The Customer Portal allow your customers to directly manage their billing relationship, view and pay invoices, and more, so that you can streamline your billing relationship with your customers.

Through the portal, customers can:

See an at-a-glance view of their active subscriptions and the products they own
View a copy of their most recent Quote
View, download, and pay invoices
View and update key billing details and contacts, including PO number, VAT number, and registration number
View and update payment methods

Customize the Portal Experience

Record Automation provides granular control to admins to customize the customer portal experience for all, or specific, customers. Use it to set rules that control what customers on a specific account or Bill Group can see and do in the portal, without changing the experience for everyone else.

By default, every section below in the customer portal is visible and editable to any users provisioned access. Record Automation rules only need to be configured to further restrict access.

Access Level

Section	Access Options
Billing Summary	View: Displays billing summary overview (including next billing date, outstanding balance, billing frequency, auto-pay details) and billing details section (PO, VAT, and Registration Number information) Hidden: Hides billing summary overview and billing details section
Contacts	View: User can view billing and shipping contact information in read-only mode Edit: User can edit billing and shipping contact information Hidden: Hides billing and shipping contact section
Default Payment Method	View: User can view payment methods in read-only mode Edit: User can edit which payment method is default Hidden: Hides which payment method is default (but allows user to view payment methods in read-only mode)
Invoices	View: Displays list of all invoices associated with the bill group. User can view or download any invoice PDF, or pay unpaid invoices Hidden: Hides invoices section
New Payment Method	Enabled: User can add a new payment method Disabled: User cannot add a new payment method
Payment Methods	View: Displays list of all payment methods, optionally allows user to add new payment methods or define a default payment method Hidden: Hides payment method section
PO Number	View: User can view PO Number in read-only mode Edit: User can edit PO Number Hidden: Hides PO Number field (in Billing Details section)
Registration Number	View: User can view Registration Number in read-only mode Edit: User can edit Registration Number Hidden: Hides Registration Number field (in Billing Details section)
Subscriptions	View: Displays a at-a-glance list of offerings and products, along with quantity and unit price, along with the subscription dates. Hidden: Hides subscriptions overview section
VAT	View: User can view VAT Number in read-only mode Edit: User can edit VAT Number Hidden: Hides VAT Number field (in Billing Details section)

If a section is hidden, the customer won't see it in the portal at all; this takes precedence over any configured editability settings.

Branded Experience

The entity logo is displayed in the portal to provide a branded experience for your customers.

Overview

Customers can easily view their current contract term and view and download a copy of their latest quote.

The Billing summary allows customers to view key billing details, including:

Next billing date
Outstanding balance
Billing frequency
Auto-pay status

Subscriptions

Customers can view all subscriptions associated with the bill group, including:

Subscription status
The products or services they currently own

This makes it easy for customers to understand what they are subscribed to.

Invoices

Customers can view all invoices associated with their account.

For each invoice they can:

See the invoice status
View and download the invoice
Pay any unpaid invoices

Billing Details

Customers can add or update their:

PO Number
VAT Number
Registration Number
Change the default Payment Method
Billing contact
Shipping contact

Payment Methods

Customers can view the payment methods associated with their account.

Currently:

Payment methods can be viewed
Customers can add a new payment method or change their default payment method

Portal Access and Scope

The Customer Portal is scoped to a Bill Group.

Each Bill Group has its own portal access settings
If a customer has multiple Bill Groups, access must be configured separately for each one

How to Set Up Customer Portal Access

Step 1: Open the Bill Group

This billing portal is available for any customers that have an active contract.

Navigate to the Account Overview or a specific Bill Group.
Click on the "Customer Portal" button
Choose which email domains or individual email addresses have access to the portal for this account
Click "Copy Portal Link"

Step 2: Grant Access

You can grant access in two ways:

Domain Access
- Allow all users from a specific domain to access the portal.
- Example: company.com
  - Any user with an email from that domain can sign in.
Individual Email Access
- Grant access to specific email addresses.
  - Enter the email address
- Click Add to include additional users
- Note: Email addresses must be added individually and cannot be comma-separated.

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The system prevents overlapping access rules. For example, you cannot add an email address if its domain is already granted access.

Step 3: Share the Portal Link

Once access is configured:

Copy the Customer Portal link
Share it with your customer

How Customers Sign In

When a customer opens the portal link:

They enter their email address
They receive a verification email
They click the verification link to sign in

No password is required.

Previewing What Your Customer Will See

You can use the Preview Portal button (from the Bill Group) to see the portal exactly as your customer will experience it, prior to sharing the link with your customer.