Referring Merchants as a Solution Provider (Most Common)

Review these tasks if you provide a Solution to the merchants you refer:

1. You register your organization as a technology partner to establish a relationship with .
2. approves your organization for a test account.
3. You create a checkout experience for your Solution using payment services.
4. validates your Solution and creates a production account for you to begin processing live payments.
5. You refer merchants and direct them to the appropriate onboarding method.
6. Merchants complete onboarding with or .
7. Merchants integrate your Solution into their system to use your checkout experience.
8. You earn a monthly commission from merchant payment volume.

Referring Merchants as a Reference

Review these tasks if you are only referring merchants and do not provide a Solution:

1. You register your organization as a technology partner to establish a relationship with .
2. approves your organization for a test account.
3. You refer merchants and direct them to the appropriate onboarding method.
4. Merchants complete onboarding with or .
5. You earn a monthly commission from merchant payment volume.

Your Responsibilities

As a technology partner, you are responsible for:

• Developing and maintaining your Solution.
• Integrating payment services into your Solution.
• Creating the checkout experience merchants use in your Solution.
• Referring merchants to , if applicable.
• Supporting Solution-specific setup in your own platform.
• Helping merchants understand how payments work in your Solution.

's Responsibilities

is typically responsible for:

• Contracting directly with referred merchants.
• Supporting merchant onboarding.
• Providing payment services.
• Managing payment-service responsibilities.
• Supporting acquiring, compliance, and merchant risk requirements, as applicable.
• Helping merchants complete the steps needed to begin processing payments.

Self-service Setup through

The self-service referral option is designed for small to medium-sized merchants who need basic payment processing. You generate a referral link in the and send it to merchants to begin their onboarding.

This option is recommended for merchants that:

• Are small to medium-size businesses.
• Have basic payment processing requirements.
• Need a streamlined setup experience.

Sales-assisted Setup through

The sales-assisted referral option is designed for merchants with more complex needs. These merchants might require additional configuration, broader platform capabilities, or support from a sales representative.

This option is recommended for merchants that:

• Are mid-market or enterprise businesses.
• Have more complex payment requirements.
• Operate in multiple regions.
• Need broader capabilities.
• Need a more configurable setup or onboarding experience.

Referring to

To refer a merchant to the self-service onboarding option through , you must complete these tasks:

1. Activate a referral package in the for your registered Solution.
2. Send the referral package link to the merchant.
3. Wait for the merchant to use the link and completes self-service onboarding independently.
4. Earn monthly commission when the merchant begins transacting live payments.

Referring to

To refer a merchant to the sales-assisted onboarding option through , you must complete these tasks:

1. Log in to the partner portal using the credentials provided after your agreements are signed. If you do not have a partner portal account, you can register for a new account on the New Partner Registration page.
2. Submit a merchant referral by entering the merchant details.
3. The sales team contacts the merchant and manages their onboarding.
4. Earn monthly commission when the merchant begins transacting live payments.