Record a won customer, bonus, and tip

1. 1In Requests, find a completed request that has not already been converted.
2. 2Choose Became a customer.
3. 3Enter the actual deal value, review the default conversion bonus, and optionally add a tip.
4. 4Check the reference’s net amount and the business total, then confirm.
5. 5Review Conversion records & receipts in Payouts and download the record if needed.

Combined fees apply to the gross conversion bonus: 15% platform, 3.5% transaction, and $0.50 processing. The reference receives 100% of a tip.

The business pays an additional 3.5% processing surcharge on the tip, rounded to cents. A $50 bonus plus $25 tip gives the reference $65.25, adds $0.88 tip processing, and costs the business $75.88 total.

The conversion records the closing rep and deal value, creates separate bonus/tip records, notifies the reference, and updates revenue reporting.