Getting started

How to refer a friend to easySales and get account credit

How to refer a friend to easySales and get account credit

Share your referral link, follow the accounts that sign up through it, and see how the credit you earn lowers your subscription.

How the referral programme works

Recommend easySales to another online seller and get account credit when they start paying. Open it from Settings → Account → Referrals. Only the account owner sees this page.

  1. You create your referral link.
  2. Your friend opens the link and creates their easySales account.
  3. When your friend pays their easySales subscription by card, you receive credit worth one month of their plan.
  4. The credit lowers your own subscription payments.

Three things to know first:

  • Your friend must sign up straight from the link. The referral is recorded only if they open your link and create their account right away, in the same browser. If they sign up later, on another device or in another browser, the referral is not recorded and cannot be added afterwards.
  • You receive credit, not money. It is used for your easySales subscription.
  • Your friend pays their plan as usual. The programme rewards you, not the account you refer.
The Referrals page: Balance and Reserved balance, the referral link with the copy, e-mail and delete buttons, and a list of three referred accounts with their e-mail address, the status Registered or Paid and the Received balance.
Your link, your credit and the accounts you referred.
  1. Press Create referral code. The page shows your link.
  2. Share it: copy it with the first button, or send it by e-mail with the envelope button.
  3. The bin deletes the code.

Accounts still in their free trial cannot create a referral code. The button works once your subscription is paid.

Follow your referrals

The table lists every account that signed up through your link:

Status Meaning
Registered Your friend created their account through your link but has not paid by card yet.
Paid Your friend paid their subscription by card. Received balance shows the credit you got.
What the list shows

How the credit is used

  • Balance is the credit you have collected and not used yet.
  • Reserved balance is credit already set aside for your next subscription payment. Your next card payment is lowered by that amount.
  • The invoice of that payment shows your full plan and a Referral discount line for the credit used.
  • If you have more credit than one payment, the rest stays in Balance for the next ones.
📖
Read next
How to manage your easySales subscription: plans, card payments, invoices and cancelling
Choose or change your easySales plan, keep your card up to date, find your invoices, and see what happens when a payment fails or you cancel.
→

When something does not look right

Symptom What to do
My friend signed up but is not in my list They did not create the account straight from your link in the same browser. The referral cannot be added afterwards.
My friend is Registered but I did not get any credit The credit comes when your friend pays their subscription by card.
"Users in free trials can't create referral code" Pay your subscription first, then create the code.
My old link no longer works The code was deleted. Create a new code and share the new link.
My card was charged the full amount Check Reserved balance: only the reserved part lowers the next payment, and only for card subscriptions.
A team member cannot find Referrals Only the account owner sees the page.
Common problems

Frequently asked questions

Account credit worth one month of your friend's plan, when your friend pays their subscription by card. The credit lowers your own subscription payments.

No. Your friend pays their plan as usual; the credit goes to you.

No. The referral is recorded only when your friend creates the account straight from your link, in the same browser.

No. The credit is used only for your easySales subscription payments made by card.

Accounts in their free trial cannot create one. It works once your subscription is paid.

The link stops working. A new code gives you a new link; the accounts already in your list stay.

Was this guide helpful?