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Partner program

Refer QuickBooks businesses. Earn ongoing residuals.

Merch Invoice referrals are part of the Merchly Agent Partner Program. You make the introduction; we do the rest, and you keep earning while your clients keep processing.

Who it's for

People QuickBooks businesses already trust.

No payments experience needed. If your clients invoice in QuickBooks Online, they're a fit.

  • Bookkeepers and accountants

    Your clients already invoice in QuickBooks. Give them lower payment costs and deposits that reconcile on their own.

  • QuickBooks consultants

    Add payments to the setups you already build, without asking clients to learn new software.

  • Payments agents and ISOs

    Win QuickBooks Online businesses that never wanted to leave QuickBooks to change how they get paid.

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How referrals work

You introduce. We take it from there.

  • Apply and agree terms

    Send the form below. We walk through the program on a short call and you sign a partner agreement.

  • Introduce a business

    Submit the referral and our team contacts them for you. You don't have to sell or explain payments.

  • We onboard them

    We compare their current fees, set up their account and help them connect QuickBooks Online.

  • You earn residuals

    Once they're processing, you earn ongoing residual income on their account, as your agreement sets out.

What you get

  • Ongoing residual income for every merchant account you refer
  • A team that handles the calls, onboarding and support
  • Referral status from submitted to live

What your clients get

  • Rates quoted for their volume, plus fees they set per payment method
  • Branded invoices, reminders and a customer portal
  • Payments and deposits recorded back in QuickBooks
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The fine print

Clear terms before your first referral.

  • Compensation, payout timing and reporting are set out in your written partner agreement, which you'll see before you refer anyone.
  • Referred businesses need to be based in the US, use QuickBooks Online, and be approved for a payment account.
  • Residuals depend on referred businesses continuing to process payments. Talk to us about how your agreement handles accounts that close.
  • Already a Merchly partner? Merch Invoice referrals go through the same program. Visit the Merchly Agent Partner Program to submit leads and track them.
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Apply to partner

Tell us about your work and your clients. We reply within one business day to set up a short call.

Questions first? Email support@merchly.io or call 844-327-6247.

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