Financial Reporting
Revenue Tracking, Commissions, and Payment Processes
This guide provides Store.icu partners with comprehensive information about financial reporting, commission structures, payment processes, and revenue tracking mechanisms within the partner program.
Revenue Sharing Model
Commission Structure
Store.icu's partner revenue sharing model is designed to reward partner contributions while ensuring sustainable growth for all parties:
Standard Revenue Share Percentages
| Partner Tier | Platform Subscription | Implementation Services | Add-on Modules | Renewals |
|---|---|---|---|---|
| Platinum | 30% | 15% | 25% | 20% |
| Gold | 25% | 10% | 20% | 15% |
| Silver | 20% | 5% | 15% | 10% |
Bonus Incentives
Additional earning opportunities based on performance:
| Achievement | Additional Commission | Eligibility | Duration |
|---|---|---|---|
| New Industry Vertical | +5% on first 3 clients | All tiers | 12 months |
| Enterprise Deal ($250K+) | +3% on platform subscription | All tiers | First year |
| Migration from Competitor | +2% on platform subscription | All tiers | First year |
| Growth Accelerator | +5% on increased subscription value | Gold & Platinum | Ongoing |
| Certification Bonus | +2% across all categories | All tiers with 3+ certified team members | Quarterly |
Volume Accelerators
Progressive increases based on annual sales volume:
| Annual Revenue Generated | Additional Commission | Reset Period |
|---|---|---|
| $100,000 - $250,000 | +2% | Annual (fiscal year) |
| $250,001 - $500,000 | +3% | Annual (fiscal year) |
| $500,001 - $1,000,000 | +5% | Annual (fiscal year) |
| $1,000,001+ | +8% | Annual (fiscal year) |
Deal Registration
Process for securing commission on opportunities:
Registration Requirements
To qualify for full commission rates:
Minimum Information Required
- Client company name and address
- Primary contact details (minimum 2 contacts)
- Estimated project size and timeline
- Current platform (if applicable)
- Specific business requirements
- Project decision timeline
Qualification Criteria
- No existing Store.icu registration for this prospect
- No active engagement with Store.icu direct sales
- Prospect meets minimum revenue requirements
- Opportunity includes platform subscription
- Documented client interaction within past 30 days
Approval Timeline
- Standard registration: 2 business day review
- Contested registration: 5 business day review
- Enterprise registration: 3 business day review
Registration Validity
Timeframes for deal protection:
| Deal Size | Registration Period | Extension Option |
|---|---|---|
| $0 - $50,000 | 90 days | One 30-day extension |
| $50,001 - $150,000 | 120 days | One 45-day extension |
| $150,001+ | 180 days | One 60-day extension |
Extension Requirements:
- Demonstrated active sales activity
- Updated opportunity information
- Client confirmation of ongoing engagement
- Approval by Partner Success Manager
- Submitted at least 14 days before expiration
Registration Conflicts
Process for resolving duplicate registrations:
First Registration Priority
- First properly completed registration receives priority
- Timestamp of submission is determining factor
- Incomplete registrations do not secure priority
Active Engagement Evaluation
- Evidence of meaningful client engagement required
- Meeting records, emails, proposal submissions
- Client confirmation of active relationship
- Documented sales activity within registration period
Resolution Process
- Partner Success Managers initial review
- Channel conflicts team final decision
- Written determination within 5 business days
- Non-appealable decision in standard cases
- Executive escalation for enterprise opportunities only
Split Commission Scenarios
- Both partners actively engaged: 50/50 split
- Tiered contribution model based on documented activity
- Implementation division based on statement of work
- Platform expertise weighting for specialized modules
Eligible Revenue Categories
Types of revenue that qualify for commission:
Platform Subscription
- Base platform license fees
- User access licenses
- Environment fees (production, staging, development)
- High availability services
- Enhanced SLA fees
- Premium support packages
Implementation Services
- Store.icu professional services delivered by partner
- Partner-delivered technical implementation services
- Platform configuration services
- Data migration services
- Integration development
- Training services
- Project management
Add-on Modules
- B2B Commerce module
- Advanced Analytics
- Personalization Engine
- Global Commerce capabilities
- Marketplace Functionality
- AI-powered Search
- Advanced Promotion Engine
- Order Management System
- Content Management Advanced
Non-commissionable Categories
- Third-party software licenses
- Hardware purchases
- General consulting not specific to Store.icu
- Hosting provided outside Store.icu infrastructure
- Client-direct purchases of platform extensions
- Managed services unrelated to Store.icu platform
- Creative services not tied to implementation
Financial Reporting
Partner Portal Financial Dashboard
Comprehensive financial reporting available in the Partner Portal:
Dashboard Overview
- Real-time commission pipeline visualization
- Month-to-date and year-to-date earnings
- Historical earnings trends
- Pending commissions status tracker
- Payment forecast projections
- Performance against tier qualification targets
Available Reports
Standard financial reports accessible in the Partner Portal:
| Report | Information Provided | Update Frequency | Download Formats |
|---|---|---|---|
| Commission Statement | Detailed monthly earnings by client | Monthly (5th) | PDF, CSV, Excel |
| Client Subscription Report | Active subscriptions and renewal dates | Daily | CSV, Excel |
| Projected Revenue Report | 12-month projected earnings | Monthly (1st) | Excel |
| Transaction History | Complete historical payment record | Real-time | PDF, CSV, Excel |
| Deal Registration Status | Active registrations and expiration dates | Real-time | CSV, Excel |
| Tier Qualification Status | Progress toward next tier requirements | Monthly (1st) |
Custom Report Builder
Create tailored financial reports with:
- Client-specific revenue filtering
- Date range customization
- Product category segmentation
- Comparison period analysis
- Revenue type categorization
- Transaction status filtering
- Export in multiple formats
Reporting Schedule
Timing of financial updates and reporting:
| Activity | Timing | Availability | Notification |
|---|---|---|---|
| Commission Calculation | Monthly | 5th of following month | Email + Portal |
| Payment Processing | Monthly | 15th of following month | Email + Portal |
| Quarterly Business Review | Quarterly | 15th after quarter end | Calendar invite |
| Annual Reconciliation | Yearly | January 31st | Email + Portal |
| Tier Qualification Assessment | Quarterly | 15th after quarter end | Email + Portal |
| Tax Documentation | Yearly | January 31st | Email + Physical Mail |
Client Revenue Visibility
Access to client subscription information:
Available Client Data
Information visible to partners:
- Client subscription tier and features
- Monthly/annual subscription amount
- Renewal dates and terms
- Usage metrics (within privacy guidelines)
- Add-on module adoption
- Upgrade eligibility status
- Historical subscription changes
Client List Management
- Complete view of partner-originated clients
- Transfer client visibility request process
- Client assignment confirmation workflow
- Historical relationship documentation
- Client engagement tracking requirements
- Account protection provisions
Privacy Limitations
Restrictions on client financial data:
- Granular user data not provided
- Transaction-level data aggregated
- Client confidentiality requirements
- Data usage restrictions per partner agreement
- Local privacy regulation compliance
- Consent requirements for case studies
- Limited access roles within partner organizations
Commission Payments
Payment Process
How commissions are calculated and paid:
Calculation Methodology
Revenue Recognition
- Platform subscription: Upon client payment receipt
- Implementation: Based on project milestone completion
- Add-on modules: Upon activation and client payment
- Renewals: Upon successful renewal and payment
Adjustment Factors
- Partner tier percentage applied
- Volume accelerators calculated
- Bonus incentives added
- Split commission allocations (if applicable)
- Clawback provisions assessed
- Currency conversion at time of calculation
Verification Period
- 5-day partner review window
- Discrepancy reporting process
- Documentation requirements for disputes
- Resolution timeline commitments
- Final calculation confirmation
Payment Methods
Available payment options by region:
| Region | Available Methods | Processing Time | Minimum Threshold | Currency Options |
|---|---|---|---|---|
| North America | ACH, Wire Transfer, Check | 1-5 business days | $100 | USD, CAD |
| Europe | SEPA, Wire Transfer | 1-3 business days | €100 | EUR, GBP |
| Asia-Pacific | Wire Transfer, Regional Methods | 3-5 business days | $100 | USD, SGD, AUD |
| Latin America | Wire Transfer | 3-7 business days | $100 | USD |
| Other Regions | Wire Transfer | 5-10 business days | $100 | USD |
Payment Timeline
Standard payment processing schedule:
Monthly Commission Cycle
- Calculation period: 1st to last day of month
- Calculation completion: By 5th of following month
- Partner review period: 5th-10th of following month
- Payment processing: 15th of following month
- Standard deposit timing: 15th-20th of following month
Payment Documentation
- Commission statement generated automatically
- Payment notification sent via email
- Transaction record in Partner Portal
- Monthly reconciliation report
- Tax documentation as required by jurisdiction
Expedition Requests
- Available for Platinum partners only
- Minimum $10,000 commission amount
- 10% expediting fee applicable
- 5 business day processing time
- Limited to 4 requests annually
Commission Disputes
Process for addressing payment discrepancies:
Dispute Submission
Filing Requirements
- Submit within 30 days of commission statement
- Provide specific transaction details
- Document expected vs. received amount
- Include supporting evidence
- Submit via Partner Portal dispute form
Review Process
- Initial acknowledgment within 2 business days
- Preliminary review completed within 5 business days
- Detailed investigation up to 15 business days
- Documentation request if needed
- Resolution and adjustment determination
Resolution Timeline
- Standard disputes: 15 business days
- Complex disputes: 30 business days
- Documentation of findings provided
- Adjustment processing if warranted
- Appeal process for unresolved disputes
Common Dispute Reasons
Frequently addressed commission issues:
Deal Registration Issues
- Registration not properly submitted
- Expired registration period
- Contested client origination
- Missing qualification documentation
- Delayed implementation conversion
Calculation Discrepancies
- Incorrect tier percentage applied
- Missing volume accelerators
- Bonus incentive omission
- Currency conversion errors
- Incorrect product classification
Timing Discrepancies
- Revenue recognition timing differences
- Implementation milestone disagreements
- Renewal date discrepancies
- Payment receipt timing issues
- Fiscal period boundary cases
Special Financial Situations
Handling of unique commission scenarios:
Clawback Provisions
Circumstances when commissions may be reversed:
| Scenario | Clawback Period | Amount | Prevention Measures |
|---|---|---|---|
| Client Non-payment | 90 days | Full commission | Payment verification |
| Early Termination | 6 months | Prorated amount | Proper client qualification |
| Disputed Charges | 90 days | Disputed amount | Clear contract terms |
| Implementation Failure | 90 days | Implementation portion | Quality assurance process |
| Fraudulent Registration | Unlimited | Full commission + penalties | Ethical sales practices |
Multi-Partner Scenarios
Commission handling in complex partner situations:
Co-Sell Arrangements
- Formal co-sell registration required
- Documented contribution split
- Pre-approved division of responsibilities
- Clear client communication
- Joint commission agreement
Partner-to-Partner Transfers
- Client consent documentation required
- Formal transfer request process
- Commission split during transition period
- Ongoing service responsibility confirmation
- Partner Success Manager approval
Implementation Partnerships
- Sales partner vs. implementation partner
- Defined commission split agreement
- Project responsibility documentation
- Client acknowledgment requirement
- Support responsibility clarification
Currency and International Payments
Management of global payment complexity:
Currency Determination
- Based on partner billing entity location
- Standard currency options by region
- Fixed vs. floating exchange rates
- Monthly rate determination date
- Currency change request process
International Tax Considerations
- Withholding tax documentation requirements
- Tax treaty application process
- VAT/GST handling by country
- Required tax forms by jurisdiction
- Annual tax documentation schedule
Payment Challenges Resolution
- International payment failure protocols
- Alternative payment method options
- Banking information verification process
- Payment reissuance procedures
- International payment tracking
Financial Planning Tools
Revenue Forecasting
Tools to project future commission earnings:
Forecast Calculator
Available in the Partner Portal:
- Pipeline-based revenue projections
- Close probability weighting
- Timing distribution modeling
- Multi-year projection capabilities
- Scenario comparison features
- Historical performance correlation
- Seasonal adjustment factors
Renewal Forecasting
Tools for projecting renewal revenue:
- Client renewal date tracking
- Risk assessment indicators
- Expansion opportunity flagging
- Historical renewal rate application
- Proactive renewal engagement planning
- Automated renewal notification system
- Renewal commission projections
Business Planning Integration
- API access to financial projections
- CRM integration capabilities
- Accounting system export formats
- Quarterly business review templates
- Annual planning forecast templates
- Cash flow projection tools
- Business model impact analysis
Client Expansion Tools
Resources for growing existing client revenue:
Expansion Opportunity Identifier
Automated analytics to identify growth potential:
- Usage pattern analysis
- Module adoption recommendations
- User license optimization suggestions
- Feature utilization reports
- Performance bottleneck identification
- Competitive advantage opportunities
- Industry benchmark comparisons
Upsell Recommendation Engine
AI-powered suggestions for client growth:
- Personalized expansion roadmaps
- Prioritized recommendation sequence
- ROI calculation for each suggestion
- Implementation complexity assessment
- Client-specific business case templates
- Success story matching for references
- Proposal generation assistance
Client Health Metrics
Indicators to identify at-risk and growth clients:
- User adoption scoring
- Feature utilization rates
- Support ticket frequency and severity
- Performance optimization opportunities
- Integration effectiveness metrics
- Business outcome achievement tracking
- Comparative benchmark positioning
Business Modeling Tools
Resources for strategic financial planning:
Partner Business Model Calculator
Comprehensive business modeling tool:
- Revenue mix optimization
- Staffing ratio planning
- Profitability projection
- Cash flow modeling
- Break-even analysis
- Growth scenario planning
- Investment return calculation
Certification ROI Calculator
Value assessment for certification investment:
- Training cost inputs
- Revenue impact projections
- Commission tier advancement benefits
- Competitive advantage quantification
- Client acquisition impact
- Team efficiency improvements
- Certification maintenance considerations
Service Offering Profitability Analysis
Evaluate service offering financial performance:
- Service definition templates
- Effort estimation guidelines
- Cost structure modeling
- Pricing strategy optimization
- Margin analysis tools
- Competitive positioning assessment
- Scalability evaluation metrics
Access Business Modeling Tools
Financial Compliance
Documentation Requirements
Required financial records and documentation:
Partnership Financial Records
Documents required for partnership compliance:
| Document | Purpose | Submission Frequency | Format |
|---|---|---|---|
| W-9 or W-8 Series | Tax identification | Initially, then upon change | PDF Form |
| Business Registration | Entity verification | Initially, then upon change | |
| Banking Information | Payment enablement | Initially, then upon change | Secure Portal |
| Authorized Contacts | Financial approval | Annual verification | Portal Form |
| Commission Agreement | Terms acceptance | Upon program entry/changes | E-signature |
| Tax Residency Certificate | International tax | Annual (if applicable) | |
| VAT/GST Registration | Tax compliance | Initially, then upon change |
Client Financial Documentation
Records required for client commission eligibility:
Initial Sale Documentation
- Signed client contract
- Order forms and product selection
- Payment verification
- Deal registration confirmation
- Implementation schedule
- Client acceptance criteria
Ongoing Maintenance
- Annual client attestation
- Quarterly business review documentation
- Service delivery confirmation
- Client satisfaction measurement
- Support ticket resolution metrics
- Usage reporting within privacy guidelines
Renewal Documentation
- Renewal confirmation
- Service level agreement updates
- Product changes documentation
- Pricing adjustment justification
- Continued value documentation
- Client expansion planning
Record Retention Requirements
Documentation maintenance policies:
- Financial records: 7 years minimum
- Client contracts: Term + 3 years
- Commission statements: 7 years
- Dispute documentation: 3 years
- Tax documentation: Per local requirements
- Deal registration: 2 years
- Client attestations: 3 years
Audit Provisions
Process for financial compliance verification:
Routine Audit Processes
Standard verification procedures:
Quarterly Commission Review
- Automated calculation validation
- Random transaction sampling
- Documentation completeness check
- Payment accuracy verification
- Tier qualification validation
Annual Partnership Audit
- Complete financial reconciliation
- Client relationship verification
- Documentation compliance check
- Deal registration accuracy review
- Special situation handling assessment
Client Verification Process
- Direct client relationship confirmation
- Service delivery validation
- Value realization assessment
- Relationship health evaluation
- Renewal intention verification
Special Audit Triggers
Circumstances prompting additional review:
- Pattern of commission disputes
- Significant growth in commission volume
- Multiple registration conflicts
- Client relationship transfers
- Complex multi-partner arrangements
- International tax considerations
- Entity structure changes
Audit Cooperation Requirements
Partner obligations during audit process:
- Timely response to information requests (5 business days)
- Document provision in specified formats
- Staff availability for clarification interviews
- Client contact information when required
- Historical record access facilitation
- Discrepancy explanation cooperation
- Remediation plan implementation
Tax Considerations
Important tax information for partners:
Partner Tax Reporting
Tax documentation provided:
| Country | Tax Form | Issuance Timing | Delivery Method |
|---|---|---|---|
| United States | 1099-NEC | January 31 | Mail + Portal |
| Canada | T4A | February 28 | Mail + Portal |
| European Union | Commission Statement | January 31 | Portal |
| United Kingdom | Commission Statement | January 31 | Portal |
| Australia | Commission Statement | July 31 | Portal |
| Other Regions | As legally required | Varies by country | Portal |
VAT/GST/Sales Tax Handling
Regional tax treatment of commissions:
United States
- No sales tax applied to commission payments
- State-specific reporting requirements
- Marketplace facilitator considerations
- Implementation service tax treatment guidance
European Union
- VAT reverse charge mechanism
- VAT registration requirements
- One-Stop Shop (OSS) considerations
- Digital service classification guidelines
United Kingdom
- VAT treatment post-Brexit
- Digital services tax considerations
- Implementation service classification
- Required VAT documentation
International Considerations
- Withholding tax certificate requirements
- Double taxation treaty benefits
- Permanent establishment considerations
- Cross-border service tax treatment
Tax Efficiency Resources
Guidance for optimal tax management:
- Regional tax guide by partner type
- Entity structure considerations
- Cross-border payment optimization
- Tax calendar and deadline reminders
- Expert consultation referral network
- Documentation templates by jurisdiction
- Common tax pitfall avoidance guidance
Financial Support Resources
Financial Team Contacts
Key personnel for financial questions:
| Department | When to Contact | Response Time | Contact Method |
|---|---|---|---|
| Partner Commissions | Payment inquiries, calculations | 1 business day | commissions@store.icu |
| Deal Registration | Registration questions, conflicts | 1 business day | deal-reg@store.icu |
| Tax Compliance | Tax documentation, requirements | 2 business days | tax@store.icu |
| Partner Accounting | Invoice questions, financial docs | 2 business days | partner-accounting@store.icu |
| Financial Disputes | Escalated commission issues | 3 business days | finance-resolution@store.icu |
| Partner Success | Strategic financial planning | As scheduled | Via assigned manager |
Training and Resources
Educational materials for financial processes:
Financial Training Modules
Self-paced learning resources:
- Partner Financial Model Overview
- Commission Calculation Deep Dive
- Deal Registration Best Practices
- Client Lifecycle Revenue Optimization
- Financial Dashboard Mastery
- Dispute Avoidance Strategies
- Tax Optimization for Partners
Financial Webinars
Scheduled educational sessions:
- Monthly New Partner Financial Orientation
- Quarterly Commission Process Updates
- Bi-annual Tax Consideration Workshops
- Annual Financial Planning Symposium
- Specialized Regional Tax Sessions
- Financial Tool Demonstration Workshops
- Financial Compliance Best Practices
Document Templates
Standardized financial forms:
- Commission Dispute Documentation
- Deal Registration Submission Template
- Client Attestation Forms
- Banking Information Update Forms
- Tax Documentation Guides by Region
- Multi-Partner Agreement Template
- Financial Projection Worksheets
Frequently Asked Questions
Q: When are commissions calculated and paid?
A: Commissions are calculated by the 5th business day of each month for the previous month's activity. Partners have until the 10th to review and dispute calculations. Payments are processed on the 15th of each month, with funds typically available between the 15th and 20th depending on payment method and region.
Q: How long does deal registration protection last?
A: Deal registration protection periods vary based on opportunity size: 90 days for deals under $50,000, 120 days for deals between $50,001-$150,000, and 180 days for deals above $150,001. One extension is available per registration if requested at least 14 days before expiration and with evidence of continued active sales engagement.
Q: What happens if two partners register the same client?
A: The first complete registration receives priority based on submission timestamp. If both partners demonstrate active engagement, the Channel Conflicts team will review specific evidence of meaningful client engagement from both partners and make a determination within 5 business days. In some cases, a commission split may be implemented based on the relative contribution of each partner.
Q: How are commissions calculated for renewals?
A: Renewal commissions are paid to the partner of record at the rate specified in the commission structure table (20% for Platinum, 15% for Gold, 10% for Silver). Renewals are eligible for payment when the client completes their renewal payment. Expansion revenue during renewal is treated as new business for commission purposes.
Q: What documentation is required for international payments?
A: International partners must provide: (1) Complete W-8 series form appropriate for their entity type and country, (2) Banking information including SWIFT/BIC codes, (3) Tax residency certificate if claiming treaty benefits, (4) VAT/GST registration if applicable in their jurisdiction, and (5) Any country-specific tax documentation required by local regulations.
Q: How do I dispute a commission payment?
A: Commission disputes must be submitted through the Partner Portal dispute form within 30 days of the commission statement date. Provide specific transaction details, document the expected versus received amount, and include supporting evidence. Standard disputes are resolved within 15 business days, while complex disputes may take up to 30 business days.
Q: What happens if my client doesn't pay their subscription?
A: Commissions are subject to clawback if a client fails to pay within 90 days of the commission payment. We recommend verifying client payment receipt before counting on commission payouts. The Partner Portal shows payment status for all client subscriptions, with clear indicators for pending or failed payments.
For assistance with financial matters not covered in this guide, please contact your Partner Success Manager or email partner-finance@store.icu.
This financial guide is updated quarterly to reflect current policies and procedures. Last updated: May 1, 2025.