---
title: Partners | Knowledge Base
description: This section outlines the complete onboarding process, referral submission methods, KYC/AML compliance rules, portal navigation, and support escalation protocols.
---

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1. [Knowledge Base](https://support.cashflow.io/)
2. [Partners](https://support.cashflow.io/partners)

# Partners

 This section outlines the complete onboarding process, referral submission methods, KYC/AML compliance rules, portal navigation, and support escalation protocols.

## Partner Setup and Operations

- [New Partner Onboarding Checklist](https://support.cashflow.io/new-partner-onboarding-checklist)
- [Requesting access to the Partner Portal](https://support.cashflow.io/requesting-access-to-the-partner-portal)
- [Pricing Overview for Partners](https://support.cashflow.io/pricing-overview-for-partners)
- [Partner Support and Escalation Guide](https://support.cashflow.io/partner-support-and-escalation-guide)

## Merchant Referrals

- [Merchant Referral Checklist](https://support.cashflow.io/merchant-referral-checklist)
- [Merchant onboarding information](https://support.cashflow.io/merchant-onboarding-information)
- [Creating a New Merchant in the Partner Portal](https://support.cashflow.io/creating-a-new-merchant-in-the-partner-portal)
- [Merchant KYC/AML Requirements](https://support.cashflow.io/merchant-kyc/aml-requirements)
- [Sending a merchant referral](https://support.cashflow.io/sending-a-merchant-referral)
- [Track Referral Status](https://support.cashflow.io/track-referral-status)

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- [News & Updates](https://support.cashflow.io/news-updates#main-content)

    - [Feature Releases](https://support.cashflow.io/news-updates#feature-releases)
    - [Improvements](https://support.cashflow.io/news-updates#improvements)
- [Getting Started](https://support.cashflow.io/getting-started#main-content)

    - [Videos](https://support.cashflow.io/getting-started#videos)
    - [Quick Guides](https://support.cashflow.io/getting-started#quick-guides)
- [Account Management](https://support.cashflow.io/account-management#main-content)

    - [Account Settings](https://support.cashflow.io/account-management#account-settings)
    - [Membership](https://support.cashflow.io/account-management#membership)
    - [User Management](https://support.cashflow.io/account-management#user-management)
    - [My Profile](https://support.cashflow.io/account-management#my-profile)
    - [Contacts](https://support.cashflow.io/account-management#contacts)
- [Receivables](https://support.cashflow.io/receivables#main-content)

    - [Manual Payment](https://support.cashflow.io/receivables#manual-payment)
    - [Payment Request](https://support.cashflow.io/receivables#payment-request)
    - [Receivables History](https://support.cashflow.io/receivables#receivables-history)
    - [PayLink](https://support.cashflow.io/receivables#paylink)
    - [Recurring Payments](https://support.cashflow.io/receivables#recurring-payments)
- [Payables](https://support.cashflow.io/payables#main-content)

    - [Domestic Payments](https://support.cashflow.io/payables#domestic-payments)
    - [Cross Border Payments](https://support.cashflow.io/payables#cross-border-payments)
- [Integrations](https://support.cashflow.io/integrations#main-content)

    - [QuickBooks](https://support.cashflow.io/integrations#quickbooks)
- [Bring Your Own Payments (BYOP)](https://support.cashflow.io/bring-your-own-payments-byop)
- [eQuote](https://support.cashflow.io/equote#main-content)

    - [Managing eQuotes](https://support.cashflow.io/equote#managing-equotes)
    - [Customization & Templates](https://support.cashflow.io/equote#customization-templates)
- [Security](https://support.cashflow.io/security)
- [Partners](https://support.cashflow.io/partners#main-content)

    - [Partner Setup and Operations](https://support.cashflow.io/partners#partner-setup-and-operations)
    - [Merchant Referrals](https://support.cashflow.io/partners#merchant-referrals)
- [FAQ](https://support.cashflow.io/faq)

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