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Help Center › Billing › Billing Portal

Billing

Billing Portal

The Billing Portal is a secure, self-service area where subscribers manage their own accounts: changing plans, updating payment methods, viewing invoices, and more. You decide which actions they can take, so your team handles fewer routine requests.

Using Maxio Core with Advanced Billing?

Part of the Billing Portal setup happens in Maxio Core, including invoice sync settings and inviting customers from their customer record. Set Up the Billing Portal

How the pieces fit together

The portal comes down to three things: how subscribers get in, what they can do once they're there, and what you control.

Who gets in
InvitationsSent automatically at signup or manually. Each invitation is valid for 48 hours.Login methodsA login link, a management URL, or a password, if you allow passwords.Portal accountsOne per email address. Subscriptions sharing an email share an account.
What they can do
Plan changesSwitch to another plan in the same product family, with a cost preview.Product changesEdit quantity-based, on/off, and one-time products. Metered products can't be edited.Account and paymentsUpdate contact details and payment methods, and view invoices.Cancel or pauseCancel now or at period end, or put a subscription on hold.
What you control
Portal settingsTurn each feature on or off for all subscribers.BrandingLogo, merchant info, invitation email, and custom CSS.Admin accessOpen a customer's portal yourself. Any action you take is live.

Start with what you're trying to do

Pick the goal closest to yours. Each path lists articles in the order to read them.

Answers to common questions

The Billing Portal questions customers ask most, and where to find the answer.

After your portal is set up

Public Pages →Self-Service Pages offer a lighter option for card updates.Subscriptions →Understand the changes subscribers make in the portal.Invoicing →See the invoices subscribers view and pay.

Didn't find what you need? Contact Support