# Customer account settings

> Reference for every section of a customer's Details tab in the partner portal and the other customer tabs, with what channel partners can't change.

- URL: https://kb.voipcloud.online/au/partners/customer-account-settings/
- Section: Partners › All partners
- Type: reference
- Applies to: All countries
- Last reviewed: 2026-11-09

Each customer account has a **Details** tab and several other tabs. To open them, go to **Customers** and select the customer. Change the settings you need and click **Update** at the bottom of the **Details** tab to save.

Channel partners see the same tabs, but some billing settings are locked because the provider bills the customer. Those are marked **Locked for channel partners** below.

For the everyday tasks, see [Add and manage customers](https://kb.voipcloud.online/au/partners/add-and-manage-customers/) and [Customer billing](https://kb.voipcloud.online/au/partners/customer-billing/).

## Customer Information

| Setting | What it does | Default/notes |
| --- | --- | --- |
| **Account Number** | The customer's account number, assigned by the billing system. | **Manage** opens the customer portal as this customer. **Call flow** opens their PBX, if they have one. |
| **API key** | The customer's API key. | Read-only. |
| **Current Credit** | The customer's current balance. | Read-only. |
| **Precision** | Decimal places used when calculating and rounding call costs. | |
| **Manual review request**, **Reward for the review**, **Review popup**, **Do not send automatic review request** | Review requests for this customer. | See [Review requests](https://kb.voipcloud.online/au/partners/review-requests/). |
| **Send login link to customer** | **Send login link** emails the customer's main administrator a link to set a password and sign in. | The portal asks you to confirm. |
| **Read important history information** | **Yes** shows a warning to read the important notes on the **History** tab. | |

## Personal Information, Service Address and Shipping / Postal Address

The customer's contact details: **Email ID (login)**, **First Name**, **Last Name**, **Phone**, **Business Name**, **TAX ID (VAT/ABN/TIN)**, **Website** and **Fax**. **Email ID (login)** is what the customer signs in with.

**Service Address** has **Find address with Google** to fill in the address fields. **Shipping / Postal Address** has **Same as billing** and **To (Recipient)**, used for deliveries such as equipment.

## Invoicing Details

**Locked for channel partners.**

| Setting | What it does | Default/notes |
| --- | --- | --- |
| **Automatic generation of invoices and a usage report** | Creates the customer's invoice and usage report every month. | Turning it off also turns off automatic suspension and deletion for unpaid invoices, so the customer could keep using services without paying. The portal warns you. |
| **Billing day** | The day of the month the invoice is generated. | Used when automatic generation is **Yes**. |
| **Invoice due in days** | How many days after the invoice date it's due. | 0 means cash on delivery (due straight away). |
| **GST/VAT applies** | Adds GST or VAT to the customer's invoices. | The rate is set in [Invoice settings](https://kb.voipcloud.online/au/partners/whitelabel/invoice-settings/). |
| **Automatic payment of invoices using reseller balance** | Pays the customer's invoices from your reseller balance on the due date. | White-label partners only. |

## Autorefill Details

| Setting | What it does | Default/notes |
| --- | --- | --- |
| **Automatic payments** | **Enabled** charges the customer's saved payment method automatically. | The customer needs a payment account first; see the **Payment Accounts** tab. |
| **When balance drops below** | The balance at which an automatic top-up starts. | Prepaid customers only. |
| **Recover balance to** | The balance the top-up brings the account back to. | Prepaid customers only. |

See [Automatic payments](https://kb.voipcloud.online/au/billing/automatic-payments/) for how this looks to the customer.

## Customer Status

| Setting | What it does | Default/notes |
| --- | --- | --- |
| **Billing Type** | **PREPAID** or **POSTPAID**. | Read-only for channel partners. See [Prepaid and postpaid](https://kb.voipcloud.online/au/billing/prepaid-and-postpaid/). |
| **Time Zone** | The customer's time zone. | |
| **Status** | **ACTIVE**, **TRIAL**, **TRIAL EXPIRED**, **SUSPENDED FOR UNDERPAYMENT**, **SUSPENDED - OTHER REASONS**, **CANCELLED** or **UNQUALIFIED**. | Suspending can charge a suspension fee; the portal asks first ("Suspension fee will be applied"). An account with an active internet service can't be cancelled until the internet is disconnected. |
| **Account Type** | **Business** or **Personal**. | |
| **Creation Date** | When the account was created. | Read-only. |
| **State** | Whether the account is deleted. | **Restore Deleted** brings back a deleted account. See [Restore a deleted customer](https://kb.voipcloud.online/au/partners/add-and-manage-customers/#restore-a-deleted-customer). |

## Verification

| Setting | What it does | Default/notes |
| --- | --- | --- |
| **Verification Status** | **Not Verified**, **Phone verification required**, **Identity verification required**, **Manual identity verification submitted**, **Utility bill / business registration required**, **Utility bill / business registration submitted**, **Verified** or **Verification Rejected**. | Locked for channel partners. See [Verify a customer account](https://kb.voipcloud.online/au/partners/add-and-manage-customers/#verify-a-customer-account). |
| **Verification Phone** | The phone number used for verification. | |
| **Verified by SMS** | Whether the phone number was confirmed by SMS. | Locked for channel partners. |
| **Verification Document Country** | The country of the identity document. | Locked for channel partners. |

## Payments (white-label partners)

Channel partners don't have this section.

| Setting | What it does |
| --- | --- |
| **Credit card country allowed** | The country a credit card must come from for this customer. |
| Payment methods switch | **Enabled** or **Disabled** for the payment methods your account offers. The label lists them, for example **Paypal & Direct debit & Credit cards**. |
| **Payment limits** | **Enforced**, **Default** or **Disabled**: whether card fraud limits apply to this customer. |
| **Daily limit** | The customer's daily payment limit. |
| **Disable ability to pay by PayPal**, **Disable ability to pay by Direct debit**, **Disable ability to add new credit card** | Turn off one payment option for this customer. |
| **Disable surcharges** | Don't add payment surcharges for this customer. |
| **Do not display PayID**, **Do not display PayTo**, **Do not use Monoova direct bank deposit** | Hide these bank payment options for this customer (Australia). |

See [Payment gateways](https://kb.voipcloud.online/au/partners/whitelabel/payment-gateways/) for the account-wide settings.

## Security deposit

| Setting | What it does | Default/notes |
| --- | --- | --- |
| **Deposit amount kept** | The amount held as a security deposit. | Read-only. |
| **Adjust Amount** with **Take** | Moves the amount from the customer's balance into the deposit. | The portal asks you to confirm. |
| **Adjust Amount** with **Return** | Moves the amount from the deposit back to the customer's balance. | The portal asks you to confirm. |

## Credit Limit and Credit Limits Reset

**Locked for channel partners.**

| Setting | What it does | Default/notes |
| --- | --- | --- |
| **Credit Limit** | The most the balance can go below zero. | For prepaid customers, new outgoing calls and SMS are blocked when the balance reaches minus this amount, or $0.00 if no credit limit is set. A call in progress finishes. |
| **Enabled** (Credit Limits Reset) | Schedules a change of the credit limit. | |
| **Date** | The day the change happens. | From tomorrow onwards. |
| **Amount to set** | The new credit limit from that date. | |

## Notifications

| Setting | What it does | Default/notes |
| --- | --- | --- |
| **Low balance notifications** | **Yes** emails a warning when the balance is low. | |
| **When the balance gets lower** | The balance that triggers the warning. | Locked for channel partners. |
| **Send notifications to** | The email addresses for the warning, separated by commas. | Locked for channel partners. |
| **Enable monthly fees notifications** | Reminds the customer about upcoming monthly fees. | Prepaid customers only. **Monthly fees notification sent out** shows when it was last sent. |
| **Enable credit limit warning notifications** | Warns the customer as they near their credit limit. | Postpaid customers only. The system works out when to warn from the customer's usage patterns; there's no threshold to set. |

See [Low balance notifications](https://kb.voipcloud.online/au/billing/low-balance-notifications/).

## Referral system

**Agent**, **Referral Status**, **Customer rebate (%)**, **Enable Agent functionality** and **Agent commission (%)**. See [Referral agent system](https://kb.voipcloud.online/au/partners/channel/referral-agent-system/).

## Other customer tabs

| Tab | What it's for |
| --- | --- |
| **Subscriptions** | The customer's services with **Buy price**, **Margin**, **Sell price** and **Term ends**. Channel partners can edit only services they supply themselves. |
| **Account Balance** | Transactions, **Add credits**, **Add charges**, **Email Report**, and the **Balance summary**, **Call traffic summary** and **SMS traffic summary**. See [Customer billing](https://kb.voipcloud.online/au/partners/customer-billing/). |
| **DIDs** | The customer's phone numbers and their **Emergency services address**. See [Reserve and release numbers](https://kb.voipcloud.online/au/partners/reserve-and-release-numbers/). |
| **SMS Plans** | The customer's SMS plan per account. See [SMS plans and rates](https://kb.voipcloud.online/au/partners/sms-plans-and-rates/). |
| **Call Plans** | The call plan per account, with **Free units used** and call limits. See [Call plans and rates](https://kb.voipcloud.online/au/partners/call-plans-and-rates/). |
| **Payment Accounts** | Saved cards and direct debit accounts, in priority order. White-label partners can **Add credit card**, **Add direct debit** and delete; channel partners can only view. |
| **History** | Notes and the account's history. **Add** a note or file, and **Mark/unmark as important**. |
| **Referrals** | Customers this customer referred as an agent. |
| **Administrators** | The customer's portal users: **Edit** access rights, **Reset password**, **Reset 2FA**, **Manage** and **Show History**. See [Partner portal overview](https://kb.voipcloud.online/au/partners/partner-portal-overview/#control-what-one-customers-administrators-can-do). |
| **Emergency addresses** | The customer's emergency addresses. See [Emergency services and IPND](https://kb.voipcloud.online/au/partners/whitelabel/emergency-services-ipnd/). |

## Related

- [Add and manage customers](https://kb.voipcloud.online/au/partners/add-and-manage-customers/)
- [Customer billing](https://kb.voipcloud.online/au/partners/customer-billing/)
- [Suspension and overdue settings](https://kb.voipcloud.online/au/partners/suspension-and-overdue/)
- [Channel partner overview](https://kb.voipcloud.online/au/partners/channel/channel-partner-overview/)