Referrals
Partners, reward programs, agreements, and the accruals that follow a paid invoice.
Frequently asked questions
When does a referral partner earn money?
When an invoice from a company they referred is paid. The chain is partner, agreement, attributed deal, paid invoice. A missing link anywhere means no accrual.
What reward models are available?
Percent of revenue, a fixed amount per invoice, or a fixed amount per deal. A percentage applies to the subtotal excluding tax or the total amount, and programs can carry a duration and a lifetime cap.
Can a partner see their own numbers?
Not yet. Partner statements are not in the app.
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