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How it works

Your customers can access the Customer Portal through a link that you share with them. This can be either a static or a dynamic link.
Link Creation
A static link allows any customer to request access to the Customer Portal by entering their email address. This link never expires.
1

Merchant Flow

  1. Go to Sales→Customer.
  2. Click on share invite.
  3. Copy the link under Static link to share it with your customer.
2

Customer Flow

  1. Customer visits the static link you share.
  2. Customer enters their email address.
  3. Receives a link to log in to their Customer Portal.
Customers who already have an account will be recognized automatically.
A dynamic link is a personalized, one-time link that grants direct access to the Customer Portal. This magic link expires in 24 hours.
Dynamic links expire after 24 hours. Generate a new link if it has expired.
1

Merchant Flow

  1. Go to Sales→Customer.
  2. Click on share invite.
  3. Copy the link under Dynamic link to share it with your customer.
2

Customer Flow

  1. Customer visits the dynamic link you share.
  2. They are taken directly to the Customer Portal without needing an access link.

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Customer Portal Features

Billing history
  • Displays a list of all past transactions.
  • Provides an option to download invoices.
Subscriptions management
  • Lists all subscriptions.
  • Allows customers to cancel their active subscriptions.
License keys
  • Shows all license keys issued to the customer.
Profile
  • Displays the customer’s configured name, email, and phone number.