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Task guide

Refer another firm

Your firm's referral link, what each firm earns when a firm you refer pays, and where to follow your referrals.

Go to Settings, Subscription, Referrals. Your firm's link and its code are at the top; Copy the link puts it on your clipboard to send to another firm.

A firm that signs up through your link, or types your code at sign-up, is your referral. The link holds for the number of days shown from the firm's visit.

What each firm earns

Nothing is earned at sign-up. When the firm you referred pays its first invoice, your firm and theirs each get credit on the account, worth the months of your own plan shown on the page. The credit comes off your next invoices.

A firm still on its trial earns from its link once it is paying.

Following your referrals

Under Firms you referred, each firm shows whether it is waiting for its first payment, rewarded, or not rewarded.

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