Linking Agents to Sales, Repairs & Invoices

5 min readPublished April 12, 2026Updated July 2, 2026

Linking an Agent to a Sale

Assign a commission agent during sale creation to track their commission on the transaction. The agent search is available in both the POS terminal and the New Sale form.

  1. 1Create a new sale from the POS terminal or the Sales > New Sale page.
  2. 2Locate the Agent section below the cart totals.
  3. 3Start typing the agent's name in the search field (minimum 2 characters). Results display the agent's name, nickname, company, and current default rate.
  4. 4Select the agent from the search results.
  5. 5The agent's default commission rate and type are displayed automatically.
  6. 6To override the default, use the type dropdown to change to Percentage, Fixed Amount, Per Product, or Per Service, and enter a custom rate. Overrides appear highlighted in amber.
  7. 7Complete the sale as normal. The commission record is created automatically.
Note

The API sends the agentId along with optional agentCommissionRate and agentCommissionType fields. If overrides are not provided, the agent's default rate and type are used.

Linking an Agent to a Repair

Assign a commission agent when creating a repair to track referral commissions on repair jobs.

  1. 1Create a new repair from the Repairs page.
  2. 2Set the repair price — this is required for commission calculation.
  3. 3Locate the Agent section in the repair form.
  4. 4Search for the agent by name and select them from the results.
  5. 5The agent's default commission rate and type are pre-filled.
  6. 6Optionally override the rate or type for this specific repair.
  7. 7Save the repair. The commission record is created automatically if the price is greater than zero.
Warning

If the repair price is zero or empty, no commission record is created even if an agent is assigned. Make sure to set the repair price before saving if you want commission to apply.

Linking an Agent to a Quotation or Invoice

You can assign a commission agent when creating a quotation or invoice, the same way you do on sales and repairs.

  1. 1Go to Invoicing > New Document and choose Quotation or Invoice.
  2. 2Scroll to the Commission Agent section (below Notes & Terms).
  3. 3Search for the agent by name and select them from the results.
  4. 4The agent's default rate and type are used; optionally override them for this document. Overrides appear highlighted in amber.
  5. 5Save the document. If you assigned the agent on a quotation, it carries over automatically when the quotation is converted to an invoice.
Note

Commission on a standalone invoice is recorded when the invoice is fully paid — not at creation. Invoices created from a repair or sale keep the commission on that source repair or sale and are never double-counted.

How Commission Records Are Generated

When a sale or repair is saved — or a standalone invoice is fully paid — with an agent assigned, Fixmo automatically creates a commission record linked to that transaction.

  • Sale commission is triggered automatically on sale creation with an assigned agent.
  • Repair commission is triggered on save when the repair has both an assigned agent and a non-zero price.
  • Invoice commission is triggered when a standalone invoice with an assigned agent is fully paid, calculated on the invoice total and linked through the sale the paid invoice generates.
  • Each commission record stores: the agent ID, the sale or repair ID, the commission rate used, the commission type used, and the calculated commission amount.
  • The commission record is created with PENDING status.
  • If a sale is later voided, a negative commission record is created to reverse the original amount.
  • If a sale is partially refunded, the commission is proportionally reversed.

Frequently Asked Questions

How do I assign an agent to a sale?+
When creating a new sale (from POS or the New Sale page), find the Agent section below the totals. Search for the agent by name (2+ characters), select them from the results, and their default commission rate and type are applied automatically. You can optionally override the rate or type before completing the sale.
Can I override the commission rate on a specific sale?+
Yes. After selecting an agent, you can change the commission type using the dropdown (Percentage, Fixed Amount, Per Product, Per Service) and enter a custom rate. Overrides are shown in amber to indicate they differ from the agent's default settings.
Does a repair need a price for commission to apply?+
Yes. Repair commission requires the repair price to be set and greater than zero. If the price is empty or zero, no commission record is created for the agent even if one is assigned.
When is the commission record created?+
The commission record is created automatically when the sale or repair is saved with an agent assigned. The record captures the agent ID, commission rate, commission type, and calculated amount. It is created with a PENDING status.
Can I assign a commission agent to a quotation or invoice?+
Yes. The New Document page (for both quotations and invoices) has a Commission Agent section. Search for the agent, select them, and optionally override the rate or type — exactly like on a sale or repair. Assign an agent on a quotation and it carries over automatically when you convert it to an invoice.
When is commission recorded for an invoice?+
Commission on a standalone invoice is recorded when the invoice is fully paid — not when it is created — so commission always ties to money actually collected. It then flows into the agent's earned balance and reverses automatically if the invoice is later voided or the payment is undone. Invoices generated from a repair or a sale don't create a second commission; the commission comes from the source repair or sale.

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