The Customer Portal is a secure, hosted area where your customers can manage subscriptions, view invoices and access license keys details—without contacting support.
Create Portal Session (API)
Programmatically create secure, time‑bound portal sessions.
Subscriptions
Manage recurring plans, upgrades, downgrades, and add‑ons.
What Is the Customer Portal?
The portal provides a trusted, branded self‑service experience for customers to:- Access billing history: View invoices and download.
- Manage subscriptions: Cancel a subscription.
- Retrieve license keys: Access all keys tied to purchases
Key Benefits
- Lower support volume: Customers resolve common billing requests on their own
- Faster time‑to‑value: Immediate access to invoices and keys
- Reduced churn risk: Clear visibility into renewals and plan details
- Secure by design: Tokenized access with expiring links
Access Methods
Customers can reach the portal using either a static link or a one‑time dynamic link.Static link (email‑based access)
Customers can request portal access by entering their email at a static link that never expires. The static portal link format varies by environment: Test Mode (for testing and development):{business_id} with your actual business identifier, then share the appropriate link with customers so they can enter their email and receive secure access to the portal.
1
Merchant flow
- Go to Sales → Customer.
- Click Share invite.
- Copy the Static link and share it with your customer.
2
Customer flow
- Open the static link.
- Enter the email used at purchase.
- Receive a secure login link to access the portal.
Existing customers are recognized automatically.
Dynamic link (magic link)
A personalized, one‑time magic link that sends customers directly into the portal. The link expires in 24 hours.Dynamic links expire after 24 hours. If it expires, generate and send a new link.
1
Merchant flow
- Go to Sales → Customer.
- Click Share invite.
- Copy the Dynamic link and share it with your customer.
2
Customer flow
- Open the dynamic link.
- Access the Customer Portal directly without entering an email.
Portal Features
Billing history
Billing history

- See all historical transactions and invoice details
- View and Download invoices.
Subscriptions
Subscriptions

- List active and past subscriptions
- Cancel a plan
License keys
License keys

- View all license keys issued.
Profile
Profile

- View and update name, email, and phone number
Integration Examples
Create a time‑bound Customer Portal session for a specific customer via API, then redirect the user to the session URL.Troubleshooting
- Link expired: Generate and send a new dynamic link.
- Email not recognized: Ask the customer to use the email associated with their purchase