Partners & commissions

Run a partner program your CA can actually pay out

Give partners and affiliates a self-serve portal, track every referral by link or coupon code, and accrue commission only on money you collected, then hand your accountant a clean monthly statement with each partner's tax details and documents, GST and TDS worked out. Finocket never moves money; it gets the numbers right.

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Single-tier programs

Set a rate in basis points, a cookie window and a hold period. Invite a partner by email and their portal links automatically the moment they sign up. They see their referral link, per-currency balances and what they're owed, and only their own rows.

First-referral attribution

Referral links attribute leads to partners on a first-referral-wins basis (later touches never overwrite the first), with a configurable cookie window, and the attribution flows through to the ledger.

Coupon codes for cookie-proof attribution

Mint per-partner coupon codes with usage caps and expiry. Enter a client's code on their invoice and the referral attributes to that partner without a cookie or a click, so WhatsApp and word-of-mouth referrals count too. First referral still wins.

Double-sided rewards

Set a referee discount on the program and it's applied automatically to the referred client's first invoice when their coupon is redeemed. The partner earns, the new client saves, and the discount is a visible line on the invoice.

Share kit

Write WhatsApp-ready messages and links once; partners copy them from their portal with their referral link already appended, so links stay intact and the pitch stays on-brand.

Milestones & tiered rates

Set conversion or revenue thresholds that post a one-time cash bonus to the ledger when crossed, and optionally step the partner up to a higher commission rate that applies automatically from then on.

A referral timeline partners can trust

Each referral shows its partner a step-by-step status (captured, lead, first invoice, payment collected, commission accrued, on hold until a date, released, paid), so 'where's my commission?' answers itself.

Append-only commission ledger

Commission accrues on collected revenue with holds and clawbacks, in an immutable, idempotent ledger where corrections are new rows, never edits. Integer money maths, property-tested.

Self-referral review queue

When a referral's email or phone matches the partner's own, the accrual is still recorded, but flagged and held out of payable until you approve or reject it in a review queue. Nothing is blocked silently.

Monthly CA statements + docs on file

Build a per-partner statement as Excel or CSV with tax details on file (PAN) or a clear MISSING flag, plus GST and India TDS-194H. Partners upload their PAN from the portal into a private vault, and statements show a docs-on-file chip per partner. Statements can be built and emailed on a monthly schedule, claimed atomically so one can never go out twice, and the log records the honest outcome per partner: sent, blocked, or skipped with the reason.

Referral, reseller or CA on one ledger

A reseller or an accountant partner is a KIND of partner on the same spine. A signup bounty compiles onto the shipped volume-tier rule and Y1/Y2/Y3 recurring rates onto the shipped time-tier rule, so every kind accrues into the same append-only ledger. It's single-tier only, with no downline or multi-level structure, and a claimed signup is first-wins, so a replayed claim can't create a second attribution.

A partner cockpit: earned, held, maturing

Partners see their balance, their pipeline, what's on hold and the date each accrual matures, plus a monthly earnings series and attention cards they can dismiss. Commission accrues on what was actually COLLECTED, net of any discount the partner gave (so a partner's own coupon lowers their own commission), and churn before maturity claws it back automatically. Statements are visible only once finalised. Churn risk is a plain rule over the ledger, not a model. There is no payout execution anywhere in it: settlement is a bank transfer someone makes outside Finocket and records here.