Track and use referral rewards

Open Settings → Rewards in the firm app to share your referral link and track firms that join through it. Rewards are in USD and become subscription credit automatically. See the referral program for current reward rates and terms.

Share your referral link

1. Open Settings → Rewards.
2. Copy Your referral link using the copy button.
3. Share the link with the firm before they sign up.

Anyone on your team can share the link and see the referral list. Only the workspace owner can see financial amounts and request a cash payout.

A referred firm appears in Your referrals during its trial. Its reward status may briefly show Pending, then Awaiting first payment. A trial does not earn rewards.

When referral rewards become credit

Each referred firm has one five-month reward window, beginning with its first qualifying paid subscription period. The first reward follows its first completed paid month. Annual subscriptions follow the same monthly reward schedule.

Each month’s reward uses the paid Core or Pro plan and billed seats at the start of that reward month. Plan or seat changes affect the following month. Added seats earn only during the remaining window.

Credits apply automatically to future Tidyflow subscription invoices. Unused credit carries forward, and the workspace owner receives an email after each credit is confirmed. No code or redemption step is needed.

Unpaid charges pause credits until payment is settled. Eligibility ends when paid access ends. Refunds or unclear billing can show Under review. Next installment (estimate) is an estimate, not a confirmed payment.

Understand your reward balances

• Total earned, USD shows confirmed referral earnings. It does not decrease when credit pays an invoice.
• Available subscription credit, USD shows unused Stripe invoice credit. It may include other billing adjustments, so it can differ from your referral earnings.

Recent activity shows confirmed credits and recorded cash payouts. If the credit balance is temporarily unavailable, refresh later. Rewards remains accessible after your subscription expires; you still need to sign in.

Request a cash payout

As the workspace owner:

1. Open Settings → Rewards.
2. Select Request cash payout.
3. Review the prefilled message in Contact support, then select Submit.

Support reviews which referral earnings remain unused before arranging a payout. Submitting the request does not transfer or reserve money. The full subscription credit balance is not necessarily available as cash.