Customer account settings
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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.
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 and Customer billing.
Customer Information
Section titled “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. |
| 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
Section titled “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
Section titled “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. |
| 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
Section titled “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 for how this looks to the customer.
Customer Status
Section titled “Customer Status”| Setting | What it does | Default/notes |
|---|---|---|
| Billing Type | PREPAID or POSTPAID. | Read-only for channel partners. See 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. |
Verification
Section titled “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. |
| 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)
Section titled “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 for the account-wide settings.
Security deposit
Section titled “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
Section titled “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
Section titled “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.
Referral system
Section titled “Referral system”Agent, Referral Status, Customer rebate (%), Enable Agent functionality and Agent commission (%). See Referral agent system.
Other customer tabs
Section titled “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. |
| DIDs | The customer’s phone numbers and their Emergency services address. See Reserve and release numbers. |
| SMS Plans | The customer’s SMS plan per account. See SMS plans and rates. |
| Call Plans | The call plan per account, with Free units used and call limits. See 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. |
| Emergency addresses | The customer’s emergency addresses. See Emergency services and IPND. |