Track referral growth with a personal referral link, status-based referral history, and reward credit totals for each qualifying referral.
Every account includes a referral link and referral code that can be copied directly from the referral dashboard and shared with prospects.
Track referrals through pending, qualified, rewarded, and disqualified stages with key eligibility dates visible in one table.
Review rewarded referral credits, totals by currency, and earned reward count from the same referral summary workflow.
Use it when an account needs a personal referral code and link that can be copied from the referral dashboard.
Use it when referrals need to be tracked through pending, qualified, rewarded, and disqualified statuses.
Use it when credited referral rewards and reward counts need to be summarized by currency.
Use your account referral link or code in outreach channels where you invite new users.
Monitor each referral row as it moves through qualification and reward stages.
Check credited referral rewards to understand referral-driven account value over time.
Combine Client Referral Tracking for Small Business with these workflows inside Invoice Master.
Track potential customers as leads, move opportunities through deals, schedule CRM activities, and keep sales work connected to invoicing history.
Run end-to-end invoicing for small business with quotes, recurring billing, payment collection, reminders, and connected client records.
Manage boards, columns, and recurring task rules so your team can track delivery work and keep invoicing operations on schedule.
Yes. Each account receives a personal referral code and referral link in the referral dashboard.
Referrals are tracked as pending, qualified, rewarded, or disqualified.
Yes. Rewarded referral credits are summarized with totals by currency.
Open your account, configure your billing workflow, and keep related client work connected.
Use these grouped links to move from this feature into payment, preparation, client, and operations workflows.
Send invoices, collect payments, automate reminders, and support repeat billing.
Quote the job, track time, manage project billing, and capture expenses before invoicing.
Keep CRM, portal access, public sharing, and referrals connected to client billing.
Organize tasks, inventory context, and exports around invoice and client records.
