> For the complete documentation index, see [llms.txt](https://docs.360dialog.com/partner/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.360dialog.com/partner/partner-hub/overview-tab.md).

# Overview Tab

The Overview tab provides a centralised view of the shared credit balance across all WhatsApp channels in the Partner Account.

Usage charges are deducted from the shared credit balance in real time when template messages are sent or voice calls are initiated.

Maintaining a positive balance helps ensure uninterrupted messaging and calling across all channels.

<figure><img src="/files/LSZa58Cz7E36eUbel01K" alt=""><figcaption></figcaption></figure>

| Balance State | System Behaviour                                            |
| ------------- | ----------------------------------------------------------- |
| Positive      | Messaging and calls continue normally                       |
| Zero          | Outbound messaging and calls are paused                     |
| Negative      | An automatic top-up may be triggered to restore the balance |

## Auto-Renewal

Auto-Renewal monitors the shared credit balance and automatically adds funds when the configured threshold is reached.

When enabled:

* The shared credit balance is continuously monitored.
* A top-up is triggered when the configured threshold is reached.
* The configured top-up amount is charged to the saved payment method.

## Configure Auto-Renewal

{% stepper %}
{% step %}
Select Modify

<figure><img src="/files/dis3i1FCS5Vj1hzxoHWE" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}
Enable or disable Auto-Renewal. ON (Yes, I want automatic recharge) or OFF (No, I want to manually add funds)

<figure><img src="/files/JIsX4HpIy0mBK16gQmCF" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}
Configure:

* Threshold - The balance at which a top-up is triggered.
* Top-up Amount - The amount added to the credit balance.

<figure><img src="/files/L7qd3XP2eC7b3qSdmCKt" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}
Select Save Changes

Configure the Top-up Amount higher than the Threshold to reduce repeated charges during periods of continuous usage.
{% endstep %}
{% endstepper %}

## Add to Balance Manually

Funds can be added to the shared credit balance at any time.

{% stepper %}
{% step %}
Select Add to Credit Balance

<figure><img src="/files/MBlL15mBRowx5tHZudmw" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}
Enter the amount

<figure><img src="/files/AhktZyPXrmZF3p97GlS4" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}
Select Add Credit.

Funds are added immediately after successful payment.

Ensure the saved payment method is up to date to avoid payment failures
{% endstep %}
{% endstepper %}

For more, see [Billing](/partner/partner-hub/billing-tab.md)

## Movements per Month

Provides a monthly summary of credit balance activity.

Each period shows:

* Funds Added – Total top-ups applied to the balance
* Usage – Total messaging and call costs deducted from the balance

<figure><img src="/files/B1WRjHYzei2MsTcvbOZe" alt=""><figcaption></figcaption></figure>


---

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