Every Partner Programme feature shown in this guide, in alphabetical order, with the steps that show it. Features new in release 22 are marked (new).
| Feature | Steps |
|---|---|
| ?ref= on any page (new) | 6.1 Your short referral link |
| Accept invitation (choose password) | 3.2 Choose your password |
| Application acknowledgment | 2.3 Your application is sent; 2.4 The acknowledgment email |
| Application form | 2.1 Fill in the application |
| Applications list | 16.1 Applications waiting for a decision |
| Approval email and partner invitation | 3.1 Open the approval email; 16.3 Approve |
| Approve or decline an application | 16.2 Review an application; 16.3 Approve; 16.4 Decline; 16.5 The decline email |
| Attribution at sign-up or checkout | 7.1 Companies you referred, the first month; 13.5 Your partner on the Billing page; 13.6 The same line for Savannah Harvest |
| Attribution changes | 18.1 Find the company; 18.2 Choose the partner and give the reason |
| Bank details (sealed, masked) | 9.1 Add your bank account; 9.2 Bank details saved; 17.4 Show bank details for a transfer |
| Become a partner page | 1.1 Read about the programme on Become a partner |
| Click tracking and conversion funnel (new) | 6.2 Follow clicks, sign-ups and paying companies; 22.4 Referral funnels for all partners |
| Commission earned, paid and due | 4.1 Code, tier, 12-month sales and commission totals |
| Commission tiers (Gold, Silver, Bronze) | 1.1 Read about the programme on Become a partner |
| Commission written on payment | 19.1 Record a bank transfer |
| Companies referred | 7.1 Companies you referred, the first month; 7.2 Companies you referred, September |
| Directory moderation (new) | 11.5 If TroveUniverse hides your listing; 23.1 Hide a listing; 23.2 The directory list |
| Find an accountant: contact form (new) | 11.3 A business sends a message; 11.4 The enquiry email; 23.2 The directory list |
| Find an accountant: partner listing (new) | 11.1 List your firm |
| Find an accountant: public directory (new) | 11.2 How businesses find you |
| Lifetime commission excluding VAT | 1.1 Read about the programme on Become a partner |
| Marketing kit: partner downloads (new) | 12.1 Download the marketing kit |
| Marketing kit: staff upload, hide, delete (new) | 23.3 Upload a kit file; 23.4 Manage the kit |
| Member-mode single sign-on (Open) | 8.2 Open a client's app |
| Partner code at first checkout | 13.4 Give the code at the first checkout |
| Partner code at sign-up | 13.1 Sign up with a partner's share link; 13.2 Sign up after following a short link; 13.3 Confirm your email address |
| Partner creates own company | 12.3 Create your own company account |
| Partner dashboard | 3.4 Your partner dashboard on the first day; 4.1 Code, tier, 12-month sales and commission totals |
| Partner record | 17.2 A partner's record |
| Partner sign-in | 3.3 Sign in |
| Partner status changes (suspend, reinstate, end) | 17.5 Suspend, reinstate or end a partnership |
| Partner Terms acceptance with version | 2.2 Read and accept the Partner Terms |
| Partner Terms page (draft, edit, publish) | 15.2 Open the draft terms; 15.3 Publish the terms |
| Partner Terms: accepted version and re-acceptance | 12.2 The Partner Terms you accepted; 15.3 Publish the terms |
| Partners list | 17.1 The partners list |
| Payout email | 9.4 The payout email |
| Payout history | 10.1 Sales and commission by month |
| Payouts due for a period | 21.1 Commission due for a period |
| Practice hub (client companies) | 8.1 An invitation not yet accepted; 8.2 Open a client's app |
| Printable statement | 10.2 Print a statement |
| Programme closed until the terms are published | 15.1 Before publishing: the programme is closed; 15.4 Check the programme is open |
| Programme settings (tiers, rates, thresholds, starting tier, review frequency, on/off) | 14.2 Programme settings |
| Recalculate now | 5.3 Moving up to Gold; 20.2 Recalculate now |
| Reconciliation by period | 22.1 Reconciliation for a period; 22.2 The print view |
| Record a payout | 21.2 Record the payout |
| Referral code and share link | 3.4 Your partner dashboard on the first day |
| Refund reverses commission | 10.3 A refund on the statement; 19.2 Refund a paid invoice; 19.3 The result |
| Reports and CSV downloads | 21.5 The WHT schedule as CSV; 22.1 Reconciliation for a period; 22.3 The reconciliation CSV |
| Rolling 12-month sales | 4.1 Code, tier, 12-month sales and commission totals; 4.2 What the tier card tells you between reviews |
| Sales and commission by month | 10.1 Sales and commission by month |
| Share link fills in the code | 13.1 Sign up with a partner's share link |
| Short referral link /r/ (new) | 6.1 Your short referral link; 13.2 Sign up after following a short link |
| Staff permissions (Manage partners) | 14.1 A staff role for the programme |
| Tax type and TIN (new) | 9.3 Record your tax type and TIN |
| Tier change email | 5.1 Moving down to Bronze; 5.2 Back to Silver; 5.3 Moving up to Gold |
| Tier history | 17.3 Tier history |
| Tier or rate override | 17.6 Override a tier or rate |
| Tier review (automatic) | 4.2 What the tier card tells you between reviews; 5.1 Moving down to Bronze; 5.2 Back to Silver; 20.1 The review list |
| Two-factor authentication (optional for partners) | 3.5 Turn on two-factor authentication; 3.6 Scan the QR code and enter the code; 3.7 Save your recovery codes |
| WHT credit note (new) | 9.5 Your payouts and WHT; 9.6 The WHT credit note; 21.4 Record a WHT remittance |
| WHT exemption (new) | 21.3 The WHT schedule |
| WHT on payouts (new) | 9.3 Record your tax type and TIN; 9.4 The payout email; 9.5 Your payouts and WHT; 21.2 Record the payout |
| WHT rates for payouts (new) | 14.2 Programme settings |
| WHT schedule and remittances (new) | 21.3 The WHT schedule; 21.4 Record a WHT remittance; 21.5 The WHT schedule as CSV |