Connect your revenue
For Lasso to pay a partner the right commission, it needs to know how much a referred deal is actually worth. Revenue sources connect Lasso to where that money is tracked, your billing system, so a closed referral links to the customer it became and the revenue behind it flows in on its own.
Where revenue comes from
You point Lasso at the systems your revenue lives in, such as Stripe, Chargebee, or Shopify. Once connected, Lasso can read the invoices or transactions tied to a referred customer and use them to work out what each partner has earned, so commissions reflect real revenue rather than estimates.
Deals link to customers automatically
The tedious part of partner accounting is matching each closed referral to the right customer record. Lasso does this for you: when a referral closes won, it finds the matching customer in your billing system (by an email, domain, or other identifier you’ve told it to use) and links them. From then on, the revenue from that customer is attributed to the referring partner without anyone matching invoices by hand.
If Lasso can’t find a confident match, it tells you, so you can link it manually instead of guessing.
Billed revenue or revenue you’ve been paid
Most sources track what your billing system has invoiced. For marketplace revenue, where what you’re actually paid differs from what was billed once the marketplace takes its fees and refunds, Lasso can work from the payout file instead. On Shopify, you can upload your Partner Earnings file each month and have Lasso credit that settled revenue to the right partners, so commissions reflect money you’ve genuinely received.
You decide the order and the history
When you have more than one revenue source, you set the order Lasso tries them in, so the most likely match is checked first. You can also set the date a source starts pulling revenue from.
Revenue sources are set up with your billing systems as part of your account configuration. If you’d like to connect a new source, your account manager can help.
Set it up
The full walkthrough, covering connecting a billing system, setting up automatic matching, ordering your sources, choosing a start date, and uploading settled marketplace revenue, lives in your Lasso account.