Pricing Overview for Partners

Pricing topics partners should understand

Cashflow.io pricing may include:

• Monthly software plan
• Transaction fees
• Payment processing fees
• BYOP fees
• EFT/ACH fees
• Enterprise or custom pricing
• Processor-specific pricing considerations

How to explain pricing to a merchant

Use simple language when discussing pricing with a merchant.

Example talk track:

“Cashflow.io pricing depends on the merchant’s setup, payment methods, processing requirements, and whether custom or enterprise needs apply. We will confirm the approved pricing before the merchant moves forward.”

A merchant may need enterprise or custom pricing when they have:

• High monthly volume
• API integration requirements
• Multiple entities or locations
• Custom workflow automation
• Processor-specific requirements
• White-label or strategic partner setup

Surcharging and processing fees

Merchants may be able to recover processing costs where permitted.

Compliance rules may apply. Partners should not provide legal or compliance advice and should not promise that surcharging is available for every merchant or every situation.

Pricing approval

Partners should not promise custom pricing without Cashflow.io approval.

If the merchant asks about pricing exceptions, enterprise pricing, or custom rates, contact Cashflow.io before confirming anything with the merchant.

Pricing questions to escalate

Escalate pricing questions when the merchant asks about:

• Custom pricing
• Enterprise pricing
• Processor-specific pricing
• Setup fees
• Volume limits
• BYOP fees
• EFT/ACH fees
• Surcharging
• Plan changes
• Partner commissions or referral fees