Finance > Agent Transactions
The Agent Transaction screen allows you to manage and track all financial activities related to agents. From this screen, you can access key information such as invoices, payments, and detailed transaction records. The system presents a clear, structured view of all invoices generated for agents, making it easier to monitor and manage agent-related finances.
You will also have the ability to track the status of payments, ensuring transparency and efficiency throughout the payment process. The Agent Transaction screen provides real-time updates on payment statuses, allowing you to stay informed about outstanding payments and easily identify completed transactions.
Users can access the agent transaction screen through two methods:
Marketing > Agent Dashboard > Financials Tile > More
Finance > Agent Transactions
This tile will show you the basic details of the Agent and most of the icons in this tile are read-only. Please note – This screen will only allow you to edit the Agent or create a bonus invoice for the Agent.
You can select the various parameters as per your need from the Agent Financial Transactions tile and select the Apply button to show details as per the parameters you have selected.
The Agent Invoice Listing Grid will show you all the Agent invoices along with the total amount that is yet to be paid to the agent on the top right corner of the tile. Download the CSV report 
of the agent invoices and assign the agent invoices from the burger menu 
The Agent Payment Listing Grid will show you all the Agent Payments along with the total amount that is paid to the agent on the top-right corner of the tile.
Note: The Assign Agent Invoice Number screen is optional. Use this screen if your agents send invoices specifying the students they expect commission for. You can enter the agent’s invoice number and link it to the relevant commission invoices in the system.
When you click Assign Agent Invoice Number, a popup will appear with two fields:
Agent Invoice Number is mandatory
Invoice Date is optional