In this article, you'll read how to activate and set up the customer portal in Plug&Pay. With the customer portal, customers can log in themselves to download their invoices, adjust subscriptions and change their contact details.
ℹ️ The customer portal has limitations in Plug&Pay Lite & Premium.
Overview of features per subscription
Subscription / Feature | Lite | Premium | Ultimate |
Cancel / resume subscription | ❌ | ❌ | ✅ |
Change billing cycle | ❌ | ❌ | ✅ |
Change invoice details | ❌ | ❌ | ✅ |
Cancel order | ✅ | ✅ | ✅ |
Logo + colour | ❌ | ❌ | ✅ |
Setting up the customer portal
To set up your customer portal, navigate to Settings > Customer portal.
Activating the customer portal
Activate your customer portal by clicking Activate.
Customer portal: URL
Via the link shown under Portal login, your customers can log in to your customer portal.
Customer portal: Access
Here you can set what customers can adjust within your customer portal.
Offer the option to:
Cancel order: Customers can cancel their orders with the click of a button. This doesn't reverse any payments, but sends an email to you as the administrator. You'll need to take the further steps for cancellation yourself. The button disappears 14 days after the first invoice date.
This does not apply to business orders
Cancel / Resume subscriptions: Customers can cancel and/or resume their subscription themselves. You don't have to do this for them.
Change billing cycle: Customers can change their payment cycle themselves, for example from 'monthly' to 'annually'.
Change invoice details: Your customer can adjust their own invoice details. This option only applies to instalments and subscriptions, and the changes are shown on the next invoice.
Customer portal: Appearance
Set up your shop's brand identity here.
Logo: Add an image by clicking Add and selecting your logo in the media library.
Colour: Set the primary colour of your customer portal here.
Hide "Powered by Plug&Pay" text: Choose whether or not to show this text in your customer portal.
Using the customer portal
Your customers navigate to their customer portal via the link shown in the settings for the customer portal, as discussed above. After entering their email address, they receive a login link that takes them to their customer environment.
Customer portal: Overview
In the customer portal overview, the customer can edit their details and view their subscription(s) or invoices.
Contact details: Here, the customer will find the contact details of your business.
Change email address: The customer can use this option to change the login email address for the customer portal.
Terms of Service: The customer can read your uploaded Terms of Service here.
Log out: The customer logs out with this button.
Subscriptions: Via the Details button, the customer can view and edit their subscription details. More info on this below.
Invoice history: The customer's invoices. With the Actions button, the customer can download their invoice or the UBL file, or cancel their order.
ℹ️ If the customer still has to complete their payment, a payment link is shown here.
Customer portal: Subscriptions
Customers can use the Details button under Subscriptions to view and edit the details of their subscription.
Subscriptions: Overview
At the top of the Details page, the customer will find an overview of the subscription with the Actions dropdown. Via this dropdown, they can change their billing cycle or cancel their subscription.
Subscriptions: Payment methods
An overview of the customer's payment methods. If none have been added yet, the customer can do so here via the Add payment method button.
Subscriptions: Invoice details
The customer's invoice details are shown here. Via the Change invoice details button, they can adjust these.
Subscriptions: Invoice history
The customer's invoices within the selected subscription. Via the Actions button, the customer can download the invoice or the UBL file, or cancel their order if the order is less than 14 days old.
