The Customer Portal is a self-service interface in Subotiz that allows customers to manage subscriptions, payment methods, billing history, and profile information. This feature helps merchants reduce support workload while providing a secure and consistent subscription management experience.
Get the Customer Portal link
Merchants can retrieve the Customer Portal login link from the Subotiz admin and share it with customers.
- Get the Portal link: Go to Settings > Customization > Portal, then copy the link from the Customer Portal link section. The link can be embedded in your website navigation, user account area, or billing-related emails for easy customer access.
Signing in to the Customer Portal
Customers can access the Portal through the link provided by the merchant.
- Log in with a magic link: Customers enter their email address on the login page. The system sends an email containing a login button. Clicking the button signs them in directly 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 different modules from the left-side navigation menu, including subscription management, payment methods, and billing records.
- Available sections include:
- Subscriptions
- Payment methods
- Billing history
- Profile
Note: The menu structure depends on the features enabled by the merchant.
Subscriptions
The Subscriptions section displays all subscriptions associated with the account, including trial, active, and canceled subscriptions, along with full lifecycle details.
- Available actions depend on the merchant’s configuration. Customers can:
- View subscription status
- Check the next billing date
- Open subscription details
- Review pricing plans, billing cycles, and renewal history
- Update the payment method used for renewals
- View applied discounts or promotions (if enabled)
- Pause or resume subscriptions (if enabled)
- Cancel subscriptions (if enabled)
- Change subscription plans (if enabled)
Payment Methods
The Payment methods section allows customers to manage saved payment options.
- Customers can:
- Add a new card (3DS authentication required)
- Add or remove PayPal
- Set a default payment method
If a renewal fails, customers can update their payment method here and then retry the charge from the Billing history section.
Note: Removing a card deletes it from the account and prevents it from being used for future charges. This may cause subscription renewals to fail.
Billing History
The Billing history section provides a complete record of past transactions.
- Customers can:
- View all billing records
- Check charge amounts and payment statuses
- Download or generate invoices
- Retry failed payments
Profile
The Profile section displays customer information and billing details.
- Customers can view or update:
- Name
- Email address
- Billing address
- Marketing email preferences
Note: Updates made in the Portal are synced with the merchant’s records in Subotiz.
The Customer Portal brings subscription, billing, and payment management into one place, giving customers a clear and convenient way to manage their accounts. Key information and actions remain easily accessible, ensuring a smooth and consistent user experience.