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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 be a Melio affiliate! Whether you have a top ranked site or just want to refer your friends, anyone can earn for referring new customers to Melio.

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

Melio offers three different subscription plans for your referrals, each with its own terms for earning a reward. Here’s a breakdown of the terms*: 

 

Refer a new business to Melio and earn $300-$400.

 

Earn $300 for referring a new business that signs up to Melio Go (free plan).

Terms: 

  1. Your referral must sign up through your affiliate link.
  2. Your referral should complete at least $2,000 in credit card, international, or fast payments within their first month. 

 

Earn $300 for referring a new business that subscribes monthly to Melio Core/Boost.

Terms: 

  1. Your referral must sign up through your affiliate link.
  2. Your referral doesn’t cancel their subscription before the end of the free trial.

 

Earn $400 for referring a new business that subscribes annually to Melio Core/Boost.

Terms:  

  1. Your referral must sign up through your affiliate link.
  2. Your referral doesn’t cancel their subscription before the end of the free trial.

 

Refer an accountant or bookkeeper to Melio and earn $600.

Terms: 

  1. Your referral must sign up for Melio through your affiliate link.
  2. Your referral must add at least one new client.
  • The client must subscribe to a monthly plan of Melio Core or Boost, and not cancel their subscription before the end of the free trial.

Melio’s Affiliate program is provided by Parnterstack, here’s a link to sign in to your affiliate’s dashboard.

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 (X), 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”.

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 subscription) need to be met within the 90-day time limit. Therefore this referral won’t count and you won’t be rewarded for it.

No, Accountants would not be eligible to any kind of reward for referring their clients to Melio via the affiliate program.

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.