B4T Manager Documentation

The Agent Payments system provides comprehensive compensation management with automated commission calculations, flexible payment structures, performance-based incentives, and detailed financial tracking to ensure accurate and timely agent compensation.

Commission Management

Commission Structure Configuration

• Tiered Commission Rates: Set up multiple commission tiers based on performance
• Product-Based Commissions: Different rates for different products or services
• Territory-Based Rates: Geographic-specific commission structures
• Time-Based Variations: Seasonal or promotional commission adjustments
• Team vs Individual: Configure team-based and individual commission models
• Override Commissions: Manager override capabilities for special cases

Automated Commission Calculation

• Real-time Calculation: Instant commission updates upon deal closure
• Multi-factor Calculations: Consider deal size, margin, complexity
• Split Commissions: Automatic splitting for team deals
• Clawback Management: Handle commission reversals for cancelled deals
• Adjustment Processing: Manual adjustments with approval workflows
• Currency Conversion: Multi-currency commission calculations

Payment Processing & Scheduling

Payment Cycles & Schedules

• Flexible Payment Frequencies: Weekly, bi-weekly, monthly, quarterly cycles
• Custom Payment Dates: Set specific payment dates for different agent groups
• Advance Payment Options: Early payment requests and approvals
• Hold Period Management: Configurable hold periods for new commissions
• Batch Processing: Efficient bulk payment processing
• Payment Calendar: Visual calendar of upcoming payment dates

Payment Methods & Integration

• Direct Deposit: ACH and wire transfer capabilities
• Check Processing: Physical check generation and tracking
• Digital Wallets: PayPal, Venmo, and other digital payment options
• International Payments: Cross-border payment processing
• Payment Gateway Integration: Stripe, Square, and other gateway support
• Cryptocurrency Options: Bitcoin and other crypto payment methods

Performance-Based Incentives

Bonus Structure Management

• Performance Bonuses: Achievement-based bonus calculations
• Milestone Rewards: Bonuses for reaching specific targets
• Contest & Competitions: Gamified incentive programs
• Retention Bonuses: Long-term employment incentives
• Referral Bonuses: Rewards for successful agent referrals
• Quality Bonuses: Incentives for high customer satisfaction scores

Incentive Tracking & Analytics

• Goal Progress Tracking: Real-time progress toward incentive targets
• Leaderboards: Competitive rankings and performance displays
• Incentive ROI Analysis: Measure effectiveness of incentive programs
• Behavioral Analytics: Track how incentives influence agent behavior
• Predictive Modeling: Forecast incentive costs and effectiveness

Financial Tracking & Reporting

Comprehensive Payment History

• Transaction Records: Complete history of all payments and adjustments
• Payment Status Tracking: Pending, processed, failed, cancelled statuses
• Audit Trail: Detailed logs of all payment-related activities
• Dispute Management: Track and resolve payment disputes
• Reconciliation Tools: Match payments with commission calculations
• Year-end Summaries: Annual payment summaries for tax purposes

Advanced Reporting & Analytics

• Commission Reports: Detailed commission breakdowns by agent, period, product
• Payment Trend Analysis: Historical payment patterns and trends
• Cost Analysis: Total compensation costs and budget tracking
• Performance Correlation: Link payment data with performance metrics
• Forecasting Reports: Predict future payment obligations
• Compliance Reports: Ensure adherence to payment regulations

Tax Management & Compliance

Tax Documentation

• 1099 Generation: Automatic 1099 form generation for contractors
• W-2 Processing: Employee tax document preparation
• Tax Withholding: Automatic tax withholding calculations
• International Tax: Handle tax requirements for global agents
• State Tax Compliance: Multi-state tax requirement management
• Tax Reporting: Generate tax reports for accounting and compliance

Regulatory Compliance

• Labor Law Compliance: Ensure payments meet labor regulations
• Minimum Wage Tracking: Monitor compliance with minimum wage laws
• Overtime Calculations: Automatic overtime payment calculations
• Benefits Integration: Coordinate with benefits and payroll systems
• Audit Preparation: Maintain records for regulatory audits

Agent Self-Service Portal

Payment Dashboard

• Earnings Overview: Real-time view of current and projected earnings
• Commission Breakdown: Detailed breakdown of commission sources
• Payment History: Access to complete payment history
• Tax Documents: Download tax forms and payment summaries
• Goal Tracking: Monitor progress toward commission goals
• Payment Preferences: Manage payment methods and schedules

Communication & Notifications

• Payment Notifications: Automatic alerts for payment processing
• Commission Updates: Real-time notifications of commission changes
• Goal Alerts: Notifications when approaching incentive targets
• Dispute Resolution: Submit and track payment disputes
• Document Delivery: Secure delivery of payment-related documents

Integration & Automation

System Integration

• CRM Integration: Sync with sales data from CRM systems
• Accounting Software: Integration with QuickBooks, Xero, SAP
• HRIS Integration: Connect with human resources information systems
• Banking APIs: Direct integration with banking systems
• Payroll Systems: Coordinate with existing payroll infrastructure

Workflow Automation

• Automated Calculations: Eliminate manual commission calculations
• Approval Workflows: Automated approval processes for payments
• Exception Handling: Automatic flagging of payment anomalies
• Scheduled Processing: Automated payment processing on schedules
• Notification Automation: Automatic stakeholder notifications

Note: This feature requires 'Manage Payments' permission for full functionality.

Manage system users, their access levels, and account settings.

User Administration

• User Accounts: Create, edit, and deactivate user accounts
• Profile Management: Manage user profiles and contact information
• Access Control: Assign roles and permissions to users
• Activity Monitoring: Track user login and activity logs

User Types

• Administrators: Full system access and management capabilities
• Managers: Department-level access and user management
• Agents: Lead handling and customer interaction access
• Viewers: Read-only access to specific data

Note: This feature requires 'Manage Users' permission.

Specialized management for sales agents and their performance tracking.

Agent Profiles

• Agent Information: Maintain detailed agent profiles
• Skills & Expertise: Track agent specializations and capabilities
• Performance Metrics: Monitor conversion rates and success metrics
• Availability: Manage agent schedules and availability

Performance Tracking

• Lead conversion rates
• Response times
• Customer satisfaction scores
• Revenue generation

Agent Tools

Agents have access to specialized views and tools for managing their assigned leads efficiently.

Note: This feature requires 'Manage Users' permission.

Configure user roles and manage system permissions for secure access control.

Available Permissions

• Manage Leads: Create, edit, and delete lead records
• Manage Scraper: Access to data scraping tools and validation
• Distribute Leads: Ability to distribute leads to agents
• Manage Payments: Access to payment management and tracking
• Manage Users: User and agent account management
• Manage Roles: Role and permission configuration

Role Management

• Create custom roles with specific permission sets
• Assign roles to users and agents
• Modify existing role permissions
• Monitor role usage and access patterns

Security Best Practices

• Follow principle of least privilege
• Regularly review and audit permissions
• Use role-based access control consistently
• Document permission changes

Note: This feature requires 'Manage Roles' permission.

Configure your personal account settings and system preferences.

Profile Settings

• Personal Information: Update your name, email, and contact details
• Profile Picture: Upload and manage your profile image
• Contact Preferences: Set communication preferences
• Timezone: Configure your local timezone settings

Security Settings

• Password Management: Change your account password
• Two-Factor Authentication: Enable additional security measures
• Session Management: Monitor active sessions
• Login History: Review recent login activity

Appearance Settings

• Theme Selection: Choose between light and dark themes
• Language Preferences: Set your preferred language
• Dashboard Layout: Customize dashboard appearance
• Notification Settings: Configure alert preferences

Common Issues

Dashboard Loading Issues

Problem: Dashboard sections showing "Loading..." indefinitely.

Solution:

• Check browser console for JavaScript errors
• Verify Livewire is properly configured
• Clear browser cache and reload
• Check Laravel logs for backend errors

Chart Not Displaying

Problem: Scraping activity chart not rendering.

Solution:

• Ensure Chart.js is loaded before initialization
• Check for JavaScript console errors
• Verify chart data is being loaded correctly
• Clear application cache: php artisan cache:clear

Permission Denied Errors

Problem: Users cannot access certain features.

Solution:

• Verify user roles and permissions
• Check middleware configuration
• Ensure proper role assignment
• Review permission policies

Database Connection Issues

Problem: Application cannot connect to database.

Solution:

• Verify database credentials in .env
• Check database server status
• Test connection: php artisan tinker → DB::connection()->getPdo()
• Review database configuration

Performance Issues

Slow Page Loading

• Enable application caching: php artisan config:cache
• Optimize database queries
• Use eager loading for relationships
• Enable OPcache in production

Memory Limit Errors

• Increase PHP memory limit in php.ini
• Optimize large data processing
• Use chunking for bulk operations
• Implement pagination for large datasets

Development Issues

Asset Compilation Errors

• Clear Node.js cache: npm cache clean --force
• Delete node_modules and reinstall: rm -rf node_modules && npm install
• Check Node.js version compatibility
• Review Vite configuration

Livewire Component Issues

• Clear Livewire temporary files: php artisan livewire:clear
• Check component naming conventions
• Verify component registration
• Review Livewire documentation for updates

Getting Help

If you encounter issues not covered here:

• Check the Laravel logs: storage/logs/laravel.log
• Enable debug mode temporarily: APP_DEBUG=true
• Review browser console for JavaScript errors
• Search existing GitHub issues
• Create a new issue with detailed error information