Customer Portal

Give your customers a simple way to view their subscriptions and billing information, without needing to contact your team.

⚡ What is the Customer Portal?

The Customer Portal gives your end customers secure, self-service access to their subscriptions, invoices, and billing details. This helps reduce billing questions and gives customers a transparent view into their account.

🛠️ What customers can do in the portal

• View a billing summary, including next billing date and outstanding balance
• See all active subscriptions and their status
• Download invoices and view invoice status
• View and update payment methods associated with their account
• Update billing and shipping contacts

📚 How to enable the Customer Portal

• The Customer Portal must be enabled by our team. Reach out to your Customer Success Manager to enable it for your tenant.
• Once enabled, you can configure portal access for your customers directly from a Bill Group and share the portal link with them.