Customer Billing Portal

Vendors have the ability to use customer billing portals on their site pages to allow customers to look up related account and purchase information.

You can add the customer billing portal via two methods:

  • PayKickstart hosted link to Customer Billing Portal
  • Embeddable Customer Billing Portal

PLEASE NOTE: In order for the customer to access a related product from the billing portals, the customer must have at least 1 paid transction.


PayKickstart hosted link to Customer Billing Portal:

This option allows vendors to easily paste a PayKickstart hosted link to allow customers to click and access the general customer billing portal.

LINK: https://app.paykickstart.com/billing

You can paste this link on your page to allow customers to click and access the customer billing portal.

You have the option to control what actions the customer can take with your products via the global billing portal.

After entering the corresponding email address, the customer will receive an email from support@PayKickstart.com with a personal link to their billing section to access the information and make changes if needed.

PLEASE NOTE: The PayKickstart hosted option allows customers to see all billing information, as well as download invoices and access products. If you would like a more customizable option, please see the embeddable customer portal option below.

Embeddable Customer Billing Portal:

Step 1: Go to Utilities > Customer Billing Portal

Step 2: Click "NEW WIDGET" in the top right of the billing portal page.

Step 3: Select the campaign(s) you would like to use the billing portal with and click next step.

Step 4: In this step, you will set the design options for the customer portal such as:

  • Font selection: Choose the font you want to use.
  • Show Heading: Enable or Disable the Headline and Description
    • Headline: The main title wording for your portal
    • Description: The secondary wording used in the portal
  • Background Color: The color you would like to set for the customer portal background.
  • Custom CSS(Optional): this field would allow you to add additional CSS if you would like to further customize the portal design options.
  • Features:
    • Change Billing Method: If enabled, this will allow customers to update their billing information from the portal.
    • Cancel Subscription: If enabled, this will allow the customer to cancel subscriptions on their own inside the portal.  You also have the ability to allow the customer to choose if its an immediate cancellation, or at the end of the current billing period or both options.
    • Download Invoice: This will allow the customer to download an official invoice for the purchase transaction.

After editing the settings to your preferences, click "Next Step at the bottom.

Step 5: Copy and paste the customer portal embed script in the header section of the page you want to show customers the billing portal.

NOTE: If you want to auto-login the customer, please refer to the API documentation for Customer billing

Step 6: After pasting the code on your site, save the portal settings.

Step 7(Optional): You have the ability to enable or disable specific products in a selected campaign to show in the billing portal.  If you want to disable a specific product, go to the product settings for that product and in section 2, you can disable the product from showing as available in the customer billing portal.


Your customers will now be able to use the embedded customer billing portal to enter their email address used to purchase and access their billing portal.

NOTE: If you want to auto-login the customer, please refer to the API documentation for Customer billing

After entering the corresponding email address, the customer will receive an email from support@PayKickstart.com with a personal link to their billing section to access the information and make changes if needed.

 

 

 

 

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