FixedFixed: an invoice would not take payment again after a payment was deleted

Linking Agents to Sales, Repairs & Invoices

5 min read

Published April 12, 2026

Updated 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. Create a new sale from the POS terminal or the Sales > New Sale page.
  2. Locate the Agent section below the cart totals.
  3. Start 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. Select the agent from the search results.
  5. The agent's default commission rate and type are displayed automatically.
  6. To 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. Complete 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. Create a new repair from the Repairs page.
  2. Set the repair price, this is required for commission calculation.
  3. Locate the Agent section in the repair form.
  4. Search for the agent by name and select them from the results.
  5. The agent's default commission rate and type are pre-filled.
  6. Optionally override the rate or type for this specific repair.
  7. Save 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. Go to Invoicing > New Document and choose Quotation or Invoice.
  2. Scroll to the Commission Agent section (below Notes & Terms).
  3. Search for the agent by name and select them from the results.
  4. The agent's default rate and type are used; optionally override them for this document. Overrides appear highlighted in amber.
  5. Save 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

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.

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.

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.

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.

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.

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.

Related articles