The Customer Portal provides a secure, self-service interface where customers can access their subscriptions, payment methods, billing history, and profile information. This guide outlines how customers sign in and what they can do after entering the Portal.
Signing in to the Customer Portal
Customers access the Portal through the link provided on your website, app, or billing-related emails.
- Log in with a magic link: Customers enter their email address on the login page to receive a magic link. Clicking the link signs them in without requiring a password.
- Magic link email: The email includes a button that takes the customer directly to their Portal. A fallback URL is also provided in case the button cannot be clicked. The link is valid for 30 minutes to ensure secure access.
Portal Overview
Once signed in, customers can access their information from the left-side menu.
- Available sections include:
- Subscriptions
- Payment methods
- Billing history
- Profile
The menu layout is based on the settings you have enabled in your workspace.
- Subscriptions: The Subscriptions section lists all active, trial, and cancelled subscriptions associated with the customer.Customers can:
- View subscription status
- Check next renewal date
- Open subscription details
- Review pricing, billing cycles, and renewal history
- Update the payment method used for upcoming renewals
- Payment Methods: The Payment methods section allows customers to manage the payment options saved to their account.Customers can:
- Add a new card (3DS authentication required)
- Add or remove PayPal
- Set a default payment method
If a renewal attempt fails, customers may return to this section and update their payment method before retrying the charge from Billing history.
Note: Removing a card unlinks it from the customer’s account. It will no longer appear in the payment methods list, but it does not affect any active subscriptions already using that card for automated renewals.
- Billing History: The Billing history section provides a complete record of all past charges.Customers can:
- View all billing entries
- Check charge amounts and statuses
- Download invoices
- Generate invoices when available
- Retry failed payments directly from the billing record
- Profile: The Profile section displays the customer’s personal and billing information.Customers can view or update:
- Name
- Email address
- Billing address
- Marketing email subscription preferences
Any updates made here sync with the customer’s information in your workspace.
The Customer Portal gives customers a streamlined, secure way to manage their subscriptions and billing information without requiring support. From logging in with a magic link to updating payment methods or accessing invoices, the Portal offers a complete and user-friendly experience that keeps key account functions easily accessible.