Payments & Commission

Enrollment History

What it's for

The real ledger of every enrollment you've processed — this is where "Enrolled Services History" on the enroll screen should send you, since that widget isn't wired up yet.

Steps

Filter by client name, service, or payment status, click Export for a CSV, or Receipt on a row to view/print it.

Technical Notes

GET /api/agent/enrollments.

Reports

What it's for

Your performance over time — onboarded users and completed cases, broken down by month.

Technical Notes

GET /api/agent/reports — conversion rate is computed client-side from the returned monthly counts.

Payment History & Commissions

What it's for

Every payment from a client you enrolled, plus what you earned on it at your commission rate.

Steps

Use the Status filter or search box, Export CSV, or click Receipt on a row.

Technical Notes

GET /api/payment/history, GET /api/payment/analytics, GET /api/payment/export — shared payment endpoints, scoped server-side to your enrollments. Commission is calculated client-side from your User.commissionRate field (set by Admin under Agent Management) applied to each payment amount — it is not stored per-payment.