Creating a Partnership in Qualy

Creating a Partnership in Qualy

In Qualy, a “partnership” refers to any agent, school, master or sub-agent, or even your sales representatives who receive commission.

There are two ways to add a partnership: by uploading a CSV file or manually creating a new one. A sample CSV file is available for download to help you understand the required fields.

How to Create a New Partnership

1. Start by creating a new partnership. Give it a name, like “Demo”.
2. Provide necessary information. To enable Qualy to send payments automatically, you’ll need to include:
   • Legal Name (required by banks and law)
   • Address (required if you want to split payments)
   • Default Commission (optional, but helpful if you have a standard commission rate)
   • ABN (Australian Business Number – for invoicing)
   • Email Address (for payment notifications)

Tip: While these fields are not mandatory to create the partnership, they are essential for automated payments.

3. Add a bank account (optional). While Qualy will request banking details from your partner when necessary, you can add them now if you already have the information. Qualy will guide you through the process, asking for details relevant to the selected currency (e.g., AUD, USD, EUR). For example, selecting Australian Dollar (AUD) will show you the required Australian bank account details.
4. Upload Documents (optional). You can store relevant documents such as contracts for better organization.
5. Add Multiple Contacts (optional). You can add multiple contacts, for example one for enrollment and another for accounting, to ensure efficient communication and payment processing.
6. Once complete , the partnership is created. You can revisit the details at any time and add information later.

Important Note: Adding a contact for the partnership will enable access to the Partner Portal.

Tip: Qualy automatically handles the complexity of cross-border payments for you. You don’t need to deal directly with banking infrastructure, foreign exchange, or settlement logistics.

Managing Existing Partnerships

You can easily update any of the information in your partnerships, including addresses, bank accounts and contacts at any time. Qualy keeps track of all the information in one place.