Overview

The Customer Portal is used to hold all the details of a customer/subscriber, where all their subscriptions, payment history, payment schedules, payment methods and contact information are stored and managed.

The "Customer Portal" is just an internal name used in SubsBase. However, you can refer to it by any other name on your site.

To learn more about customers and how to add/create new ones to your site, please check Customers.

Subscriptions

  • This tab displays a list of all the plans a customer was, is and will be subscribed to.
  • Each cell of this list contains a plan's details:
  • When the cell is collapsed, it shows the plan's name and status (Active, Cancelled,... etc.).
  • To expand the cell, the customer can click on the arrow at the right side of the cell to display a plan's full details.
  • A customer is enabled to change and cancel any subscription from the "Change" and "Cancel" buttons.
Changing subscriptions can only be done if the plan's status is "Active".
Unlike cancelation, subscriptions can be cancelled with any plan's status.

Payment History

  • This tab displays a list of all the payments related to the customer/subscriber.
  • By clicking on any payment, its invoice will be opened. And if the invoice was not paid yet, the customer can either pay through the payment method(s) saved on their profile, or add a new one and pay.
  • The customer can also download and print any invoice:
    • They can download from the "Download" button found at the right side of the Payment History list.
    • They can print from the "Print" icon found at the top right side of the invoice that opens when clicking on its payment in the Payment History list .
  • The Payment History list can be sorted by any of its columns (date, number, type, amount, or status). And by clicking on any of the arrows next to the title of each column, it will be switched between ascending and descending orders.

Payment Schedules

  • This tab displays a list of all the payment schedules related to the customer/subscriber.
  • By clicking on any payment schedule, its detailed information will be displayed.
  • The customer can download your Scheduled Payments Report by clicking on the "Download" button found at the right side of any payment schedule they open.
  • The Payment Schedules list can be sorted by two of its columns (name or product). And by clicking on the arrows next to their titles, they will be switched between ascending and descending orders.

Payment Methods

  • This tab displays a list of all the payment methods saved on the customer's profile.
  • The customer can set any of their payment methods as default.
  • They can also add new payment method(s) and remove any existing one.

My Info

  • This tab displays the customer’s information (name and email), and they are enabled to be updated by the customer.
  • The customer can also change their password by clicking on the "Change Password" button, and an email with the password reset instructions will be sent to them.
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