If a sale isn't on My Earnings > Commission, first widen the Date Range (it starts at the last 12 months) and clear the search and filters. If it's still missing, the sale may not have reached Sequifi yet, or it isn't linked to you. Your company admin can check and fix it. The same goes for a duplicated sale: tell your admin, because workers can't delete sales.
Who can do this: Workers can check their own sales. Admins with sales access fix sale data, and some fixes need a super admin. Mortgage companies see Loan instead of Sale.
Check your view first
Open My Earnings and select Commission.
Set Date Range to Custom and cover the sale date. The default only shows the last 12 months.
Check Select Sales Type. If it's set to a milestone date or Cancel Date, the range uses that date instead of the sale date.
Clear the search box and remove every Filter, including Status.
If you expected an override rather than a commission, look on My Earnings > Override.
Why a sale can be missing
Cause | What happens and who fixes it |
It hasn't come in yet | Sales reach Sequifi from your company's sales system, an import, an integration or the Sales Form. Ask your admin when sales were last brought in. |
It came in with a different email for you | Imported sales are matched to reps by email. If the email on the sale isn't one of yours, the sale waits unassigned. A super admin adds that email to your profile with Add Work Email (in Personal Info). Sequifi then links the waiting sales to you and recalculates them. |
You're not a closer or setter on it | The Commission page lists only sales where you're one of the closers or setters. Ask your admin to add you to the sale. |
It's waiting because payroll is being finalized | While a payroll is being finalized, updates to sales in that payroll are held. Admins see a banner on Reports > Sales and can open Held sale updates to retry or cancel them. |
If a sale is duplicated
Send your admin both IDs and the customer name.
Admins with delete access can delete the extra sale from its full sale page. A sale can't be deleted once any payment on it has been made ("Unable to Delete Job!"). Then your admin should contact Sequifi Support.
The Sales Form refuses an ID that already exists ("A sale with this ID already exists"), so it can't create a duplicate of the same ID.
What to send your admin
The sale or customer ID and the customer's name.
The sale date and your role on the sale (for example closer or setter).
What's wrong: missing, duplicated, wrong status or wrong amount.
If an import or integration caused the problem, your admin can contact Sequifi Support with the same details. Your company decides your pay and commission terms; ask your admin about those decisions.
On the mobile app
The app shows only your own sales. If a sale is missing, set the filter to All and All Time and clear the search. If it's still missing, check the website as described above. See Mobile: sales, commissions and overrides.
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Still stuck? Getting help from Sequifi Support.