September 2023
What’s in this article?
New Referral Dashboard
When you share Anchor with your network, it truly stands as a testament to your trust in us. With that spirit, we're making it official and more rewarding than ever!
Introducing the Referrals Dashboard. Every Anchor business gets its individualized referral link, a tool to both share and reap benefits. Here’s how it works:
If someone you refer signs up using your link, they immediately earn $50 in Anchor credits.
As soon as they process their first payment, a $50 Anchor credit lands in your account.
Anchor credits directly offset your payment processing fees. So, in essence, with every successful referral, you're looking at 10 fee-free payments courtesy of Anchor!
Also, there's no cap on your earning potential. So, the more you advocate, the more you save.
Gear up and watch those credits flow!
Payments: Request Payment Method
See an agreement without payment details or one that failed verification? Just hover over and click the 'Request Payment Method' button. Instantly, your clients receive an email guiding them to the needed section.
💡 Tip: Want to send a direct link to a customer's payment page, for any other purpose (for example, if the client asked to update their payment method)? Use the 'Bulk actions' option:
Go to agreements.
Click the checkbox on the agreement to select the relevant client
Click 'Bulk actions' > 'Send'.
Note: An email will be sent to all client email addresses that show on the agreement. Emails won't be sent for terminated agreements.
