Billing Portal Overview

The Maxio Billing Portal is a comprehensive area where your customers can manage their accounts. Since this is such a large topic, we’ve included the Billing Portal Settings in a separate article.

The Billing Portal is meant for use by your end users (customers). It provides a means for them to easily change plans, cancel service, update/add a credit card, or update their contact info.

It’s important to note that synchronization between Advanced Billing and your app or service is still your responsibility. However, the Billing Portal removes the need for you to implement a means for your customers to manage their subscriptions.

See also: Billing Portal Guide

Who is the Billing Portal for?

The Billing Portal is for any merchant that wants to allow their subscribers to self-manage their subscription to your service. This is a great way for a merchant to have a very hands-off approach to the daily tasks of subscription management.

Why should I use the Billing Portal?

Since your subscribers can self-manage their accounts, Advanced Billing’s Billing Portal frees up precious time for you and your staff. This reduces the number of emails and calls that your business handles as your business grows.

How are accounts connected for the Billing Portal?

Once a customer has Billing Portal access enabled on their subscription, a new Billing Portal account is created using their email address. Please be aware that if different subscriptions have the same email address, they will all use the same Billing Portal account.

What does the Billing Portal do?

As a merchant, you can pick and choose what options you allow your subscribers to take while in the Billing Portal. Configure the Billing Portal settings to enable/disable options to best suit your business needs.

For a full overview of the feature settings for the Billing Portal, please see the documentation for controlling the Billing Portal Settings.

Here’s a small sampling of the tasks that your subscribers can accomplish via the portal:

Where is the Billing Portal?

Each merchant receives a dedicated URL that’s unique to their Advanced Billing account. Your subscribers can log in directly through the main link, or receive a personalized URL that will redirect them to their personal Billing Portal page.

For more information on the location of the Billing Portal, please see our documentation that explains how your URL is formatted for the Billing Portal.

When should I invite my subscribers to the Billing Portal?

Advanced Billing gives you the option of inviting your subscribers to the Billing Portal manually or automatically. It’s up to you if you’d like to start off your subscribers with immediate access to the Billing Portal, or grant them access after the fact.

For more information on how invitations work, please click here.