Recharge Agency Partner FAQs

This article refers to the Recharge Agency Partner Program covering common questions about the Partner Portal (Lasso), revenue share timelines and eligibility, tiering, and other questions. 

Referrals

• What are the stages for my lead?
• Do leads expire?
• How do I submit a referral?
• I am unable to submit a referral/lead in my Partner account
• Why was my referral marked as rejected?
• Why was my lead marked as closed lost in my partner account?

Revenue share

Partner revenue share earnings are sometimes referred to as "commission" or “partner payouts”.

• How does revenue share work and what is the timeline for revenue share payouts?
• Revenue Share Timeline
• A merchant is shown as closed won but I haven't gotten paid yet
• I completed an implementation project before I joined the agency parter program. Can I get credit?
• I never got paid for a merchant I referred
• I sent a referral for a merchant who went live on the Starter plan 6 months ago. They're live but I haven't received revenue share yet

Tiering

• How is tier credit calculated?
• What counts for tier credit?

Managed GMV

• How is Managed GMV measured?
• What is my “Portfolio”?
• A merchant I work with isn't showing in my managed portfolio. Why?

Partner Portal

• I need help with my partner account

Partner Directory 

• How does my partner directory profile get published? How do I get published?
• How can I get more referrals through the directory?

Product Resources

• Where can I go to learn about new products/features, subscription best practices, and the partner program?

What are the stages for my lead? 

Lead progress is displayed in stages on your Partner Dashboard. Potential lead stages are as follows:

• Open - The team is reviewing your lead and will communicate an acceptance/rejection decision within ~10 business days of submission.
• Accepted - Lead meets our rules of engagement or qualification standards.
  • Merchant must be new to Recharge (not a current customer).
  • Lead must precede any conversation or outreach to our sales team either by the merchant or another source of the lead.
  • If multiple partners provide the same lead merchant at the same time, the first partner to successfully introduce the merchant will have their lead qualified. All others will be marked closed lost or rejected.
  • Lead must be submitted via your partner account on Lasso.
• Qualified – Merchant opportunity is sales accepted, and within the 90-day qualification window.
• App Installed - Not Yet Processing (For Starter Plans only).
  • Recharge app has been installed but merchant has not accepted billing terms and paid first invoice.
• Closed Won 
  • Starter Plans: Merchant accepted billing terms and completed their first paid invoice.
  • All other plans: Merchant signs an order form with Recharge.
• Closed Lost – Merchant did not proceed with Recharge.
• Expired – Referral did not progress within the 90 day qualification window.
• Rejected - Referral did not meet our rules of engagement or qualification standards.

Do leads expire? 

For Plus or Custom, partner lead referral forms will expire if the lead is not sales-qualified within 90 days from submission. After the 90 days, the lead referral form can be resubmitted for eligibility if you're still working with the merchant.

For Starter plan referrals, the merchant has 90-days to begin processing. After the 90 days, the lead referral form can be resubmitted for eligibility if you're still working with the merchant.

How do I submit a referral? 

All referrals need to be submitted in your Partner Dashboard in order to be considered for revenue share. For help on how to navigate your partner account on Lasso, please visit the Lasso help page.

I am unable to submit a referral/lead in my Partner account 

Please see Lasso’s help section in your partner account, for details on how to submit leads.

Why was my referral marked as rejected? 

There are a few potential reasons the referral is unqualified with most following into the first two categories:

• It came in through another lead source first (directly to our sales team, from another partner, or another source).
• The merchant referral is already a Recharge customer. Upgrades and renewals are not eligible for revenue share at this time.

Why was my lead marked as closed lost in my partner account?

Per our policies, there are a few reasons that your lead was marked as Closed Lost:

• The lead did not become a Recharge customer. This could be because they failed to launch after they signed their contact or the deal was lost in the sales cycle.
• If the merchant was launching on the Starter plan, the merchant did not accept our Recharge billing terms.

How does revenue share work and what is the timeline for revenue share payouts? 

Revenue share is considered for introductions to merchants who are not customers of Recharge at the time of the intro. For referrals that qualify, Recharge shares a % of revenue from the merchant’s invoices with the referring partner. For information on revenue share, please refer to your signed partnerships agreement or our general partner terms. 

We post revenue share in the partner portal within approx. 45 days after the end of each calendar month for that month’s paid, merchant invoices. Once a revenue share invoice is added to your partner account, it will generally be available for withdrawal within ~15 days. A partner will not be eligible for payment of revenue share for a given month if all required documentation and/or information with respect to that partner and/or a qualified merchant is not provided to Recharge prior to the conclusion of the respective payout period. This includes completing the setup of the Partner portal (on Lasso) and accepting the Recharge terms.

Revenue Share Timeline

Through our switch to Lasso, we've moved partner revenue share payouts to monthly.

*US Federal and Bank holidays may delay payment 

A merchant is shown as closed won but I haven't gotten paid yet

There will generally be a delay from when a merchant is “closed won” in Lasso to when we receive payment from the merchant for their invoice. A merchant will show as “closed won” in Lasso once the merchant has completed the sales process (signed contract or order form) and completed the required launch steps. 

After that, a merchant will begin processing with Recharge, then at the beginning of the following month, we will invoice the merchant for their processing in the previous month. After the merchant pays the invoice, we calculate the revenue share owed to partners. See Revenue Share Timeline for more details.

I completed an implementation project before I joined the agency parter program.  Can I get credit?

We require that you are already an official Recharge Agency Partner at the time the project/referral occurs in order to get revenue share. We also require that all referrals are submitted in your Partner Account prior to the merchant’s first conversation with Recharge.

I never got paid for a merchant I referred

Please note, we have a 90-day notification policy for revenue share that was not accurately attributed.

In order to appropriately and timely pay partners a commission under the Recharge Agency Partner Program, Recharge attributes Qualified Merchants (as defined in the Terms) to the referring partner agency. If a partner believes that a Qualified Merchant was not accurately attributed to their agency, the partner has 90 calendar days from the merchant’s first invoice from Recharge to notify Recharge. After this 90-calendar day period, the partner is no longer eligible to earn a commission for such merchant.

I sent a referral for a merchant who went live on the Starter plan 6 months ago. They're live but I haven't received revenue share yet

A merchant has to have paid their first Recharge invoice for the 12 month rev share window to begin. This requires that they are both processing with Recharge and have accepted our billing terms. For stores on Shopify Checkout Integration, Recharge bills directly through Shopify; however, the merchant’s store owner still needs to accept Recharge’s billing terms.

How is tiering calculated?

Tier placement is earned on either of two paths, whichever puts you in the higher tier:

• Referral / co-sell: We pull a report from our system that calculates the Annual Contract Value for all eligible referrals or co-selling opportunities (if applicable) that qualified over the past 12 months.
• Managed GMV: We calculate the average monthly Recharge GMV (net of refunds) across the stores in your actively managed portfolio over the preceding three complete months. See What is my "Portfolio"? for how the portfolio is determined.

Both placements are recalculated at the quarterly tier review. You hold the highest tier you reach for 12 months.

See tier threshold requirements on the Agency Partner Program page. You can also track progress on both paths within your partner account.

What counts for tier credit? 

Counts toward tier credit

• A prospect you refer to Recharge where the lead becomes a Sales Accepted opportunity.
• Recharge GMV across the merchants in your actively managed portfolio, on the Managed GMV path.

Does not count toward tier credit

• Referring or assisting an existing Recharge customer in upgrading to a higher product tier. The merchant's GMV is already counted if they're in your managed portfolio, but the upgrade itself doesn't add any referral credit.

How is Managed GMV measured?

Managed GMV is the average monthly Recharge GMV (net of refunds) across the stores in your qualifying portfolio, measured over the preceding three complete calendar months. It is recomputed each quarter as part of the existing quarterly tier review.

If the store is in your portfolio when tiering is calculated, the average GMV over the preceding 3 calendar months for that store will be included in your managed GMV number, regardless of when the store entered your portfolio.

What is my “Portfolio”?

“Portfolios” are Recharge’s way of recognizing the brands you actively support. A merchant counts toward your managed portfolio based on your team's observed activity within that merchant's Recharge account, specifically logins by users in your agency. A relationship qualifies as actively managed when it meets either of these engagement patterns:

• Ongoing retainer:
  • Your team has logged in within the last 90 days and in the prior 90–180 day window, or
    The relationship has spanned 180 days or longer with a recent login in the last 90 days.
• Intensive project:
  • Five or more distinct users from your agency have logged into the account within the last 90 days.

All of this is measured automatically from your team’s logins and store activity, there is nothing for you to submit or report. Your managed portfolio and current Managed GMV are visible in your Partner Portal.

A merchant I work with isn't showing in my managed portfolio. Why?

A store belonging to a brand you work with may not appear in your portfolio for the following reasons:

• The store isn't live yet. Pre-launch and inactive stores are excluded until the store is active.
• Your work is outside the Recharge admin. Front-end or theme work done entirely in Shopify won't register as Recharge account activity.
• Your team accesses the store through the merchant's own credentials or a shared login. Only logins by users on your agency's email domain are attributable to you. Have each team member access merchant accounts through the Recharge portal using their agency email address.
• The engagement pattern hasn't been met yet. To qualify, a relationship needs either sustained activity over 180+ days with recent activity, or five or more distinct users active in the last 90 days.
• No login in the past 90 days. Recency is required, not just history. If no agency user has logged into a store in the last 90 days, it stops counting toward Managed GMV until activity matches our engagement pattern.

If a merchant still looks wrong after checking the above, contact your Partner Manager.

I need help with my partner account

As of March 15th, 2026, we no longer use PartnerStack. If you are a registered partner in our agency partner program and did not receive an invite to Lasso, contact the Partnerships team.

If you are having platform issues with Lasso, please refer to their help articles.

How does my partner directory profile get published? How do I get published?

To get published, create your directory profile in your Partner Portal. Profiles are reviewed before publication and partners will be notified via Lasso once their profile is live.

How can I get more referrals through the directory? 

Make sure your page is up to date. 

Where can I go to learn about new products/features, subscription best practices, and the partner program?

Recharge offers several ways to learn more about our platform and its features. 

• Merchant HQ has links to webinars, product roadmaps, and changelogs
• If you are actively building, start with Recharge’s Onboarding docs
• The Developer Hub provides API and SDK documentation
• Use Recharge’s comprehensive support documents for deep dives into most product-related questions
• Contact Recharge’s technical support if you run into any roadblocks