Customer Portal

The Customer Portal allows your clients to self-manage their billing, reducing support tickets for your team.

Capabilities

When a customer logs in, they can:

  • View & Pay Invoices: Download PDF receipts and pay open bills via credit card.
  • Manage Subscriptions: View current plans and upcoming renewal dates.
  • Update Payment Methods: Securely add or remove credit cards on file.
  • Edit Details: Update their billing address or contact email.

Setup Instructions

  1. Enable Access: In the "Settings" menu, toggle Enable Customer Portal.
  2. Custom Domain: (Optional) Configure billing.yourcompany.com.
  3. Invite Customers:
    • Manual: Click "Send Portal Invite" on any Customer Profile.
    • Automatic: Enable "Send Invite on Signup" to email new customers instantly.
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      Security: The portal uses secure, magic-link login URLs (passwordless) so your customers never have to remember another password.

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