Partner referral FAQs

About Xero's referral programme

Can I get 50% off on client subscriptions that my practice owns?

The Xero Partner to Client discount of 50% off for 6 months only applies for organisations who own their subscription and pay for Xero directly, i.e. the subscriber is the client. If your practice owns the organisation's subscription, the standard partner discount rates apply, based on your current partner tier or what has been agreed with your Xero Account Manager. Learn more below or contact your dedicated Xero Account Manager (you’ll find their name and contact information within Xero HQ).

Learn more

The Xero Partner to Client discount of 50% off for 6 months only applies for organisations who own their subscription and pay for Xero directly, i.e. the subscriber is the client. If your practice owns the organisation's subscription, the standard partner discount rates apply, based on your current partner tier or what has been agreed with your Xero Account Manager. Learn more below or contact your dedicated Xero Account Manager (you’ll find their name and contact information within Xero HQ).

Learn more

If a client accepts the offer, what does it mean for my partner points?

You can earn partner points for bringing clients onto the Xero platform. The amount of points differ depending on the type of billing relationship you have with your client. If you successfully refer clients using your unique referral link and they invite you in –– you’ll earn three points on Starter, Standard, Premium and 5 points for clients you refer who purchase the Ultimate plan.

Find out more about partner points

You can earn partner points for bringing clients onto the Xero platform. The amount of points differ depending on the type of billing relationship you have with your client. If you successfully refer clients using your unique referral link and they invite you in –– you’ll earn three points on Starter, Standard, Premium and 5 points for clients you refer who purchase the Ultimate plan.

Find out more about partner points

Is there a limit to how many clients I can refer?

No, there is no limit to the number of clients you can share your unique referral link to. If you want to free up time and allow your clients to setup wizard themselves – you’re more than welcome to place your unique referral link (which will look like something like this – https://refer.xero.com/xxx) within your onboarding material for new clients. Reminder, To generate your referral link: 1) Visit the Refer a client page on the Xero website and click Refer a client. 2) Sign up with PartnerStack and accept their Terms of Service to set up your Xero referral profile. 3) Share your unique link with your clients. 4) Make sure they fill out their details via your link to receive their discount.

Visit our refer a client page

No, there is no limit to the number of clients you can share your unique referral link to. If you want to free up time and allow your clients to setup wizard themselves – you’re more than welcome to place your unique referral link (which will look like something like this – https://refer.xero.com/xxx) within your onboarding material for new clients. Reminder, To generate your referral link: 1) Visit the Refer a client page on the Xero website and click Refer a client. 2) Sign up with PartnerStack and accept their Terms of Service to set up your Xero referral profile. 3) Share your unique link with your clients. 4) Make sure they fill out their details via your link to receive their discount.

Visit our refer a client page

Does the discount apply to all business edition plans?

Yes. This offer is only available to organisations new to Xero that are based in the UK. Offer available until 11:59pm on 31 March 2023. Discount applies to base Starter, Standard, Premium and Ultimate plan subscriptions only. Offer cannot be used in conjunction with any other plan offer and cannot be exchanged for any other Xero offer. At the end of the offer period, the plan will be charged at Xero’s standard rates.

Yes. This offer is only available to organisations new to Xero that are based in the UK. Offer available until 11:59pm on 31 March 2023. Discount applies to base Starter, Standard, Premium and Ultimate plan subscriptions only. Offer cannot be used in conjunction with any other plan offer and cannot be exchanged for any other Xero offer. At the end of the offer period, the plan will be charged at Xero’s standard rates.

Does 50% off apply to add ons, such as Xero Payroll and Expenses?

No, 50% off for 6 months only covers the base Xero Business Edition plan – not the adds on like Expenses and Payroll. Most optional add-ons have a free period and information for each add on can be found on the Xero pricing plans plage.

View our Xero pricing plans

No, 50% off for 6 months only covers the base Xero Business Edition plan – not the adds on like Expenses and Payroll. Most optional add-ons have a free period and information for each add on can be found on the Xero pricing plans plage.

View our Xero pricing plans

How will I be know that my client has accepted my referral link?

Xero’s referral programme is powered by PartnerStack. This platform comes with a comprehensive dashboard and built-in reporting capabilities. You can view the total number of clicks your links have generated. You won’t be notified when a client has created their Xero account until they invite you in as a user. More information on how your clients can invite you in can be found below.

Add a new user to your organisation

Xero’s referral programme is powered by PartnerStack. This platform comes with a comprehensive dashboard and built-in reporting capabilities. You can view the total number of clicks your links have generated. You won’t be notified when a client has created their Xero account until they invite you in as a user. More information on how your clients can invite you in can be found below.

Add a new user to your organisation

What if I already have another promo from my account manager?

The client referral programme is a tool so you can provide your clients with an exclusive offer when they are the ones owning the billing relationship. If you want to own the billing relationship (ie you as the partner being the subscriber of your clients Xero subscriptions) then please contact your Account Manager for the best deals they can provide you.

The client referral programme is a tool so you can provide your clients with an exclusive offer when they are the ones owning the billing relationship. If you want to own the billing relationship (ie you as the partner being the subscriber of your clients Xero subscriptions) then please contact your Account Manager for the best deals they can provide you.