Customer Portal
Give customers self-service access to manage subscriptions, invoices, and payment methods
The Customer Portal gives your customers a secure place to manage their subscriptions, view invoices, update payment methods, and access purchased content -- all without contacting support.
What is the Customer Portal?
The Customer Portal is a hosted web application where customers can:
- View and download invoices with billing interval details (e.g., "Billed monthly")
- Manage subscriptions (upgrade, downgrade, cancel)
- Update payment methods
- Access digital products and downloads
- View order history and receipts
- Update their profile information
How Customers Access the Portal
Customers can access their portal via:
- Direct link -- Portal URL with their email
- Email links -- Links in invoices and receipts
- Magic link -- Passwordless email login
- Your website -- Embed a "Manage Subscription" button
The portal uses secure, passwordless authentication. Customers receive a magic link via email to sign in.
Portal URL
Your customer portal is available at:
https://portal.revkeen.com/YOUR-MERCHANT-IDOr with custom domain (if configured):
https://billing.yourdomain.comPortal Sections
| Section | Description |
|---|---|
| Dashboard | Overview of active subscriptions and recent activity |
| Subscriptions | Manage active and past subscriptions |
| Invoices | View, download, and pay invoices |
| Payment Methods | Add, update, or remove payment methods |
| Downloads | Access digital products and files |
| Profile | Update personal information |
Subscription Management
Customers can manage their subscriptions directly:
| Action | Description | Configurable |
|---|---|---|
| View subscriptions | See active and past subscriptions | Always on |
| Upgrade plan | Switch to higher-priced plan | Yes |
| Downgrade plan | Switch to lower-priced plan | Yes |
| Change billing cycle | Switch monthly/annual | Yes |
| Pause subscription | Temporarily stop billing | Yes |
| Cancel subscription | End the subscription | Yes |
| Reactivate | Resume cancelled subscription | Yes |
Plan Change Options
Configure how plan changes work:
- Immediate -- Change takes effect now with proration
- At period end -- Change when current period ends
- Customer choice -- Let customer decide
Cancellation Flow
Customize the cancellation experience:
- Cancellation survey -- Ask why they're leaving
- Retention offers -- Offer discounts to stay
- Downgrade suggestion -- Suggest cheaper plans
- Pause option -- Offer pause instead of cancel
Thoughtful cancellation flows can reduce churn by 10-30%.
Invoice Access
Customers can manage their invoices:
- View invoices -- See all past invoices
- Download PDF -- Get invoice as PDF
- Pay open invoices -- Pay outstanding balances
- View receipts -- Access payment receipts
Payment Method Management
Customers can manage their payment methods:
| Action | Description |
|---|---|
| View cards | See saved payment methods |
| Add card | Add a new payment method |
| Set default | Choose primary payment method |
| Remove card | Delete saved cards |
| Update expiration | Update expiring card details |
Warning: Customers cannot remove the last payment method if they have an active subscription that requires payment.
The Customer Portal uses magic link authentication (full session login) for payment method management. This is separate from the email OTP verification used at checkout to access saved cards. Both flows verify email ownership but serve different purposes -- the portal provides full account management, while checkout OTP is a lightweight step-up for a single payment.
Digital Product Access
For products with digital benefits:
- Download files -- Access purchased downloads
- View license keys -- See software licenses
- Access links -- Links to external content
- Download history -- Track download activity
Profile Management
Customers can update their information:
- Name -- Update display name
- Email -- Change email address
- Billing address -- Update billing details
- Shipping address -- Update shipping info
- Custom fields -- Edit custom profile fields
Notification Preferences
Optionally let customers manage email preferences:
- Receipt emails
- Invoice reminders
- Subscription renewal notices
- Marketing communications (if applicable)
Benefits of Self-Service
The portal benefits both you and your customers:
| For You | For Customers |
|---|---|
| Reduced support requests | Instant access, no waiting |
| Automated payment updates | Update card before it expires |
| Lower churn through easy upgrades | Easy plan changes |
| 24/7 availability | Access anytime |
Enabling the Portal
The Customer Portal is enabled by default. To configure:
- Go to Settings > Customer Portal
- Enable or disable portal features
- Configure which actions customers can take
- Customize appearance and branding
- Save settings
Customization
Brand the portal to match your product:
- Logo -- Display your logo
- Colors -- Match your brand colors
- Custom domain -- Use your own domain
- Support links -- Link to your help center
Configuring Features
Enable or disable features in Settings:
- Go to Settings > Customer Portal
- Toggle features on or off
- Configure feature-specific options
- Save changes
Common configurations by business type:
| Business Type | Recommended Settings |
|---|---|
| SaaS | Full subscription management, plan upgrades |
| E-commerce | Invoice access, order history, limited sub management |
| Membership | Full access with pause option |
| B2B | Invoice focus, restricted cancellation |
Security Features
The portal includes security protections:
- Magic link auth -- Secure passwordless login
- Session timeout -- Auto logout after inactivity
- Rate limiting -- Protection against abuse
- Audit logging -- Track all customer actions
Related
- Customers -- Customer data model
- Subscriptions -- Subscription management
- Benefits -- Digital product delivery