Refer companies
Create draft workspaces for companies you refer—capture company details, GSTIN, PAN, and compliance settings before onboarding begins.
Channel partner program
Refer customers and manage billing on GlanceWise
Apply to become a channel partner, onboard referred companies, set pricing, and track subscriptions and commissions from a dedicated partner portal.Owner invitations
Invite company owners by email with a personal message. Resend invites and track acceptance from the customer detail view.
Pricing & payment
Assign plans, apply partner discounts, and choose who pays—your firm or the customer. Confirm pricing and collect payment via Razorpay.
Billing & commission
View assigned plans, subscription status, commission details, and payment history—with invoice downloads for every transaction.
Partner dashboard
Track total, active, draft, and awaiting-payment customers at a glance. Monitor onboarding phases and lifecycle status for every referral.
Activity audit log
Review a full audit trail of actions on your referred companies—filter by action, company, and date range for complete visibility.
How the partner program works
1. Apply
Submit your channel partner application with company and compliance details. Verify your email to complete the first step.
2. Get approved
GlanceWise reviews your application after email verification. You will receive an email when your partner account is approved.
3. Refer customers
Create draft companies in the partner portal, set pricing, and invite owners to activate their workspace.
4. Track & bill
Monitor onboarding progress, manage subscriptions, and view commission and payment history from your portal.
Already a partner? Sign in to your portal. New to the program? Apply to get started.