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Recording Agent Payouts

3 min read

Published April 12, 2026

Understanding Agent Balance

The agent detail page shows three financial metrics that summarize the agent's commission status.

  • Total Earned, the sum of all commission records across all sales and repairs linked to the agent, including any negative reversals from voided sales or refunds.
  • Total Paid, the sum of all recorded payouts made to the agent.
  • Balance Due, calculated as Total Earned minus Total Paid. A positive balance means the shop owes the agent. A zero balance means the agent is fully settled.

How to Record a Payout

Record a payout whenever you settle part or all of an agent's outstanding balance.

  1. Open the agent's detail page by clicking their row on the Agents list.
  2. Verify the Balance Due is greater than zero.
  3. Click the 'Record Payout' button.
  4. Enter the payout Amount (required). This can be any value up to the current balance.
  5. Select the payment Method: Cash, Card, Bank Transfer, or Online.
  6. Enter a Reference (optional), such as a receipt number, bank transfer reference, or check number.
  7. Add Notes (optional), any additional context about the payment.
  8. Set the Period From and Period To dates (optional), useful for specifying which commission period the payout covers.
  9. Click 'Save' to record the payout.

Note

Each payout is a ledger entry and cannot be edited or deleted after creation. Double-check the amount and method before saving.

Viewing Payout History

All recorded payouts for an agent are listed in the Payouts tab on their detail page. Each entry provides the full details of the payment for easy reconciliation.

  • Payment method, how the agent was paid (Cash, Card, Bank Transfer, or Online).
  • Reference, the transaction reference or receipt number, if provided.
  • Date, when the payout was recorded.
  • Notes, any additional notes attached to the payout.
  • Amount, the payout amount.

Frequently asked questions

The Record Payout button appears on the agent detail page when the agent's balance is greater than zero. The balance is calculated as Total Earned minus Total Paid, if the result is positive, the shop owes the agent and the payout button is available.

No. Each payout is a ledger entry and is immutable once created. This ensures a reliable audit trail of all commission payments. If a payout was recorded in error, you should create a correcting entry or note the discrepancy.

Payouts support Cash, Card, Bank Transfer, and Online as payment methods. Select the method that matches how the agent was actually paid.

Yes. The payout amount is flexible, you can pay any amount up to the agent's current balance. This allows for partial settlements, milestone-based payments, or periodic scheduled payouts.

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