Skip to content
Skip to Content
Skip to main content
CUSTOMER SELF-SERVICE

Your Customers Deserve Their Own Portal

Give customers 24/7 access to view all invoices, manage subscriptions, and update payment methods - without ever contacting you.

65% fewer billing inquiries

24/7 customer access

Zero login friction

Why Your Customers Will Love It

A self-service portal that empowers customers and saves you time

Instant Invoice Access

Customers view all past and present invoices instantly - no more emailing PDFs or digging through records

Subscription Control

Let customers manage their own subscriptions, update billing details, and change payment methods without your intervention

Download Anytime

Customers download invoices, receipts, and account statements whenever they need them for their records

Payment History

Complete transaction history with payment status, amounts, dates, and receipt downloads all in one place

No Login Required

Secure token-based access via email link - customers access their portal without creating yet another password

Mobile Friendly

Fully responsive design works perfectly on any device - phone, tablet, or desktop

Everything Your Customers Need

A complete self-service experience that reduces your workload

Invoice Library

Chronological view of all invoices

  • Filter by date, status, or amount
  • Search by invoice number
  • Sort by any column
  • Download individual or bulk PDFs

Subscription Manager

Full control over recurring billing

  • View active subscriptions
  • Pause or cancel anytime
  • Update billing frequency
  • Change subscription plans

Payment Methods

Secure payment information management

  • Add new credit/debit cards
  • Set default payment method
  • Remove old payment methods
  • PCI-compliant card storage

Account Statements

Complete financial record keeping

  • Monthly account statements
  • Year-end summaries
  • Payment history export (CSV)
  • Tax documentation ready

How It Works

Simple, secure access in three steps

1

You Send Invoice

When you send an invoice, customers automatically get a secure portal link

2

Customer Clicks Link

They click the link in their email or SMS - no login, password, or registration needed

3

Full Portal Access

Customers instantly access all their invoices, subscriptions, and account details

What This Means for Your Business

Real impact on your bottom line and team efficiency

65%

Reduction in Billing Support Tickets

Customers find answers themselves instead of emailing or calling your support team

24/7

Customer Access

No more "Can you resend my invoice?" emails at midnight or on weekends

10min

Average Time Saved Per Inquiry

Time your team would spend finding and sending invoice copies or subscription details

3x

Faster Payment Updates

Customers update expired cards themselves - no manual outreach required

What Businesses Say

โ€œThe customer portal cut our billing support tickets by 70%. Customers love having 24/7 access to their invoices.โ€

Sarah Johnson

CFO, TechStart Inc

SaaS Company, 500+ customers

โ€œWe used to spend 10 hours a week emailing invoice copies. Now customers just grab them from the portal. Game changer.โ€

Mike Chen

Operations Manager

Consulting Firm, 200+ clients

โ€œThe white-label portal looks like it's built into our platform. Customers don't even realize it's a third-party tool.โ€

Emily Rodriguez

Product Lead

B2B Platform, Enterprise customers

Ready to Reduce Support Tickets by 65%?

Give your customers the self-service portal they deserve

Customer portal included in all plans โ€ข No credit card required โ€ข 5-minute setup

The customer portal integrates seamlessly with other powerful features

Automated Reminders

Reduce manual follow-ups with automatic payment reminders sent to the customer portal

Multi-Channel Delivery

Send portal access links via email, SMS, or QR code for instant customer access

Subscription Management

Let customers manage their recurring invoices and subscriptions directly from the portal

Frequently Asked Questions

No! Customers access the portal via secure, time-limited tokens sent via email or SMS. No passwords, no registration, no friction.
Yes, if you import historical invoices during migration. The portal displays all invoices in your system, past and present.
You can instantly resend a new secure access link from your dashboard. The link is valid for 7 days and can be regenerated anytime.
Yes. You control which features are enabled (invoices, subscriptions, payment methods, etc.). Enterprise plans offer full white-labeling.
Yes! The customer self-service portal is included in all plans (Starter, Professional, and Enterprise) at no extra cost.
Bank-grade security with TLS 1.3 encryption, PCI DSS compliance for payment data, token-based authentication, and complete data isolation per customer.
Yes! Each invoice has a "Pay Now" button that takes them to a secure checkout page where they can pay with credit card or bank transfer.
The portal is fully responsive and works on all modern browsers and devices - iOS, Android, tablets, and desktops.
Customer Self-Service Portal | Invoice & Subscription Management 24/7 ยท Customer Portal