Join the partner program and get paid for referrals

Steps

1. 1

   Step 1: Open All my clients and the Partner tab. Read the terms and press Accept the terms and join.

2. 2

   Step 2: Share your code or your link. A client who uses either gets the discount, and your firm is attached to them.

3. 3

   Step 3: Press Set up payouts to connect the account your payouts go to.

4. 4

   Step 4: Each paid invoice adds a Pending commission. It becomes Payable after 30 days, and payable balances are paid on the 15th.

The terms

• Firms earn 30% of every paid subscription invoice from a client they refer, before tax, for 12 months from the client's first payment ($44.70 a month on Pro).
• Or the firm pays for a client itself at 30% off: Pro at $104.30 a month per client instead of $149.
• Clients who sign up with a firm's code get 20% off for 3 months (on annual billing, 20% off the first year).
• Firms earn 20% of service-desk orders from referred clients for 12 months.
• A commission becomes payable 30 days after the client pays. Payouts run on the 15th of each month once the balance reaches $50.
• Accountant seats are always free, and a partner firm's own books are on Pro free while it has at least one paying client.

Good to know

• A refund takes its share of the commission back.
• Your firm appears in the partners directory once one referred client pays.

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