Partner status, referrals and payouts
Overview
This article covers the basics of partner status, referrals, and payouts for Partners.
Track partner status
- Head to the Referrals tab to see your firm's current partnership tier.
- 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.
- For more info about our partner rewards, see Ramp's accounting partnerships page.
Learn more about Ramp partner tiers, including tier requirements and benefits.
Make and track referrals
- You can make referrals in three places: the Partner Dashboard tab, the Clients tab, and the Referrals 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 Referrals 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 Referrals tab, you'll see a running list of Pending Clients in the Clients tab.
Payout process
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.
Submit your payment details
When you sign your Partner Agreement, Ramp sends an email to your firm's main point of contact from [email protected] requesting your payment details. You must submit your payment details — either through this email or directly in the Advisor Console — before payouts can be processed.
Be ready to provide:
- Bank account details for ACH
- Tax information
For full step-by-step instructions, see Submit your payment and tax details as a vendor.
Not sure if you've submitted your payment details? In the Advisor Console, open the Referrals & Rewards tab, then under Rewards select See reward details to check whether your bank information and tax details have been provided.
Don't yet have an Advisor Console or a Partner Agreement? Book time with your Partner Manager.
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.