Partner status, referrals and payouts

Overview

This article covers the basics of partner status, referrals, and payouts for Partners.

How to track partner status

1. Head to the Partner Dashboard tab. There, you'll see what Partnership tier your firm is at (Partner, Bronze, Silver, and Titanium) and how many referrals you'll need to reach the next tier.
2. Next to your current tier will be a running total of Completed referrals (e.g., "Current tier: 27 referrals.") These are referrals that have signed up and been approved for Ramp. Only completed referrals count towards our partnership program.
3. For more info about our partner rewards, you should go here.

How to make and track referrals

• You can make referrals in three places: the Partner Dashboard tab, the Clients tab, and the Referral Rewards tab. Just click "Add a client" to refer a company to Ramp that you intend to manage.
• You'll see a full list of referrals on the Referral Rewards page which you can access at 'Refer & Earn' under your profile in the top right. This list should contain all referrals your firm has made in the Console and via your firm's landing page. If you see referral(s) missing, please contact your accounting partnerships rep. (Note: referrals made via your firm's partner landing page may take 24 hours or longer to appear here)
• Once your referral has signed up for Ramp, been approved, and spent & paid down at least $1,000 on their Ramp card or paid at least 3 bills, the referral status will update from "Approved" to "Eligible for Bonus." This means both the client you referred and your firm are now eligible for the referral bonus.
• In addition to tracking referrals in the Referral Rewards tab, you'll see a running list of Pending Clients in the Clients tab.

How does the payout work?

Once your referral has signed up for Ramp, been approved, and spent & paid down at least $1,000 on their Ramp card or paid at least 3 bills, you will receive your payout via ACH by the third week of the month following when bonus eligibility for the referral happened.

Submitting your payment details

The first month you are eligible for a payout, Ramp sends an email to your firm's main point of contact from [email protected] requesting your payment details. You must submit your details through this request before payouts can be processed.

The email contains a secure link to a form where you provide:

• Bank account details for ACH
• Tax information

For full step-by-step instructions, see Submit your payment and tax details as a vendor.

Note: The link in the email expires after 14 days. If your link has expired, contact your accounting partnerships rep to have it resent. After submitting, you can optionally create a free Ramp Vendor Portal account to manage your payment details and track payment statuses going forward.