A manual override pays someone an override on one specific sale, outside their normal override setup. Only Company Admins (super admins) can add one: open the sale from Reports > Sales, select the pencil (edit) icon, and select Add in the Account Overrides card. Mortgage companies see Loan instead of Sale.
Who can do this: Company Admins (super admins) only. They also need Reports > Sales > Edit to open the edit page. Other admins don't see the Add button. If you need a manual override and you aren't a Company Admin, ask one at your company. Not available to companies on the SequiPay product.
Add a manual override
In the Admin view, open Reports > Sales and open the sale.
Select the pencil (edit) icon. The Add button appears only on the edit page, not on the read-only sale page.
In the Account Overrides card, select Add. The Add Override window opens.
Choose the Recipient.
Choose the Type: Per Sale, Percent, or a per-unit type such as Per kW (the unit depends on your company; mortgage companies have no per-unit type). Your company's custom sales fields may also appear. A percent can't be more than 100.
Enter the Amount and a Comment explaining why the override is being applied.
Select Save, then save the sale with Save Sale.
Remove or stop an override
The Account Overrides table shows each override's Recipient, Amount and Reason.
Remove override for this sale removes it from this sale only.
Stop this override on all sales of this product stops it on every sale of that product from an Effective Date you choose.
On a sale that crosses offices, the card says "Cross-office sale · office overrides cut in half", and affected rows are tagged Halved.
How manual overrides are paid
A manual override is paid like any other override: at the point where your company settles overrides. The recipient sees it on My Earnings > Override with the type Manual. If the sale is eligible for a cancellation clawback under the product rules, paid overrides are clawed back, including manual overrides. See How clawbacks work.
On the mobile app
You can't add manual overrides in the mobile app. Use a web browser.
Common questions
I'm an admin but I don't see Add
Only Company Admins see it, and only on the edit page (pencil icon). Ask a Company Admin at your company.
Can I set up an override for all of a worker's sales?
Not here. A manual override is for one sale. Ongoing overrides are part of the worker's employment package. See Update a worker's employment package.
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