Partner status, referrals and payouts

Overview

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

Track partner status

1. Head to the Referrals tab to see your firm's current partnership 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, 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

Before we can process payouts, your firm must submit:

• Bank account details for ACH
• Tax information

You can add them in either of these ways:

• Through the details request: Open the link in the email we send from [email protected] to your firm's main point of contact after you sign your Partner Agreement. While the request is open, people with access to your firm's Vendor Portal account can also select Add details in Reward details. See Submit your payment and tax details as a vendor.
• Directly in Vendor Portal: If your firm's Vendor Portal account is connected to Ramp, add your bank account and tax details there, then share the bank account with Ramp. See Add and share Vendor Portal payment details.

After you submit, Ramp may review new or updated bank account details before we use them for payouts.

To check whether we have your bank and tax details, open the Referrals & Rewards tab in the Advisor Console, then select See reward details under Rewards.

If you don't have an Advisor Console or a Partner Agreement yet, book time with your Partner Manager.

Note: The link in the email expires after 30 days. If your link has expired, select Resend request in Reward details to get a new one. If you don't already have a free Ramp Vendor Portal account, you may be asked to set one up before you can submit your details. You can then use it to manage your payment details and track payment statuses. See Vendor Portal access.

Check your partner payout details status

In Reward details, the Payout details section shows one of these statuses:

• Ready for payouts: We have your bank account and tax details. You don't need to do anything.
• Action needed: Your bank account, your tax details, or both are missing. Anything missing shows "Not provided yet". Add any missing details using one of the ways above.
• Not set up: Your payout details appear here once you're eligible for a referral payout.