How to link partner code to customer account?

Why link a customer account to a partner?

Linking a partner code to a customer account helps Frappe to track that the partner is actively servicing the customer. Revenue from such customers are also considered part of the partner contribution, which is included in the total amount considered for the tier upgrades. However, revenue from such accounts does not earn any commissions. To earn commissions, the customer has to select the “paid by partner”, but by doing so, the customer still owns their FC account, and the billing happens via the partner. In such cases, partners do not have any access to the customer account and can see limited information about their monthly invoice value.

How to link a customer account to a partner?

Step 1: Partner shares partner code with the customer

Partners can access their unique code from the PRM portal. From Partnerships > Overview tab. Partners can copy this code and send it to their customers.

Step 2: Customer adds partner code to their account

Customers can find the option to do so from Settings > Profile > Frappe Partner. Customers can update a unique partner code shared by their partner over here.

Step 3: Partner accepts the link request

The Partner receives an email notification and will be able to see the link request on the Frappe Cloud portal. Approving the link request is mandatory for the customer account to be linked under the partner’s account.

Step 4: Final approval from Frappe (not mandatory)

Final approval from Frappe is not required for all cases. But in case an old customer account is being attempted to be linked to the partner, Frappe prefers to approve to verify the details.

What changes after the partner code linking is complete

Partners will be able to see the linked customer invoices and plans in the Partnership > Contributions section