With Plug&Pay's Customer Portal, your customers can log in themselves to download their invoices, adjust their subscriptions and change their contact details.
The Customer Portal is part of Plug&Pay Ultimate. Are you using Plug&Pay Lite or Premium? Upgrade to Plug&Pay Ultimate to use this feature.
ℹ️ The Customer Portal is partially available to Plug&Pay Premium customers when the Huddle link is activated.
Activate the Customer Portal
You can find the Customer Portal settings under Settings > Administration > Customer Portal.
You can first click on the activate button and then adjust the settings for your Customer Portal.
Under “Access”, you can specify whether:
People can cancel and/or resume their subscription. This means you don't have to cancel their subscription yourself; customers can do this themselves.
People can change their payment term. For example, if someone pays for a subscription on a monthly basis, they can switch to paying annually.
People can change their billing details. This is only for instalment payments and subscriptions, and the updated billing details will appear on the next invoice.
Logging into the Customer Portal as a customer
Your customer can log into the Customer Portal via your link.
You can find this link for your customers in your dashboard:
To gain access, your customer will need to enter their email address on this page. A one-time access code will be sent via email to grant access.
Modify subscriptions
You are now logged into the Customer Portal! Here you can see which subscriptions are active and download your invoices.
You will then be taken to a screen where you can adjust your subscription. You can add a different account number, adjust your billing details, and find all your invoices.
You can also cancel your subscription here. To do so, click on the Actions button and then on “Cancel”:
