Banqup offers a Partner Space to professionals and businesses who work with clients on the platform. Depending on whether you are an accountant, a commercial partner sending referrals, a reseller handling billing, or a system integrator connecting Banqup to your clients' other software, your Partner Space looks and works a little differently. This article explains what each type of Partner Space includes, so you know what to expect from yours.
Accounting partner
If you're an accountant, your Partner Space is built around managing your access to your clients’ documents. Once a client accepts your invitation, their Business Space is linked to your Partner Space. You get access to their documents and Enriched Movement Reports and can manage the setup to export their files to your cloud, servers, and accounting package(s). If you set up and connect software for your clients rather than doing their bookkeeping, read the System integrator partner section below instead.
What you can do:
Invite and onboard clients
View and process client documents (purchase invoices, sales invoices/receipts, Enriched Movement Reports)
Set up accounting integrations for each client (e.g. Exact Online, Yuki, Dropbox)
Register clients for e-invoicing on the Peppol network
Assign team members in your accounting firm to specific clients
Manage client subscriptions, either pay on their behalf or have them pay themselves
You can only invite clients in the same region as your Partner Space
Referral partner
As a referral partner, your role is to introduce businesses to Banqup. When clients you've referred subscribe, you receive a commission on their subscription revenue as a thank-you for growing the network.
What you can do:
Invite new clients to Banqup: manually, by importing a list, or by sharing a unique invite link
View the subscription status of your active clients
See each client's Peppol registration status, read-only, on the client list and in the client details
How commissions work: Commissions are calculated based on the subscription revenue from your active clients. Currently, your Banqup contact handles commission reporting manually, an automated overview in your Partner Space is on the roadmap.
Important notes
Referral partners can only invite new businesses to Banqup. If the business you're inviting already has a Banqup space, the invitation is rejected and the client status shows as Invitation rejected. This is different from Reseller partners, who can invite both new and existing businesses (see the Reseller partner section below).
You don't have access to client documents, integrations, or data. Your Partner Space focuses on client acquisition only.
Reseller partner
As a reseller partner, you take on the billing relationship for your clients. You invite clients to Banqup (new or existing) and handle their subscriptions directly. Banqup sends you one consolidated invoice each month for all your active clients, and you invoice your clients yourself outside of the platform. In return, you receive a discount on subscription prices.
What you can do:
Invite and link clients (new or existing businesses)
Pay for all your active clients' subscriptions
View a monthly breakdown of what you're paying per client in the Subscriptions – for clients report, or on each client's detail page
See each client's Peppol registration status, read-only, on the client list and in the client details
Important notes
You always pay for your clients' subscriptions, there's no option for clients to pay themselves.
A business can only be linked to one reseller partner at a time. If a business already has an active reseller partner, they get the choice to continue with the new reseller (the client status will show as “lost” for the current reseller), or to continue with the current reseller (the client status doesn’t change).
You don't have access to client documents, integrations, or other data.
System integrator partner
As a system integrator partner, you help your clients connect Banqup to the other software they run, such as an ERP or a CRM. You handle the setup and keep the connection working afterwards. Some integrations are light, others involve consultancy work and custom API connections. In your Partner Space this segment is shown as System integrator.
Your Partner Space gives you the same tools as an accounting partner: you invite clients, access their documents and data, install integrations, and manage their subscriptions. What differs is your role. An accounting partner does the bookkeeping and tax work. As a system integrator, you look after the technical side and support your clients on the platform.
What you can do:
Invite and onboard clients, one at a time, by importing a list, or by sharing a registration link
Access the documents and data of your active clients
Install and configure integrations for each client
Use Go to space to get a user account in a client's Business Space and work there directly
Assign team members to specific clients, including the System consultant role, which gives full access to that client's data
Decide per client whether you pay for the subscription or the client pays
Change or stop a client's subscription, and see what you are invoiced per client in the Subscriptions – for clients report
How billing works: You can set the billing per client (from the details page of a client) or you can use a Configuration template (which simplifies bulk activation), in the settings of the Clients app.
If you pay, Banqup invoices you for your clients' subscriptions with a discount on the list price. Your client sees which subscription they have, but not what it costs. You invoice your client yourself, at your own price, outside the platform.
If the client pays, they are invoiced directly and you may receive a commission, depending on your agreement with Banqup.
Important notes
Before a client is linked to you, they confirm on a consent screen that you get full access to their data.
A client can have several system integrator partners at the same time. Only one partner can pay for a subscription. If another partner already pays, the subscription shows as Paid by another partner and you cannot edit it.
If your client also has a reseller partner, the reseller keeps the billing relationship. Your client has to end that partner link before you can be invoiced for their subscription.
If your client also has an accounting partner who pays for their subscription, that subscription is stopped and the one you assign starts.
Which partner type are you?
| Accounting | Referral | Reseller | System integrator |
Access client documents | ✓ | - | - | ✓ |
Set up integrations | ✓ | - | - | ✓ |
Register clients for e-invoicing | ✓ | - | - | ✓ |
View clients' Peppol registration status (read-only) | ✓ | ✓ | ✓ | - |
Assign team members to clients | ✓ | - | - | ✓ |
Pay for client subscriptions | Optional | - | Always | Optional |
Invite new clients | ✓ | ✓ | ✓ | ✓ |
Link existing clients | ✓ | - | ✓ | ✓ |
View client subscription status | ✓ | ✓ | ✓ | ✓ |
Commission on subscriptions | - | ✓ | - | If the client pays |
Subscription discount | ✓ (ITAA members) | - | ✓ | If you pay |
Next steps
For accounting and system integrator partners: