Linbis Help Center
Accounting

Agent detail

The agent detail page — the agent's profile, its commission Rates, Tiers, and Settlements tabs, and the Edit, Deactivate, and New Settlement actions.

Verified: Jul 21, 2026 1 min read Accounting

Opening an agent from the Agent Directory (via its Code) lands on the agent's detail page — its profile on the left and its commission structure and settlement history on the right.

Agent Details

The Agent Details tile holds the profile: Type, Country, City, Currency, Credit Limit, Payment Terms, Address, Contact, and Bank Details (with SWIFT and IBAN). A pill shows whether the agent is Active or Inactive.

Commission & Settlements

The Commission & Settlements tile has three tabs:

  • Rates — commission rates by Charge Code, Mode, Type, Rate, and Effective date.
  • Tiers — volume-based commission tiers with Tier Name, Volume Range, Rate, and Effective date.
  • Settlements — this agent's settlement history: Settlement #, Period, Net Amount, and Status.

When a tab is empty it shows a prompt with an Add Rate, Add Tier, or Create Settlement button. (The Add Rate and Add Tier buttons are placeholders that are not yet wired.)

Actions

  • Edit — opens the agent form.
  • Deactivate — marks an active agent inactive (agents are deactivated, not deleted); it applies immediately.
  • New Settlement — opens Settlements pre-filtered to this agent to generate a new settlement statement.
Last verified — copy: Jul 21, 2026