Live clients
Businesses with a live card machine contract
Clear quotes. Simple onboarding. Complete visibility.
Businesses and their partners can manage quotes, onboarding and live card payment accounts in one place. Everyone can see what happens next.
One partner workspace
Quote, onboard and manage in one place.
Build clear quotes
Enter the expected card turnover and number of machines. The portal shows the available terms and costs.
Keep every contract moving
See which contracts need information, which are ready to send and which are with the customer.
Know your live portfolio
Keep the business, contact and contract details for each live client in one place.
Understand commission
See estimated portfolio value and the individual lines included in each commission statement.
How it works
Quote. Onboard. Start taking payments.
Create the quote
Enter the business details and expected card turnover.
Choose an offer
Review the available terms and send the options to the customer.
Complete onboarding
The customer receives a pre-filled form to complete.
Manage the client
Once live, the client and commission data appear in the portal.
Manage your card payments portfolio in one place.
Your team can quote, track contracts, manage live clients and review commission without using separate spreadsheets.
Less administration
Quotes, contracts and live client information stay in the same system.
Fewer repeated questions
Information entered during the quote is carried into the customer onboarding form.
Commission records
See estimated portfolio value and the client lines included in each statement.
See how Jellyfish Money could work for your business.
For a product demo or a conversation about becoming a partner, contact our partnerships team.