Business contractsAgreement
Referral agreement template
Pay partners for introducing customers, without arguments about who referred whom: define a qualified referral, the fee and when it is earned, and how referrals are registered.
Opens in the Salsox editor with 6 signing fields already placed for Company and Referral partner. Add their emails and send. The free plan sends 3 documents a month.
Who signs
- Company (you)
- Referral partner
Preview
Referral Agreement
This Referral Agreement is made on 12 November 2026 between PayFlow Africa Ltd (the "Company") and BrightBooks Accounting (the "Partner").
1. Referrals
The Partner may introduce prospective customers for PayFlow's payroll software for small businesses. A "Qualified Referral" is a business not already in PayFlow's sales pipeline, registered by the Partner through the referral form, that signs a paid plan within 90 days of registration.
2. Registration
The Partner registers each referral before the prospect is contacted by the Company. The Company confirms within five working days whether it accepts the registration. If two partners register the same prospect, the earlier accepted registration counts.
3. Commission
For each Qualified Referral, the Company pays the Partner 20% of the customer's subscription fees received in the first 12 months. Commission is calculated on amounts actually received, excluding taxes and refunds.
4. Payment
Commission is paid quarterly, within 30 days of each quarter end, with a statement.
5. Conduct
The Partner will describe the Company's products accurately, make no promises on its behalf, and follow any brand guidelines the Company provides. The Partner is an independent party, not the Company's agent, and cannot bind the Company.
6. Term and termination
This Agreement lasts one year, renewing automatically. Either party may end it with 30 days' written notice. Commission on Qualified Referrals registered before termination continues for the rest of its commission period.
Partner initials: Initials · Referral partner
7. General
Each party keeps the other's confidential information private. This Agreement is governed by the laws of Ghana and may be signed electronically.
Signatures
Company: PayFlow Africa Ltd Signature: Signature · Company Date: Date · Company
Partner: BrightBooks Accounting Signature: Signature · Referral partner Date: Date · Referral partner Name: Name · Referral partner
These templates are general starting points, not legal advice. Laws differ between countries and states: check that a template suits your situation, or ask a lawyer, before you rely on it.
About the Referral agreement template
Referral partnerships work when credit is clear. Accountants refer clients to software, agents refer buyers to lawyers, consultants refer projects to each other, and the friendship can sour fast over a fee nobody defined.
This template makes credit mechanical. A referral counts only if the partner registers it first and the customer was not already in your pipeline, and it must convert within a set window. The commission is a percentage of money actually received, for a fixed period, paid on a schedule with a statement. If two partners claim the same customer, the first registration wins.
It also protects your brand: partners describe your product accurately, do not make promises on your behalf, and are independent, not agents. Commissions earned before termination are still paid. Sign it through Salsox and start registering referrals the same day.
- Signers
- 2
- Signing fields placed
- 6
- Details to fill in
- 10
How to use this template
Open it in Salsox
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Fill in the details
Type your details into each blank, or start from the sample to see how it reads. Save it as your own template to reuse it.
Add signers and send
The editor already has every signature, date and initials field in place. Add each signer's email and send; they sign on their phone, and everyone gets the sealed copy with its audit trail.
Used in
Questions
What is a qualified referral?
One that meets the conditions in the agreement. Here: a new prospect, registered by the partner before you were in contact, who buys within a set period.
How are referral commissions usually calculated?
As a percentage of revenue received from the customer, for a fixed period such as the first year, or as a flat fee per customer. Base it on money received, not invoiced.
Are commissions paid after the agreement ends?
This template pays commissions earned on referrals registered before termination, for the rest of their commission period, which most partners expect.
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Send it for signature in minutes
Start from this template in Salsox: fill in the blanks, add your signers and send by email, WhatsApp or SMS. Signers sign one field at a time on their phone, and you can collect a payment in the same step.