Assign a delegate
A delegate is a sales agent — a roving rep, a floor commission seller, a part-timer paid on what they move. Fexl Lite tracks who closed each sale, accrues their commission as a liability on the books, and lets you settle it from one screen at the end of the period. The bookkeeping is the same model as a payroll accrual: earn now, pay later.
Set up the delegate first
Before you can assign a delegate at checkout, the feature has to be on and the person has to exist:
- Enable delegates — Settings → Sales → Delegates → Enable. Optionally toggle “Show on invoice” so the delegate’s name prints on the receipt.
- Create the delegate — Delegates → New. Required: name + commission rate (%). Optional: phone, email. The rate is per-delegate, not per-product.
Assign at checkout
Open Checkout on a built cart
Same as any sale. The delegate field appears between the customer chip and the payment-method selector.
Pick a delegate from the dropdown
The list shows active delegates only. The currently-selected delegate is sticky for the next sale on the same till — handy for a single rep working a shift, so they don’t have to re-select for every customer.
Complete Sale
The invoice posts with delegate_id set and delegate_commission calculated as total × rate. That commission amount is locked on the invoice — even if you change the delegate’s rate later, this invoice keeps the rate in effect when it was rung.
What posts on a delegate sale
On top of the regular revenue / VAT / COGS legs, the invoice JE accrues the commission:
- DR 5040 Sales Commissions — the commission expense for this sale.
- CR 2030 Commission Payable — the liability owed to the delegate.
Nothing leaves cash yet. The cash account is untouched until you actually pay the delegate.
Settling commission
When it’s pay day, open Delegates → [name] → Pay commission. The dialog lists every invoice in the period with its commission line item, totals them up, and lets you record the payment. On confirm:
- DR 2030 Commission Payable — clears the accrued liability.
- CR 1010- (cash sub-account)* — cash leaves the active drawer.
The settled invoices are stamped commission_paid_at so they don’t show up on the next pay run. If you only paid part, the unpaid invoices stay open.
Reports & visibility
- Dashboard → Delegate performance — ranked table of delegates by revenue, invoice count, and accrued commission for the selected date range.
- Reports → Custom Reports — group sales by delegate to spot trends across products / categories.
- Invoice list — a delegate filter lets you scope to a single rep’s sales fast.