Melio affiliate program FAQ

  1. Sign up and get a unique affiliate link.
  2. Promote Melio with your unique affiliate link and free marketing materials. Share them with your network, add them to your website, blog and social media channels.

After you sign up, you’ll get a welcome email with your unique link. You’ll also get access to your affiliate dashboard where you’ll be able to customize your affiliate link and share it whenever you need it.

Anyone can become a Melio affiliate!

Businesses, accountants and bookkeepers are considered referrals. If you need more clarification please read our terms and conditions.

Here’s a breakdown of how much you get per referral.

 

  • When you refer a new small business or user, earn $200. Here’s how:
    1. New referral signs up to Melio through your affiliate link.
    2. Your referral initiated and completed a payment through the Melio platform – not via a “Get Paid” link, or QuickBooks.
    3. The payment must be $200 or more.
  • When you refer an accountant or bookkeeper, earn $500. Here’s how:
    1. Your referral signs up to Melio through your affiliate link.
    2. They add a new client under their account. 
    3. Their client makes a payment through the Melio platform – not via a “Get Paid” link, or QuickBooks.
  • Are you an accounting or bookkeeping firm? Earn $100 for every new small business or user* you refer. Here’s how:
    1. Add a new referral under your accounting firm through your affiliate link.
    2. Your referral initiated and completed a payment through the Melio platform – not via a “Get Paid” link, or QuickBooks.
    3. The payment must be  $200 or more.**

* You can only be rewarded once per client. Limited to 10 clients.

**A payment from an accountant’s client to the accounting firm for services rendered, won’t be eligible for a reward.

The Melio affiliate program is provided by PartnerStack and all payments are made through them. Melio approves all payments by the 7th of each month and payment is available via PartnerStack by the 13th of the following month. For more information about payments please read this article.

Of course! You can promote Melio’s platform organically through your website, forum, blog and personal social media profiles. However, promoting Melio through paid advertising is not permitted. This includes Facebook, Google, YouTube, Twitter, LinkedIn, Quora, Taboola, etc. Coupon promotions of any kind are also prohibited.

Once you join the program, you’ll have access to your personalized dashboard, where you’ll have access to your stats and our marketing tools.

For questions about the payout amount (or any other questions about the affiliate program), you can:

  • Reply to any of the affiliate program emails you received from Melio.
  • Open the drop-down menu on the top-right corner of your PartnerStack dashboard (next to your user name), and click on “Contact Melio”.

The short answer is, you both get paid. Here’s how it plays out:

  • If an affiliate refers an accountant, the affiliate gets a $500 commission after the accountant adds a client and the client makes their first payment through Melio. 
  • Afterwards, if the accountant adds more clients, they’ll be entitled to a $100 commission for every client added, limited to 10 users (ex. Client #2-#11).
  • A referral can only count towards one promotion. In any case of overlapping Melio promotions, you are only entitled to one reward. For more information see our terms and conditions.

You can but you won’t be rewarded for it. You can’t use your own affiliate link and you will not be entitled to any reward if you refer yourself.

All referrals must sign up through your unique affiliate link. To ensure your referrals count and you get rewarded, please make sure they use your personal link.

 

Important:  It’s crucial that your referral signs up via your affiliate link.

Please note, if your referral signed up via any other source, they won’t be considered as your referral, and you will not be entitled to any reward.

Only new users, who don’t have a Melio account count as successful referrals. If the user you referred already has a Melio account, your referral won’t count.

No. Sending the affiliate link will qualify as a referral only if the accounting professional you send the link to is from a different firm/business. You won’t be entitled to a reward for any members of your own firm/business joining Melio.

The link is in effect for 90 days from the date it has been clicked on. In order to count as a referral, the conditions mentioned above need to be met within the 90-day time limit.

The link is in effect for 90 days from the date it has been clicked on. For the referral to count as successful, all conditions (including the first payment) need to be met within the 90-day time limit. Therefore this referral won’t count and you won’t be rewarded for it.

PartnerStack, the platform Melio uses for the affiliate program, issues tax forms through its payout providers (Stripe and PayPal). For more information on getting your 1099, please read this article.