Important Note Before You Begin:
✋We only send payments to partners - Our system is designed exclusively for distributing partner earnings. We do not collect payments from partners under any circumstances.
How Payments Are Calculated
Partner payments are based on revenue generated from Leads. Commissions can be structured in multiple ways depending on how your program is set up.
We support the following commission structures:
Recurring percentage (monthly, quarterly, annually)
One-time percentage
Fixed amount
Payments are always tied to revenue generated by a Lead and recorded in the Lead’s Revenue History, unless the commission type is a fixed amount.
Note: We do not support commission structures based on lead volume, deal count, discounts, or other non-revenue factors.
Setting Commission Rates
Commission rates can be configured in several ways:
Partner-by-Partner
Set a default commission structure for an individual Partner.
All Leads submitted by that Partner will automatically inherit this structure unless manually adjusted.
Lead-by-Lead
Override the default commission structure for a specific Lead.
This allows you to customize commission terms for unique deals.
Using Partner Tiers
If you’d like to automate commission structures based on predefined levels, you can set up Partner Tiers.
Payment Calculation Example
The portal automatically calculates commission payments based on:
The Total Revenue for a Payment
The selected commission structure
Percentage Example
If $2,000 in revenue is generated and the commission is set to 10%, the system will calculate a $200 payment.
Fixed Amount Example
If the commission is set to a fixed $100, the Partner will receive $100 regardless of revenue amount.
Revenue Tracking Options
You have two ways to track revenue for payments:
Automated Tracking (Recommended)
Connects with:
QuickBooks Online
Stripe
Automatically pulls revenue data
Eliminates manual work
Manual Entry
Full functionality identical to automated tracking
Enter revenue figures yourself
Ideal if you don't use our supported integrations
Payment Processing
Exclusive payment method: PayPal only
Processing frequency: Payments can be scheduled in advance
Additional Payment Options
Add Revenue and Partner Payment for visibility
Option to disable payments completely