Skip to main content
Customer Portal

Customer Portal,

Mohamed Dalha avatar
Written by Mohamed Dalha
Updated over 3 years ago

The simplest way to offer subscription and billing management functionality to your customers.

Customer portal allows your customers manage their subscriptions and download Invoices.

Once your payment is succeeded , Your customer will be notified via Email. In that email, Customer can able to access his account by clicking "manage payments" link. It will be redirected to this portfolio

In this table, You will have subscription information based on the plan. This information includes amount, start date, Billing type which is stored in the "info icon"

Customer Portal will be shown as image below:

Document image

Invoice

When you select the "Invoice" tab. In this table, You can download Invoices of the transaction by click the download option.

Document image

Personal Details

You can view personal details of the customer and also billing address in the right panel..

Personal Details will be displayed as shown below

Document image

If the customer wants to manage his personal details, Click the icon the top right corner. you will be redirected to the below page

Billing Details will be displayed as shown below:

Document image

Knowledge Base FAQs

Documentation has been added in the FAQ section which is useful for the customers.

Document image

Cancel Subscription

Customer can cancel their subscription by clicking the "cancel subscription" button. New page appears

Document image

If you want to cancel this subscription. Please click the "continue to cancel". Status will be set as "cancelled". Future transactions will be stopped once the cancel process is completed.

Did this answer your question?