Let Customers Help Themselves
The Customer Portal gives your buyers a self-service interface to manage their purchases, view invoices, update billing details, and manage subscriptions. No support tickets required.Less Support
Common requests handled automatically.
Better UX
Customers prefer self-service. Give it to them.
What Customers Can Do
Orders and Payments
- View all past orders and payment history
- Download invoices and receipts (PDF with multi-language support)
- See payment status and details
Subscriptions
- View active subscriptions and billing details
- See next billing date and amount
- Upgrade or downgrade plans
- Cancel subscriptions
Billing Details
- Update billing information (country, postal code, state)
- Add business details (business name, tax ID) for invoicing
- View tax information
Portal Access
Buyers access the Customer Portal through a secure email-based authentication flow:Buyer sessions have a 30-minute lifetime. The portal automatically prompts re-authentication when the session expires.
Invoice and Receipt
The portal includes a full invoice/receipt system:- Multi-language support — Invoices render in 16 languages based on buyer preference
- PDF download — Buyers can download invoices as PDF files
- Billing details — Invoices include the buyer’s billing information (country, state, postal code, business name, tax ID)
- Editable details — Buyers can update their billing information from the invoice page
Invoice Data Sources
Invoice data comes from the order’sbillingDetail object:
| Field | Description |
|---|---|
country | Buyer’s country |
state | State/province |
postalCode | Postal/ZIP code |
businessName | Business name (if applicable) |
taxId | Tax identification number (if applicable) |
isBusiness | Whether the purchase was made as a business |
Integration
Email Integration
Include a portal link in your transactional emails:In-App Button
Add a “Manage Subscription” button in your application that directs users to the portal.Subscription Management in Portal
Cancellation Flow
Plan Change Flow
- Upgrades: Charged the prorated difference immediately
- Downgrades: Effective at the end of the current billing period
Security
- Time-limited secure sessions
- Email-based authentication (no passwords)
- Buyers can only access their own data
- PCI-compliant payment handling
- All data encrypted in transit
Best Practices
Make it accessible
Make it accessible
Include clear “Manage Subscription” links in your app and transactional emails.
Use server-generated sessions
Use server-generated sessions
For seamless in-app integration, generate buyer sessions server-side using the API.
Monitor cancellation reasons
Monitor cancellation reasons
Track why customers cancel to improve retention.