# Referral agent system

> Reward customers who refer new customers to you, with agent commissions and customer rebates set for all customers or one at a time.

- URL: https://kb.voipcloud.online/au/partners/channel/referral-agent-system/
- Section: Partners › Channel partners
- Type: guide
- Applies to: All countries
- Last reviewed: 2026-11-09

The referral (agent) system lets your customers act as agents who refer new customers to you. It works the same for channel and white-label partners. You can pay agents a commission, and give the customers they refer a rebate. Set it up for all customers at once, or customer by customer.

## Agent commissions and customer rebates

| | Agent commission | Customer rebate |
| --- | --- | --- |
| Who gets it | The agent, one of your active customers. | The customer the agent referred (the referee). |
| How it's set | A percentage of all invoices paid by the accounts the agent referred. | A percentage of the invoices the referred customer pays, refunded to their account. |
| Paid from | Your partner account. | Your partner account. |

Together, the agent commission and the customer rebate can't be more than a maximum set by your provider. If you enter more, the portal tells you the maximum when you click **Update**.

Rules:

- Every agent must be an active customer under your partner account.
- One agent can refer many customers, but each referred customer can have only one agent.
- You can set both values for all customers or for each agent.

## Set referral defaults for all customers

1. Go to **Settings** › **Customer Portal**.
2. Scroll down to **Referral system settings**.
3. Set:
   - **Agent commission (%)**: the default commission for agents.
   - **Rebate (%)**: the default rebate for referred customers.
   - **Enable agent functionality for new customers**: tick to make every new customer an agent.
   - **Maximum account age for referrals**: the maximum customer account age, in days, when an agent can still send a referral request to that customer.
4. Click **Update**.

Changes to the default commission and rebate don't change agents and customers that already exist. Update those one at a time.

## Set up one customer as an agent

1. Go to **Customers** and select the customer.
2. On the **Details** tab, scroll down to **Referral system**.
3. Tick **Enable Agent functionality** and set the **Agent commission (%)**.
4. Click **Update**.

To link a referred customer to their agent, select the referred customer and choose the **Agent** in the same section. Set their **Customer rebate (%)** if needed, then click **Update**.

## Check it works

Select the agent and open the **Referrals** tab: it lists the customers they referred, with the **Commission** and **Rebate**. Then run the **Commissions report** for the period. Agent commissions and rebates show in the **Agent commissions applied** and **Rebates applied** columns. See [Commissions and payouts](https://kb.voipcloud.online/au/partners/channel/commissions-and-payouts/).

## Next steps

- [Referral program](https://kb.voipcloud.online/au/billing/referral-program/): what your customers see on their **Referrals** page.