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Referral agent system

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Reward customers who refer new customers to you, with agent commissions and customer rebates set for all customers or one at a time.

The referral (agent) system lets your customers act as agents who refer new customers to you. It works the same for channel and white-label partners. You can pay agents a commission, and give the customers they refer a rebate. Set it up for all customers at once, or customer by customer.

Agent commissions and customer rebates

Section titled “Agent commissions and customer rebates”
Agent commission Customer rebate
Who gets it The agent, one of your active customers. The customer the agent referred (the referee).
How it’s set A percentage of all invoices paid by the accounts the agent referred. A percentage of the invoices the referred customer pays, refunded to their account.
Paid from Your partner account. Your partner account.

Together, the agent commission and the customer rebate can’t be more than a maximum set by your provider. If you enter more, the portal tells you the maximum when you click Update.

Rules:

  • Every agent must be an active customer under your partner account.
  • One agent can refer many customers, but each referred customer can have only one agent.
  • You can set both values for all customers or for each agent.

Set referral defaults for all customers

Section titled “Set referral defaults for all customers”
  1. Go to Settings › Customer Portal.
  2. Scroll down to Referral system settings.
  3. Set:
    • Agent commission (%): the default commission for agents.
    • Rebate (%): the default rebate for referred customers.
    • Enable agent functionality for new customers: tick to make every new customer an agent.
    • Maximum account age for referrals: the maximum customer account age, in days, when an agent can still send a referral request to that customer.
  4. Click Update.

Changes to the default commission and rebate don’t change agents and customers that already exist. Update those one at a time.

Set up one customer as an agent

Section titled “Set up one customer as an agent”
  1. Go to Customers and select the customer.
  2. On the Details tab, scroll down to Referral system.
  3. Tick Enable Agent functionality and set the Agent commission (%).
  4. Click Update.

To link a referred customer to their agent, select the referred customer and choose the Agent in the same section. Set their Customer rebate (%) if needed, then click Update.

Check it works

Section titled “Check it works”

Select the agent and open the Referrals tab: it lists the customers they referred, with the Commission and Rebate. Then run the Commissions report for the period. Agent commissions and rebates show in the Agent commissions applied and Rebates applied columns. See Commissions and payouts.

Next steps

Section titled “Next steps”