Get paid

When a referral you sent closes and earns a reward, that money is paid out to you. Before your first payment can go through, you set up two things once: a payout method (where the money goes) and a tax form (so the payment is compliant). After that, your earnings are paid to you automatically and you can track each payment in your portal.

Two things to set up first

You need both of these in place before any payment can be sent. Until they are, your earnings are held safely and paid once you finish.

1. 1Add a payout methodAdd the bank account your money should go to, and pick the currency you want to be paid in.
2. 2Complete your tax formProvide your tax details on the right form for where you are. This has to be on file before money can be released to you.

Your portal shows you what’s still missing and links you straight to it. On your dashboard, look for a prompt about payout or tax setup, or open your profile to find these sections.

Personal vs. organization

Depending on how your program is set up, you might be paid as an individual or as a company (or both). If you’re paid as a company, an admin on your side adds the organization’s payout method and tax form once, in the organization settings. If you’re paid personally, you add your own in your profile. Your portal only shows you the setup that applies to you.

Adding your payout method

You’re paid by bank transfer, straight into your own bank account. You add your bank details once, choosing the currency you want to be paid in, and Lasso asks for the details needed for that currency and country.

If you set up more than one account, you pick which is your default. You can change or update your details later from your profile.

Getting paid in your own currency

You’re paid in the currency that suits you. That might be the same currency your program pays in, or a different one. Either way, you choose the currency you want to receive, and the conversion is handled for you at the time of payment. There’s no separate “international” setup to worry about: you pick your currency and your payout method, and your payment arrives that way.

If you’re paid in a different currency from the one the program uses, your payment details show the exchange applied, so you can always see how your amount was worked out.

Your tax form

Before money can be released, you provide a tax form. Which form you complete depends on where you’re based, and your portal guides you to the right one. You fill it in once, and Lasso keeps it on file.

If you’re in the US, you may receive a 1099 summarizing what you were paid over the year. See Taxes for partners for the common questions.

Following a payment from earned to received

Once you’re set up, here’s what happens each time a referral of yours earns a reward:

Tracking your payments

Open Payments in your portal to see everything you’ve been paid and anything on the way. Each payment shows its amount, date, and status, and which earnings it covers. Open a payment to see more detail, including the payout method it was sent to and, for a cross-currency payment, the exchange that was applied.

If a payment can’t be sent because something’s missing (usually a payout method or tax form), your portal flags it and points you to what to fix.

If a payment hasn’t arrived

Work through these in order:

• Check your setup is complete. Both a payout method and a valid tax form must be on file. Your portal shows a prompt if either is missing.
• Check the payment status. Open Payments and find the payment. Its status tells you whether it’s still being prepared, on its way, or needs something from you.
• Allow for transfer time. Once a payment is sent, how quickly it reaches you depends on your bank.
• Still stuck? Contact your program’s partner manager from the portal. They can see your payout readiness and help you sort it out.

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