How do I set an agent's share and billing profile?

Updated 8 Sep 2026

Set the company to Income split. Then open the agent on Team and fill their share and Billing profile.

1. Settings → Account → Business model → Income split. Pick revenue or profit. Confirm.
2. Settings → Team. Open the agent.
3. Set their share percent.
4. Fill Legal name, IBAN, and the other tax fields. Set Agent code (2–6 letters or numbers).
5. Click Save.

Without legal name and IBAN, agent invoices fall back to the company.

The agent can read this profile. They cannot edit it.