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.
What customers can manage
| Area | Customer journey |
|---|---|
| Invoices | Review invoices and available PDFs/receipts; pay an eligible open balance. |
| Subscriptions | View subscriptions and use cancellation where the current subscription permits it. |
| Payment methods | Manage the offered card actions and existing Direct Debit mandates. |
| Wallet | View balances and transactions available for that customer. |
| Benefits | Access active entitlements and purchased content. |
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.
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.