To generate an agent’s invoice, first you need to mark the appropriate personality as an agent personality. To do this, go to “Manage Personalities” on the dashboard.

Find the agent’s personality. Check the blue box next to “I’m an Agent”. Click the orange save button and a blue “agent” label will appear next to the agent’s personality name.

Then, when you’re working in a job estimate OR invoice in a different personality from the agent’s and you want to create an agent invoice, choose “Create Agent Invoice” from the hamburger menu and enter the percent.

A pop-up window will appear to allow you to enter an agent's rate. For example, now 20% of the fees from the Estimate will be transferred to the agent's personality as job commission and the invoice will appear in the agent's job list. The system will generate a job description outlining the specific job and the commissionable fees (from the estimate).

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