This page is part of the rewards page, which states the rule and the payment statuses. Here the rule is tested against the situations that confuse partners most: a payment that crosses the cap partway, two licenses signed at once, and a payout that later shrinks.
The rule as a formula
For each payment SourceX makes to the referred company, the amount that counts toward your reward is the smaller of two numbers: 25% of that payment, or the room left under $100,000. Room left is $100,000 minus everything already counted for that company. When the room reaches zero, later payments still go to the company in full; they simply add nothing to your total.
Two consequences follow. A large late payment can be counted only in part. And the order of payments matters for timing, not for the total: whatever the sequence, the most you can be credited for one company is $100,000.
Scenario 1: one license in installments, then a renewal
Illustrative. A 300-person field services company licenses five years of dispatch records. SourceX pays it in four installments, then the company renews.
| Payment | Paid to the company | 25% of that payment | Room before | Counted | Running total |
|---|---|---|---|---|---|
| Installment 1 | $90,000 | $22,500 | $100,000 | $22,500 | $22,500 |
| Installment 2 | $90,000 | $22,500 | $77,500 | $22,500 | $45,000 |
| Installment 3 | $90,000 | $22,500 | $55,000 | $22,500 | $67,500 |
| Installment 4 | $90,000 | $22,500 | $32,500 | $22,500 | $90,000 |
| Renewal, first payment | $100,000 | $25,000 | $10,000 | $10,000 | $100,000 |
| Renewal, second payment | $100,000 | $25,000 | $0 | $0 | $100,000 |
The renewal's first payment is the one partners misread. A quarter of $100,000 is $25,000, but only $10,000 of room remained, so $15,000 of that calculation is not counted. The second renewal payment adds nothing. The company received $560,000 across the six payments, untouched by any of this, because SourceX funds the reward separately.
Scenario 2: two datasets licensed in parallel
Illustrative. A 450-person managed IT provider signs two agreements in the same quarter: one for service desk tickets, one for project records.
| Agreement | Paid to the company | 25% of that payment | Counted toward one cap |
|---|---|---|---|
| Service desk tickets | $160,000 | $40,000 | $40,000 |
| Project records | $280,000 | $70,000 | $60,000 |
| Both agreements | $440,000 | $110,000 | $100,000 |
Separately, each agreement sits under the cap. Together, 25% of the two payments is $110,000, so $10,000 is not counted. A partner who budgets $40,000 plus $70,000 has counted two caps where the terms provide one. Which payment is cut short depends on which lands later; the total is the same either way.
Scenario 3: a payout reduced after payment
Illustrative. A 120-person engineering consultancy is paid $160,000 for a license, which counts as $40,000. Later the buyer narrows the accepted scope and the company's payout is reduced by a quarter, to $120,000.
The terms say reductions or reversals of the supplier payout reduce the reward proportionately. A 25% reduction in payout takes the counted amount from $40,000 to $30,000. On the formula above, that also leaves $70,000 of room instead of $60,000 for any later agreement. After the cap, the reward is recalculated on the reduced cumulative payout. In scenario 1 the company was paid $560,000 in total. If $100,000 were later reversed, 25% of the remaining $460,000 is $115,000, still above the cap, so the reward stays at $100,000. If $200,000 were reversed, 25% of $360,000 is $90,000, so the reward becomes $90,000 and the $10,000 already paid above that is adjusted. A buyer refund that does not reduce the company's payout changes nothing.
A running-total tracker to keep for each company
One row per payment, one sheet per referred company. Fill it from the payment notices you receive, not from expected deal sizes.
| Column | What goes in it | Example entry |
|---|---|---|
| Date | Date of SourceX's payment to the company | Month 14 |
| Agreement | Which license, renewal or repeat license it belongs to | Renewal of license 1 |
| Paid to the company | Amount stated in the payment notice | $100,000 |
| 25% of that payment | One quarter of the previous column | $25,000 |
| Room before | $100,000 minus the running total so far | $10,000 |
| Counted | The smaller of the two previous columns | $10,000 |
| Running total | Previous total plus this row's counted amount | $100,000 |
| Adjustments | Any reduction or reversal, with date | None |
Two cautions. Only one partner is credited per company, so the sheet assumes your introduction was the first valid one within the 90-day window. And a parent company and its subsidiaries count as one company: the whole group shares one $100,000 cap, however many entities license, so keep one sheet for the group; the holding company referral page covers group structures.
What the company and the partner should check before counting on a later license
A later license is a new decision for the company and a new rights review for SourceX. Before you count on one, confirm at metadata level which further record types exist, which systems hold them, how many years they cover and who owns them. The company itself must still meet the baseline: 50+ full-time employees at peak (contractors excluded), documented operating history, rights to license and an authorized contact. Companies in the U.S., Canada and the EU qualify, as do companies in the UK, Australia, New Zealand, India, Singapore, South Africa, Latin America, the UAE and Saudi Arabia when at least 90% of the data is in English.
A reward becomes payable after SourceX has paid the referred company under its signed agreement and the payout conditions in the program terms are met, including finance approval and your tax and payment details. A reward becomes payable after SourceX has paid the referred company under its signed agreement and the payout conditions in the program terms are met, including finance approval and your tax and payment details. For how repeat business is treated more generally, see referral fees on repeat business and how referral rewards are calculated; the referral earnings calculator handles a single payment.
Next step
Refer a company. Earn up to $100,000. Default reward: 25% of Actual Supplier Payout, capped at $100,000 cumulatively per referred company. Eligibility and payment conditions apply, and a signed Schedule A or addendum can differ. A lead, meeting or signature alone does not trigger payment.
Because a renewal cannot reset the cap, the next reward comes from introducing another qualifying company: register as a partner, check candidates against who qualifies and read the program terms.