Referral program
Referral program
Your customers and partners share a link and earn a commission on the customers they bring you. Use this page to set the program terms, add partners, see what they have earned and record what you paid them.
Add a partner
New partner opens a form for the name, email, link code and commission. Leave the link code empty to create one automatically. A partner that is not active shows as Waiting or off.
Program terms
Open or close the program, set the default commission as a percent of the net amount, the days before a commission can be paid and how many months of invoices earn commission. You can also approve customers who join automatically. Click Save to apply the terms.
Partners
Each row shows a partner's commission, visits, customers brought in, balance and payable amount per currency. Click the link code to copy the partner's referral link.
Ledger, payouts and corrections
Ledger opens the partner's history below the list. Record payout notes a payment you already made outside this system; no money moves from here. Correction adds or removes a signed amount. Both ask for a reason that is kept in the audit log. The pencil edits the partner.
Partner ledger
Every commission, amount taken back, payout and correction of the selected partner, with the invoice, the reason and the date from which it can be paid.