Invite companies with your referral link

“Plan & billing” carries a referral link of your own. This article covers sharing it, having a company sign up from the code, and reading how your referrals are going. The reward text on that screen is the official one.

1. Share the referral link

Important: The reward terms — the free period for the referred company, the discount for the referring company, and its cap — are exactly as written in the referral block of “Plan & billing”.

1. Open “Plan & billing” from “Manage” and scroll to the referral block.
2. “Your company's referral link” shows your link. There is one per company, reusable any number of times.
3. On a phone, “Share referral link” opens your device's share sheet so you can pick an app.
4. Select “Copy link” to copy it, and “Copied” appears. “Share on LINE” and “Share by email” open a message with a greeting written in.
5. Progress sits under “Referral status” in the same block: companies signed up, subscribed and rewarded, plus how many rewards are left this year.

The link and the progress showing means you are done.

2. Have a company sign up from the code

1. A company that does not open your link selects “Have a referral code?” while setting up their report space.
2. They enter the code at the end of your referral link into “Referral code (optional)” and register.
3. Once registered, they start with the referral reward applied.

Your block counting one more signed-up company means you are done.

If it does not work

• The link will not copy — when “Copied” does not appear, select the link on screen and copy it by hand.
• You referred someone but the count is flat — it rises only after they register a company from your link or code, never for a company already registered elsewhere.
• No reward — it arrives after the referred company starts a paid plan. When “pending” shows, the note beside it gives the reason (applied once your subscription starts, or this year's limit is reached). You cannot refer your own company.
• “Under review” shows — the referral needs a check, for example because the company pays with the same payment method as yours. We may apply the reward after review; it then arrives automatically at the next billing. A referral confirmed as not eligible shows as “not eligible” and gets no reward.
• The trial ended and the screen is locked — subscribing restores it. See The free trial has ended.

FAQ

• Is there a limit on referrals? — The text in the referral block of “Plan & billing” is the official one.
• When does the reward arrive? — After the referred company starts a paid plan.
• Can I refer my own company? — No. Rewards may be revoked where abuse is found.
• When is a reward revoked? — When the referred company's payment is refunded or disputed with their card issuer within a set period; the referral block states the period. The revoked amount is added to your next invoice.
• Can I refer a company that pays with the same card as mine? — Referrals paid with the same payment method don't qualify. The referral block shows them as “under review”, and we may apply the reward after review.
• Does the link change? — No, it is fixed per company. Share the same one with as many people as you like.

Read next

• Check your trial days and add a payment method
• Billing, data and account FAQ