Partner Portal
License partner
Buy licences, register client businesses, and work inside their books as an Administrator.
1
Subscribe to a plan
Plans differ only in how many client licences they carry. Pay by card, or with partner credit. See Choosing a plan.
2
Register a client
Clients → Register Client. The business, its owner and your own Administrator user are created together, and one licence is consumed. See Register a licensed client.
3
Work in their books
Switch to this account opens the main app on that business in a new tab. See Switch into a client account.
4
Grow or stop
Move up a plan when you run out of licences; cancel when you are done. Your clients keep their businesses either way.
What a licensed client starts with
| Modules | General Ledger only, subscribed at creation. Everything else is added from inside the business. |
| Trial | None. The business starts on a real subscription rather than a countdown. |
| Users | The owner as Super Administrator, and you as Administrator. |
| Commission rate on the link | Zero — deliberately. The licence is what you paid; what you bill the client is yours. |
ℹ️You can still refer
Holding a licence plan does not stop you referring businesses that want to run their own books. Both kinds of client sit on the same Clients page.