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    • Platform Overview
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    • 💡Overview
    • ✨Key Features
    • ⚙️The Enterprise Contract Billing Process
      • Set Up Enterprise Contracts
      • Automate Invoicing
      • Track Billing Data
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    • 💡Overview
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    • ⚙️The Subscription Billing Process
      • Set Up Subscriptions
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  • Partner Billing
    • 💡Overview
    • ✨Key Features
    • ⚙️The Referral Billing Process
      • Set Up Referrals
      • Automate Invoicing & Fees, and Track Referral Data
    • ⚙️The Reseller Billing Process
      • Set Up Resellers
      • Automate Invoicing & Track Reseller Dats
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On this page
  • Step 1: Create a Partner
  • Step 2: Create a Customer Contract, Attach Partner, and Define Referral Fees

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  1. Partner Billing
  2. The Referral Billing Process

Set Up Referrals

PreviousThe Referral Billing ProcessNextAutomate Invoicing & Fees, and Track Referral Data

Last updated 1 year ago

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Step 1: Create a Partner

Navigate to the 'Customers Tab' and click on 'New Customer'. Fill in the partner information and turn on the 'Partner' toggle to mark it as a partner.

Step 2: Create a Customer Contract, Attach Partner, and Define Referral Fees

Once you attach a partner, a new tab will appear - 'Partners'. Use the partners tab to define your partner fees. You can define one fee for the whole contract, or define separate fees for each product in the contract.

Navigate to the 'Customers Tab' and click on 'Create a Contract'. Click on 'Search' to add the relevant customer to the contract. Continue to add products and customize the contract (see the full contract creation process ). Once the customer contract is complete, attach the relevant referral partner.

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