Customer Portal
Give customers authenticated access to their invoices, subscriptions, and payment methods.
Hosted customer portal
Link customers to https://pay.revkeen.com/portal/your-merchant-slug using your actual merchant slug. The customer completes the hosted email authentication flow. An email address in a URL does not authenticate the customer.
Magic links use a confirmation page so email scanners do not consume the one-time sign-in merely by fetching the link. Ask the customer to open the latest email and complete confirmation. Never forward a magic link to another customer.
Finding your way around
The portal opens on Overview: how many subscriptions are active, the next collection and its date, unpaid invoices, upcoming collections and recent invoices. On a laptop or desktop the sections sit in a rail on the left; on a phone the four tabs at the bottom are Overview, Plans, Billing and More (Orders, Payment methods, Account and any merchant-enabled sections such as Benefits or Wallet). The initials chip in the header opens Account.
Anything that needs action appears beside the page content, not in a bar across the top: the full list on Overview, a short summary with a Review link on every other page, and a side column on wide screens. Direct Debit is a section of Payment methods — there is no separate Direct Debit tab, and the older /mandates address redirects there.
What customers can manage
| Area | Customer journey |
|---|---|
| Invoices | Review invoices and available PDFs/receipts; pay an eligible open balance. |
| Subscriptions | View subscriptions; Manage opens a summary of the subscription (status, the next or missed collection, any unpaid invoice, the payment method and the actions its state allows) with the full page one link away; use cancellation where the current subscription permits it. |
| Payment methods | Manage the offered card actions and, in the Direct Debit section, existing mandates. |
| Wallet | View balances and transactions available for that customer. |
| Benefits | Access active entitlements and purchased content. |
| Orders | See what they bought: each order's items, total, delivery address, and per-item shipping status with the tracking number and link when you have shipped it. Guest orders placed without a customer account do not appear. |
Actions depend on the record's state and the enabled merchant configuration. The portal does not grant merchant API authority. Do not promise plan changes, pause/reactivation, retention discounts, custom domains, or editing every profile field unless those actions are available in your deployed portal. Contact the merchant when the required action is absent.
A scheduled Direct Debit collection can hide card Pay now to prevent duplicate payment. Cancelling a mandate does not refund a collection. Changing bank details requires customer verification and a replacement authority; see Direct Debit in the portal.
Each subscription in the list has its own reference and creation date. Subscriptions can share a product name while having different statuses. Use the reference to identify the subscription when contacting the merchant; an active subscription does not clear an amount due on another subscription.
Reading attention and subscription information
The Needs attention list on Overview separates Action required from In progress. A past-due subscription with a known outstanding amount offers Pay … now, which confirms the amount and the payment method before anything is taken. Warnings identify the affected subscription, its reference and creation date when available. Outstanding invoices have individual review links, amounts due and due dates, including when several subscriptions share a name. Invoice amounts and deadlines are not inferred from a recurring subscription price; unavailable invoice information is labelled explicitly.
If part of the attention information cannot load, the portal shows an unavailable notice and preserves successfully loaded warnings. Use Retry to request the information again. A failed load is not confirmation that nothing needs attention. If access cannot be verified, sign in again.
Dates throughout the portal use the British day-month-year order. Subscription amounts use financial typography. Missing amounts or currency are shown as Amount unavailable, distinct from a known zero. Open View reference to access a subscription's full reference, then Copy reference to copy it; the reference stays selectable, and a browser that refuses clipboard access says so rather than reporting a copy that did not happen. A historical scheduled date is labelled Past billing date or Past collection date; it is not evidence that a payment was collected or an invoice became overdue.
Billing history and saved cards
Billing lists invoices first, with an All / Unpaid / Paid filter; each invoice opens with its PDF. When an invoice cannot be displayed in full, the portal shows its status, totals and dates together with the PDF and payment options rather than an error.
Filter billing history by subscription and date range. Dates use UTC, including the full selected end date. Next and Previous preserve the filters; Reset filters starts again. A failed history request is labelled unavailable rather than showing an empty history.
Saved cards show a validated month/year expiry. Invalid or missing values show Expiry unavailable; the portal does not guess a replacement date. Contact the merchant or update the card if its stored details cannot be confirmed.
With a RevKeen Storefront
If you publish a RevKeen Storefront, the portal and the store work as one site:
- The store's header has an Account link that opens this portal, and after checkout the shopper lands on the store's own thank-you page with a link to their orders.
- The portal shows your store's navigation at the top, so customers can go back to the shop.
- You can add your own text to the top of the portal's Overview page: open Storefront, choose Customer portal home in the page picker, and add banner, introduction, benefits, FAQ or contact blocks. They go live when you publish the Storefront. Invoices, plans, payment methods and orders always appear as RevKeen shows them; your blocks cannot change them.
Add a portal link to your application
A Manage billing link can open the hosted merchant portal. For a custom customer experience, use the Portal API integration. Its bearer session is distinct from a hosted magic-link login, and creating one does not return a hosted URL.
Before enabling access
Test with two different staging customers. Each must see only their own invoices, subscriptions, payment methods, wallet, and benefits. Test an expired link, a cancelled subscription, a pending collection, and sign-out. Record which actions your merchant configuration actually exposes.
Related: Customers, Subscriptions, and Benefits.
Saving a wallet
When the merchant enables Apple Pay or Google Pay in Checkout settings, supported wallets can also appear when adding a payment method in the customer portal. Availability depends on your device, browser and the merchant's payment provider. Your profile needs a billing country.
Saving a wallet authorises storage for future payments you have agreed with the merchant; it does not make a purchase. The default-payment-method option applies to wallets as well as cards.
Showing benefits in the portal
In Settings → General → Customer Portal, use Enable Benefits in Customer Portal and select Save Settings. Benefits remain enabled unless you turn this setting off.
Turning it off hides the Benefits tab and blocks portal benefit pages and new download requests. Existing benefit grants are retained and become accessible again when you turn it on. Previously issued download links remain valid until they expire.
Owner: david · Reviewed 2 Oct 2026