Reward the behaviour you want, then pay it without the spreadsheet
Program tiers turn what a partner does into what they get. Commission is calculated from recorded revenue, approved by hand or by rule, bundled into invoices on your schedule and paid through Stripe with no Partner.io fee on top.
Month-end commission reconciliation is where partner trust goes to die
Partners sell harder when they are paid accurately and on time. A rate in a contract, revenue in Stripe, deals in the CRM and payments in a spreadsheet means every payout is a manual reconciliation, and every delay is a partner wondering whether to send the next deal.
Partner.io creates the commission the moment revenue is recorded, shows the partner exactly what is pending and paid, and runs approval, invoicing and payout on a schedule you set.
Program tiers. A perk is a trigger, conditions and rewards. Every partner sits on exactly one tier.
A commission payment worth 15% of the revenue from the payment is awarded. It can't be invoiced until 30 days after it's earned.
A perk is a trigger, a reward and optional conditions. One tier holds any number of perks, and a single perk can grant more than one reward, for example a commission and a badge.
- TriggerRevenue generated
- Fires whenA payment is recorded against a lead the partner referred. Percentage rewards use the payment amount as their base.
- TriggerLead approved
- Fires whenA lead the partner referred is approved. Percentage rewards use the estimated deal value.
- TriggerPipeline stage entered
- Fires whenA referred lead moves into a pipeline stage synced from your CRM.
- TriggerPartner rep created
- Fires whenA new rep is added under the partner.
- TriggerCourse completed
- Fires whenThe partner passes an assigned course.
- TriggerBadge earned
- Fires whenThe partner earns a badge.
- TriggerSub partner earns commission
- Fires whenA partner beneath this one earns commission, for programs that use parent partners.
Five kinds of reward
- RewardPercentage
- What the partner getsA commission set as a percentage of deal value or payment, with an optional payout delay in days, weeks, months or years.
- RewardMonetary
- What the partner getsA fixed cash amount in your program currency, with an optional payout delay.
- RewardGift card
- What the partner getsA gift card from the Tango catalogue, sent automatically when the perk fires. Enabled per account.
- RewardSwag
- What the partner getsAn off-platform perk such as branded merchandise, tracked from unfulfilled to fulfilled.
- RewardBadge
- What the partner getsA badge awarded to the partner and shown on their profile.
One trigger can pay out differently in different situations. Conditions narrow when a perk applies.
Read the lead, the payment, the partner and the rep: deal value, pipeline stage, referral link, partner type, attributes, partner score, courses completed, and any of your own custom fields.
- Ten operators from equals to contains, with time units for date properties
- Preview any condition against a real record before you switch it on
- The same builder powers partner, lead and commission auto-approval and invoice autopay
- LeadDeal valueis greater than or equal to$10,000
- PartnerPartner typeisReseller
- LeadReferral linkis notWebsite footer link
Approval, scheduling, payout. The Payment Gateway shows the three stages as lanes. Each one can be manual or automatic.
- [01]Commission is created as PendingA perk fires and a commission appears with the partner, the rep, what it was earned for, and when it becomes payable if the perk has a delay. A commission can be rejected before it is approved, ending its lifecycle.
- [02]Approve by hand or by ruleApprove individually or in bulk. Commission auto-approval approves new commissions that match your conditions and keeps an audit trail of every attempt, including why one was left for review.
- [03]Invoices are generated on your scheduleChoose daily, weekly, monthly, quarterly or yearly with your own payment terms. Every approved, payable commission and SPIFF for a partner is bundled into one self-billed invoice, per partner organisation or per rep.
- [04]Pay through Stripe, or record a bank transferPartners connect a Stripe account in the portal. Pay an invoice by card or US bank account, turn on invoice autopay with conditions, or pay offline and mark it paid. Overdue invoices are flagged automatically.
- [05]Report and reconcileExport commissions to CSV by date and status, create monthly statements for your finance team, and let partners download their own invoices and W-9 forms.
Every payout in one view. Pending commissions, approved commissions waiting for the next invoice run, and unpaid invoices, each with the actions your team needs and a note showing whether automation is on.
Payments. Approval, scheduling, payout. Each lane can be manual or run by a rule.
“We're not just seeing more referrals, we're seeing better ones. The quality, the consistency, the visibility. It's all gone up since we moved to Partner.io.”
Questions about this capability
- Do I have to create tiers to start paying partners?
- No. Every account starts with a Standard tier that pays 5% lifetime commission on revenue generated. Edit it, or add tiers for your best partners.
- How is a partner placed on a tier?
- New partners get the tier set on their partner type, otherwise your default tier. You can move a partner to a different tier at any time from their page, individually or in bulk.
- What are SPIFFs?
- One-off bonuses you create yourself, for example a launch incentive. They are approved on creation and either ride the next scheduled invoice or are invoiced immediately.
- How do partners get paid?
- Each invoice cycle Partner.io bundles a partner's approved commissions and SPIFFs into a self-billed invoice. You pay it through Stripe by card or US bank account, let invoice autopay pay invoices matching your conditions, or pay by bank transfer and mark it paid.
- What about tax?
- For US companies with tax reporting on, partners complete a W-9 in the portal and Partner.io generates 1099-NEC forms for partners above your threshold each January.
- Which currencies are supported?
- USD, CAD, EUR, JPY, GBP, AUD, PLN, NZD, SGD, RON, GYD and SEK. Amounts are converted to your program currency for reporting.
Every part of the program, in one system. Pick up where this page leaves off.
- [01]Partner portalWhere partners find their next step, their leads and what they have earned.
- [02]Leads & deal registrationSee where every referred lead and registered deal stands, synced with your CRM.
- [03]Tiers, commissions & payoutsKnow what is owed, approve it, and pay it through Stripe.
- [04]Training & certificationAI-drafted courses with scored lessons, badges and verifiable certificates, inside the portal.
- [05]AutomationFollow-ups and approvals that run on rules you set once.
- [06]Deal Surround & Partner DiscoveryFind the partner who can open a target account, and new partners worth recruiting.
- [07]Engagement HubAnnouncements, newsletters, events, surveys and a Partner Room for agreements, material and assets.
- [08]IntegrationsHubSpot, Pipedrive, Salesforce, Slack, Shopify, Stripe, Claude, ChatGPT, API and MCP.