Source: https://www.brixit.io/docs/crm-transactions

# Record transactions and commissions in Brixit CRM

Use **Sales → Contacts** and **Sales → Inquiries** while working an opportunity.
When you need to record the sale or rental, open **Finance → Transactions**.
Transactions bring together the property, client, transaction amount and commission allocation.

**Before you start:** you need transaction access, the agreed property and client details,
and the correct amounts and commission allocation. Add the [listing](https://www.brixit.io/docs/crm-listings)
and [contact](https://www.brixit.io/docs/crm-contacts) first when using internal CRM records.

## 1. Choose the transaction and parties

1. Open **Finance → Transactions** and select **Create**.
2. Choose **Transaction Type**. For a sale, select **Sale**; use the rental option for a tenancy.
3. Select the linked **Inquiry** if this transaction came from one.
4. Choose **Transaction Source** and **Company Role** to reflect how your brokerage
   participates in the deal.
5. For **Internal Transaction**, select the property in **Select Internal Listing**
   and the contact in **Select Client**. Other source choices show the corresponding
   external-party or property fields; complete the fields for the chosen source.

[![Create Transaction form showing transaction type, inquiry, source, company role, listing, client and amount](https://www.brixit.io/images/docs/modules/sales-create.jpg)](https://www.brixit.io/images/docs/modules/sales-create.jpg)

*The internal sale workflow. The default rate shown in the form is an example, not a recommended commission.*

## 2. Enter the amounts and date

Enter **Transaction Amount** and **Transaction Date**. Review **Commission Rate (%)**
and **Commission Amount**, and replace defaults with the agreed figures. Check the
currency used by your workspace before saving.

If you choose a rental transaction, complete the additional rental and payment-plan
fields that appear. Review dates and amounts before continuing.

## 3. Allocate commission

Scroll down to **Commission Splits**:

1. Review the rows generated for the selected company role.
2. For each internal recipient, select the employee and their **Role**.
3. For an external recipient, switch that row to **External** and complete its details.
4. Enter the **Percentage** and review the calculated **Commission Amount**.
5. Use **Add** for another recipient or the row's remove button for an unnecessary row.
6. Resolve the allocation messages. The split amounts must match the commission total,
   and the combined percentage cannot exceed 100%.

[![Commission Splits section with recipient, role, percentage, amount and internal or external controls](https://www.brixit.io/images/docs/modules/sales-commission-splits.jpg)](https://www.brixit.io/images/docs/modules/sales-commission-splits.jpg)

*This unsaved example still needs recipients. The messages explain which rows to complete.*

## 4. Create and check the transaction

Select **Create**, resolve any validation messages and wait for the save to succeed.
Open the transaction from the table and review its reference, status, property, client
and commission breakdown. Check any approval status your company requires before
treating the workflow as complete.

Use the transaction's notes and [Documents](https://www.brixit.io/docs/crm-documents) areas, where available
to your role, to keep supporting information with the record. Update the transaction through its available
actions as the deal progresses; creating a record does not mean a deal is closed or paid.

## Review and record commission payments

1. Open the transaction and its **Commission** tab.
2. Check the recipient, allocated amount, paid amount and remaining balance.
3. When a payment has actually occurred and **Record Payment** is available, open it.
4. Enter the payment amount, date, method and relevant reference or notes, then save.
5. Review the updated balance and payment history.

Recording a payment updates the CRM record; it does not transfer money. Some transaction
states lock payment actions. Follow the status or approval message before continuing.

## Understand the overview

The Transactions page shows **Closed transactions**, **Total transaction value**,
**Commission generated** and **Commission paid**. Generated commission and paid commission
represent different stages. Review the underlying transactions when comparing them.

## If something does not work

| What you see | What to check |
| --- | --- |
| Listing or client is missing | Check source selection, record visibility and whether the record exists. |
| A split requires a recipient | Select an internal employee or complete the external recipient fields. |
| Allocation does not balance | Review all split percentages and amounts against the commission total. |
| Payment or editing action is unavailable | Check transaction state, approval requirements and your permission. |

Related: [Inquiries](https://www.brixit.io/docs/crm-inquiries) · [Expenses](https://www.brixit.io/docs/crm-expenses) ·
[All CRM guides](https://www.brixit.io/docs/crm-overview).