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Customization｜Customer Portal Settings

The Customer Portal provides a structured interface where customers can view and manage their subscriptions, payment methods, invoices, and billing records. You can configure the available modules and adjust the visual presentation directly in your Subotiz admin so the experience aligns with your brand.
 

Accessing Customer Portal Settings

Configure the Customer Portal through your Subotiz admin.
  • Open Portal settings: Go to Settings > Customization > Portal.
    • Component: Select the features and information displayed to customers.
    • UI: Adjust branding elements, colors, and interface styling.

 

Component Settings

  1. Customer Portal link: Subotiz automatically generates a secure login link for your customers. Share this link in your app, website navigation, or transactional emails for seamless access.
 
  1. Merchant information: This section controls the brand elements shown at the top of the Customer Portal.
    • Logo: Upload a square logo (recommended 120×120px).
    • Portal title: Provide a concise description of the page’s purpose.
    • Portal description: Add a short message to guide customers.
    • Return link: Create a button that sends customers back to your website or app.
  • Effect in the Portal: These items appear in the header and define the overall brand experience.
 
  1. Customer information: Choose which customer fields appear in the Profile section of the Portal.
    • Name
    • Email
    • Billing address
    • Marketing email subscription status
  • Effect in the Portal: Customers can view or update these fields directly in their profile.
 
  1. Payment methods: Enable payment-method management for customers.
    • Add new payment methods (3DS required for cards)
    • Remove cards or PayPal or set a default payment method.
  • Effect in the Portal: A dedicated Payment methods tab appears with full card and PayPal management.
 
  1. Billing history: Allow customers to review past charges and download invoices.
    • View all billing records.
    • Check payment amounts and statuses.
    • Generate and download invoices.
    • Retry failed payments directly from the billing record.
  • Effect in the Portal: The Billing history tab displays each charge with invoice actions.
     
  1. Subscriptions: This section provides customers with access to their subscription details.
    • View all active, trial, and cancelled subscriptions.
    • Open subscription details to review pricing, billing cycles, and renewal history.
    • Update payment methods for renewal attempts.
  • Effect in the Portal: A Subscriptions tab appears, showing full subscription information.

 

UI Customization

Use the UI settings to align the Portal’s design with your brand.
  1. Customize UI: Go to Settings > Customization > Portal > UI.
Note: Changes update instantly in the preview panel.
 
  • Available options:
    • Sidebar background color
    • Content background color
    • Accent color
    • Font style
These settings help you adjust the Portal’s visual style to match your brand.
 
The Customer Portal provides a complete self-service experience for managing subscriptions and billing. By selecting the appropriate components and customizing the UI, you can ensure customers interact with your brand in a streamlined and consistent way without additional development work.