouts are listed in reverse chronological order — most recent first.
• Each payout is immutable and serves as a permanent ledger entry.
• The sum of all payouts matches the Total Paid figure in the stats sidebar.

Negative Commissions & Reversals

When a sale linked to an agent is voided, Fixmo automatically creates a negative commission record to reverse the original commission amount. This ensures the agent's total earned balance accurately reflects only valid, active transactions.

• Voiding a sale creates a negative commission entry equal to the original commission amount.
• Partial refunds create a proportional negative commission entry based on the refunded amount.
• Negative entries appear in the Commissions tab alongside positive entries, clearly marked with a negative amount.
• The Total Earned in the stats sidebar reflects the net sum including both positive and negative entries.

Using Monthly Groups for Reporting

The monthly accordion structure on the Commissions tab enables straightforward period-based reporting and reconciliation. Expand any month to review all commissions earned during that period, then record a payout with matching Period From and Period To dates to maintain clear records of which commissions each payout covers. This approach simplifies end-of-month settlements and helps resolve any discrepancies between earned and paid amounts.