Partner Referral Program Terms and Conditions

1. Overview

The OnPay Partner Referral Program 2025-26 (“Program”) offered by OnPay, Inc. (“OnPay”) has been created to reward members of our Partner Program (“Referrer”, “Participant”) for recommending us to other accountants and bookkeepers (“Referred”, “Participant”) who attend an OnPay demo and sign up for the Partner Program. It was also created to welcome these new Partners and thank them for accepting the referrer’s recommendation!

These Program Terms and Conditions are a binding agreement between you and OnPay and will govern your participation in any and all Program offers. By participating in the Program, you agree to the Site Terms and Conditions and the Site Privacy Policy. You are not authorized to participate in the Program if you do not agree to these Program Terms and Conditions in their entirety.

OnPay reserves the right to modify these Program Terms and Conditions at any time, at its sole discretion, and without notice to you. OnPay may also, in its sole discretion, change, cancel, suspend, or modify any aspect of the Program without notice. OnPay also reserves the right to disqualify any customers or prospective customers at any time from participation in the Program.

2. How the Program Works

Each Partner Program member will be able to access a unique Referral URL within their OnPay account, or enter a Participant’s email address to trigger an email invitation.

Qualified Referrals. A Qualified Referral occurs when:

1. The Referrer shares an OnPay Referral URL through e.g. email, Facebook, or any other communication means, or the Referrer submits the email(s) of Referred customers directly to OnPay via website submission form; AND
2. The Referred clicks the shared link or invitation email, and attends an OnPay Partner Program demo within 180 days of being referred.

Referral Rewards. When the Referred meets all the conditions to become a Qualified Referral and the Eligibility requirements below, both the Referrer and Referred will each receive a referral reward in two stages:

1. Demo Completion Award.
   • The Referred and Referrer will each receive $100 when the Referred attends a demo within 180 days of the referral.
2. New Client Bonus. 
   • The Referred and Referrer will each receive $200 per Active Billed Client added to the Referred’s Partner Dashboard, up to a maximum of three clients for a total potential New Client Bonus of $600.
   • This award will be paid based on the active billed client count for the Referred’s Partner Dashboard 180 days from the initial referral.

What Qualifies as an Active Billed Client? An Active Billed Client is defined as a client of an OnPay Partner who:

1. Enrolls as an organization affiliated with the Partner’s OnPay Dashboard.
2. Runs one or more payrolls.
3. Is enrolled under the primary standard pricing plan, including any Partner discounts.

For this referral reward, Qualified Active Billed Clients must have not been a previous client of OnPay to count toward the New Client Bonus.

Payments will be fulfilled quarterly by ACH payment or check. The Referrer can receive multiple payments for referring multiple eligible Referred leads that meet qualifying criteria.

Eligibility. To be eligible for participation in the Program, both the Referrer and the Referred must be at least 18 years of age. The Referred lead must attend an OnPay product demo within 180 days from the date of referral submission by the Referrer. The Referrer must still be a paying client of OnPay at the time that the Referred customer meets the eligibility terms in order to qualify for the Referral Fee. OnPay reserves the right to rule ineligible any Participant in the Program at its sole discretion.

To be eligible, the referred company must be a new client and not a current or former OnPay customer. Individuals who are an account administrator of a current OnPay account are not eligible to be referred.

Payment Conditions. OnPay will send the Demo Completion Award and New Client Bonus to the Referrer within 30 days after the end of each quarter in which the reward was earned. These payments will be combined with any standard revenue share paid out through OnPay’s Partner Program, if applicable. To receive payment, you may be required to submit a valid W-9 form and any additional information necessary to complete the transaction.

OnPay will also send the Demo Completion Award and New Client Bonus to the Referred within 30 days after the end of each quarter in which the reward was earned.

Conduct. Participants in the Program must comply with all up-to-date CAN-SPAM laws. Any distribution of your referral Participant URL that could constitute unsolicited commercial email or “spam” under any applicable law or regulation is expressly prohibited and will be grounds for immediate termination of your account and exclusion from OnPay’s Partner Referral Program. OnPay reserves the right, at its sole discretion, to prohibit any Referrer from participating in any aspect of the Program if OnPay deems or suspects that such Referrer has engaged in or has attempted to engage in any of the following: a) acting in violation of these Program Terms and Conditions; b) damaging, tampering with or corrupting the operation of the Program or Site; c) activity deemed in the sole discretion of OnPay to be generally inconsistent with the intended operation of the Program. OnPay shall be the sole determiner in cases of suspected abuse, fraud, or breach of these Program Terms and Conditions or intent of these Program Terms and Conditions.

3. Liability

Binding Effects. By participating in the Program, you agree to and are bound by the Program Terms and Conditions. If you do not wish to agree to and abide by the Program Terms and Conditions in their entirety, you are not authorized to participate in the Program.

Release. By participating in the Program, Participants release OnPay, its subsidiaries, affiliates, suppliers, advertising, and promotions agencies and their respective directors, officers, employees, and agents from any and all liability for any loss, harm, damages, cost, or expense, including, without limitation, property damages, personal injury and/or death, arising out of or in any way connected to the Program and/or the use of any Program rewards.

Indemnification. Participants agree to indemnify, defend, and hold OnPay and its representatives and agents harmless from and against any and all third party claims, demands, liabilities, costs, or expenses, including attorney’s fees and costs, arising from, or related to any breach by the participant of any of these Program Terms and Conditions or any violation by Participant of applicable law.

4. Disclaimer

Computer System. OnPay disclaims any liability for damage to any computer system resulting from participating in, or accessing or downloading information in connection with the Program, and reserves the right, in OnPay’s sole discretion, to cancel, modify, or suspend the Program should a virus, bug, computer problem, unauthorized intervention, or other causes beyond OnPay’s control, corrupt the administration, security, or proper play of the Program.

Reserved Right. OnPay reserves the right to cancel or suspend the Program should it determine, in its sole discretion, that the administration, security, or fairness of the Program has been compromised in any way. Disclaimer of Warranties: participants and prospective participants expressly understand and agree that: (a) your use of the program is at your sole risk, the program is provided on an “as is” and “as available” basis and the company expressly disclaims all warranties, conditions and terms (collectively, “promises”) of any kind, whether express or implied by statute, common law or custom, including, but not limited to, promises as to products or services offered through the use of the program, implied promises of merchantability, satisfactory quality, fitness for a particular purpose, and non-infringement; (b) onpay makes and gives no promise that (i) the program will meet your requirements, (ii) be uninterrupted, timely, secure, or error-free, (iii) the results obtained from the use of the program will be accurate or reliable, (iv) the quality of any products, services, information, or other material obtained by you through the program will meet your expectations, and (v) any errors in the service will be corrected; and (c) any material downloaded or otherwise obtained through the use of the program is accessed at your own discretion and risk, and you will be solely responsible for any damage to your computer system or mobile device or loss of data that results from the download or use of any such material.

5. Other Terms

General Terms. These Program Terms and Conditions constitute the entire agreement between Participants and OnPay concerning Participants’ use of the Program. The failure of OnPay to exercise or enforce any right or provision of these Program Terms and Conditions shall not constitute a waiver of such right or provision. The terms and conditions applicable to Participants’ use of OnPay’s services can be found at https://onpay.com/terms-of-service.

Term. The term of this Agreement will begin when you begin participating in the Program by inviting or making your URL available to potential Referred Participants and will end when terminated by either party. Either you or we may terminate this Agreement at any time, with or without cause, by giving the other party notice of termination. Notice by email, to your address on our records, is considered sufficient notice to terminate this Agreement.