Your Referral partner account has, on its own record, two fields the Platform’s staff can configure: a commission Percentage and validity Months (0 = indefinite). If nothing else was indicated when you signed up, the default value is 20% for 12 months.
At the exact instant one of your referrals verifies their email (section 2), the system copies the % and months in effect at that moment and saves them as a “snapshot” of THAT specific referral — not a reference to your account’s current value.
Important — Changing your commission never rewrites what’s already frozen
If staff raises or lowers your percentage afterward, that change only affects referrals that sign up from that point on. Referrals that already existed keep the % and months they had the day they verified their email — forever. This guarantees that a commission you already agreed on with a customer you brought in a while ago never gets “trimmed” retroactively.
The validity months define that referral’s commission window: it counts from the first invoice that customer actually pays (section 5) — never from sign-up or email verification — for the number of frozen months. With 0 months, the window is indefinite — the referral keeps generating commission as long as they stay signed up, with no cut-off date.
Note — The clock starts with the first payment, not the sign-up
While that customer is in their free trial — or any time before they’ve paid any invoice — their status is Active (section 4) and their months window hasn’t even started counting: a long trial doesn’t “eat into” the partner’s commission months. As soon as that first paid invoice arrives — by Stripe or by a manual payment on record, section 5 — the system fixes that date forever as the window’s starting point; the sign-up date and the email verification date stop mattering for this calculation. While the window hasn’t started, the “Window until” column in your Referrals table shows “Starts with their first payment” instead of a date (section 4).