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, or a reseller handling billing, 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).
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
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
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 will be rejected and the client status will show as Invitation rejected.
You don't have access to client documents, integrations, or data. Your Partner Space focuses on client acquisition only.
Which partner type are you?
| Accounting | Referral | Reseller |
Access client documents | ✓ | - | - |
Set up integrations | ✓ | - | - |
Register clients for e-invoicing | ✓ | - | - |
Assign team members to clients | ✓ | - | - |
Pay for client subscriptions | Optional | - | Always |
Invite new clients | ✓ | ✓ | ✓ |
Link existing clients | ✓ | - | ✓ |
View client subscription status | ✓ | ✓ | ✓ |
Commission on subscriptions | - | ✓ | - |
Subscription discount | - | - | ✓ |