#caio-referral

1 messages · Page 1 of 1 (latest)

outer anvil
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hello, how does this work:

the customer who referred receives 4% of the value of the purchase made.
Are you giving some credit balance back to the Customer? A refund? money in their bank account? something else/

rocky tiger
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It is actually a system of donations for students, if the donor registers through a referral, 4% of the donation amount will have to be transferred to the person who referred him.

outer anvil
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will have to be transferred to the person who referred him.
like transferred to their bank account right?

rocky tiger
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correct

outer anvil
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yeah so that is a bit complex

you need to make each of your Customers a Connect account, meaning you have to onboard them on to Connect (most likely Connect Express)

then you can use the Destination Charge fund flow to make payments from Customer 1 but also transfer 4% to Customer 2 as part of that payment

rocky tiger
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then I would use this flow, correct?

outer anvil
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correct

rocky tiger
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I also have Stripe and Plaid integrated for ACH Bank, to do the SPLIT would also be the same process. Is that correct?

outer anvil
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correct, it would still be a Destination Charge