Overrides

An override pays a manager (or senior rep) a percentage of another rep's commission. If a rep earns $100 and their manager has a 10% override, the manager earns $10. The override is a cut of the rep's pay, not of the merchant's revenue — it comes out after commission in the waterfall.

Splitting an account is not an override. If two people each own part of a deal, give them a Share % on the account instead — see Shared accounts. Use an override only when someone earns a cut of another person's commission.

Set up an override

1. Open Agents → the manager's agent page.
2. In the Overrides card, click Add Override.
3. Choose:
   • Managed agent — the rep whose commission the override is based on.
   • Vendor / Income type — which stream the override applies to.
   • Override % — the percentage of the rep's commission.
   • Base — usually the rep's commission (the default override base).
   • Effective date — when it starts (see effective dates).
4. Save. Add a row per rep the manager overrides.

On the rep's own page, a Managed by section shows which managers hold active overrides on them.

How overrides show up

• The manager's override earnings appear under the Override payout type — separate from any commission they earn on their own merchants.
• If a manager overrides two co-owners of the same shared account, their earnings on it are combined into a single line (summed amount, blended %) rather than appearing twice.
• On the Agents list, an Override chip shows how many reps a manager overrides.
• In reports, overrides are their own line (see Verifying your numbers).

Important: overrides and the "profit double-count" in raw sums

Because an override is stored against the same merchant's numbers as the rep's commission, naïvely adding up "total profit" across agents will double-count any merchant that has an override. This does not affect anyone's pay or the House math — SplitRun's reports handle it correctly (the House and Revenue Breakdown reports derive profit from a deduped source). Just don't try to reconcile org-wide profit by summing per-agent profit columns; use the House Margin or Revenue Breakdown reports instead. See Verifying your numbers.

Common setup

A typical pattern from real accounts: a rep earns, say, 70% commission on their own merchants, and their manager earns a 10% override on a few named reps. Both are configured independently and both show correctly in the Payroll Summary.