Partner Resources

Partnering for Success

Add value to your client engagements, and more revenue to your bottom line, without adding any cost or hassle.

Here Every Step of the Way

You can offer custom Sage Intacct development and purpose-built applications like BTerrell SmartEFT™, BTerrell Smart Billable Expenses™, and Xe Global Business Payments™ with confidence. We’ve created helpful tools so you can start having conversations with your clients and prospects today about customizing their environments and getting even more value from Sage Intacct. We’re also available to attend appointments with your clients and partner with you on client discovery calls, project planning, and more.

3 Types of Commission Structure

Base Referral

Earn a one-time, 25% referral fee when the referred client signs a new contract. 

This basic offer provides a straightforward reward for successful introductions but does not include any recurring commissions, bonuses, or additional partnership benefits.

Partnership Agreement

New Contract Commissions: Earn a 25% commission on every new contract signed through your referral, recognizing your role in our growth.

Recurring Commissions: Earn a 20% recurring commission on all renewal contracts—new and existing—providing you with ongoing revenue as your referred clients stay with us.

Annual Bonus Incentives: Boost your earnings with our tiered bonus structure based on the total contract value generated by your referrals within a calendar year:

  • $5,000 – $10,000: Earn an additional 5% bonus paid at year-end.
  • Above $10,000: Qualify for a 10% bonus paid at year-end.

Requirement: 1 referred new client who signs up with us each calendar year.

Premium Partnership Agreement

A flat 35% commission on new contracts and a 35% recurring commission when they renew.

Requirement: 5 referred new clients who sign up with us each calendar year.

Resources

BTerrell SmartEFT Resources & Documents

BTerrell SmartEFT™ Web Page

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Explore the Web Page and learn more about BTerrell SmartFX.

BTerrell SmartEFT™ Fact Sheet

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Learn more info about BTerrell SmartEFT from Fact Sheet.

BTerrell SmartEFT™ Custom Remittance Fact Sheet

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Learn more info about BTerrell SmartEFT Remittance Advice from Fact Sheet.

BTerrell SmartEFT™ Price List – U.S. Dollar (USD)

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Unlock the USD Price List of BTerrell SmartEFT for full potential of Sage Intacct with our Custom Development capabilities.

BTerrell SmartEFT™ SOW

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Learn the scope of services and deliverables that BTerrell Group’s Professional services organization will provide to you from Statement of Work (“SOW”).

BTerrell SmartEFT™ Project Plan & Implementation Workflow

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Learn more about BTerrell SmartEFT project plan and implementation workflow.

Canadian Bank EFT File Specification Examples

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Learn more about the Canadian Bank EFT File Specification Examples.

BTerrell SmartEFT™ AP User Guide

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Learn more about the BTerrell SmartEFT AP User Guide.

BTerrell SmartEFT™ AR User Guide

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Learn more about the BTerrell SmartEFT AR User Guide.

BTerrell SmartEFT™ Employee Expense User Guide

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Learn more about the BTerrell SmartEFT Employee Expense User Guide.

BTerrell Smart Billable Expenses Resources & Documents

BTerrell Smart Billable Expenses™ Web Page

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Explore the Web Page and learn more about BTerrell Smart Billable Expenses

BTerrell Smart Billable Expenses™ Fact Sheet

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Learn more info about BTerrell Smart Billable Expenses from Flyer.

BTerrell Smart Billable Expenses™ Price List

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Unlock the price list of BTerrell Smart Billable Expenses.

Xe Global Business Payments Resources & Documents

BTerrell SmartFX™ Fact Sheet

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Learn more info about BTerrell SmartFX from Fact Sheet.

Xe Global Business Payments External Authorization Access Guide

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Learn more info about Xe Global Business Payments External Authorization Access Guide.

Xe Global Business Payments Sage Intacct Configuration Guide

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Learn more info about Xe Global Business Payments Sage Intacct Configuration Guide.

Xe Global Business Payments Sage Intacct Permissions Guide

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Learn more info about Xe Global Business Payments Sage Intacct Permissions Guide.

Xe Global Business Payments Sage Intacct Transaction Guide

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Learn more info about Xe Global Business Payments Sage Intacct Transaction Guide.

Xe International Payment Guide

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Learn more info about Xe International Payment Guide.

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