Portal Features
Complete guide to Customer Portal capabilities
The Customer Portal offers a comprehensive set of self-service features. Configure which features are available to give customers the right level of control.
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 |
Customers cannot remove the last payment method if they have an active subscription that requires 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)
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:
| 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