Enabling / Disabling the Billing Portal
The Billing Portal must be enabled before your subscribers can begin to interact with it. To enable from Advanced Billing, go to Config > Settings > Billing Portal tab > click Enabled for this site.
Subscriber Invitations
With automatic email invitations enabled, we will send an email invitation to your new subscribers. This email will contain a link that will give the subscriber automatic access to manage the subscription. Otherwise, you will need to invite your subscribers from the Subscriptions tab of Advanced Billing.
Decide to send manual or automatic Billing Portal invitations
Features
Customize the Billing Portal by selecting the features that meet your business needs
| Option | Description |
| Allow Plan Changes | Allow or disallow a subscriber to change their plans. You can choose the way the products available for the customer to choose from will be sorted in the view. |
| Allow Immediate Cancellations | Allow or disallow a subscriber to cancel their subscriptions immediately. |
| Allow Delayed Cancellations (at end of period) | Allow or disallow a subscriber to cancel their subscriptions. |
| Allow Card Updates | Allow or disallow a subscriber to update their credit cards. |
| Allow Profile Updates | Allow or disallow your a subscriber to update their customer profile information, such as name and email address. |
| Allow Component Changes | Allow or disallow a subscriber to change their components, quantity and on/off. |
| Remove Maxio Logo | Enabling this checkbox removes the Maxio logo from the billing portal for white-labelling purposes. |
| Allow Password Logins | If password logins are turned off, a customer can use the login screen to easily request a Login Link using their email address on file. |
| Display Churn Reason Codes | Enabling this will display churn reason codes to the subscriber upon cancellation if they’ve been defined. |
| Allow Putting Subscriptions On Hold | If enabled, this will allow customers to put their subscriptions on hold, either indefinitely, or, if ‘Allow Resuming Subscriptions’ is also enabled, it will allow them to specify a date and time to automatically resume. |
| Allow Resuming Subscriptions | If enabled, this will allow customers to manually resume their subscriptions, or to select a date to automatically resume when putting their subscription on hold. |
| Allow Applying Coupons | If enabled, this will allow customers to add coupons to their subscriptions. |
| Display Referral Codes | If enabled, this will allow customers to see their subscription’s referral codes. |
| Custom CSS | Allows users to apply custom Cascading Style Sheets (CSS) to the Billing Portal interface. This option enables businesses to align the look and feel of the Billing Portal with their brand’s identity by customizing fonts, colors, and layout styles. |
| Prevent 12-month Downward Interval Migration | Restricts customers from downgrading their billing plan or switching to a less frequent subscription (like going from annual to monthly) within 12 months. This helps keep customers on longer-term plans and makes revenue more predictable. |
| Finish Period when Billing Interval Change | Makes sure that when a customer switches their billing interval (like from monthly to quarterly), the current billing period finishes first before the new interval starts. This helps avoid mid-period changes and keeps the billing process on track. |
| Validate Payment Information | Checks the customer's payment details before finishing a transaction. It makes sure the payment method (like a credit card) is valid to avoid any errors and ensure smooth billing. |
| Show Invoices-Related Actions Only | Lets users only do things related to invoices, like viewing or downloading them. This keeps the interface simple and focused on key billing tasks. |
| Allow Customer to Enroll for Automatic Collection | Allows subscribers to sign up for automatic payments, so future invoices get charged automatically to their saved payment method, making the process smoother. |
| Allow Customer to Unenroll from Automatic Collection | Gives subscribers the option to opt out of automatic payments whenever they want, giving them more control over when and how they pay. |
| Display Organization Name | Shows the organization's name clearly on the customer portal, making it easy to recognize and reinforcing the company’s brand in all billing-related communication |
Sort Products for Plan Changes
We offer the ability to sort how products appear within the Billing Portal when a subscriber goes to change their product. This can help make it easier for a customer to find the product they are looking for; it can also let you prioritize newer or more expensive plans over older/cheaper plans.
Sort products by creation date, alphabetically, or by price
Product Change Strategy
This determines how product changes by your customers are handled. From the Default drop-down, choose from the following options.
Different strategies can be setup for different subscription states as well. Below the Default option, which will apply to any subscription not specified, separate strategies can be selected for both Trailing and Active subscriptions. From the drop-down, select either Active or Trialing, and then select Add Item.
Then the product change strategy can be applied to that subscription state. The other subscription state can be added with their own as well, by following these same steps.
It's important to keep in mind how these component types work within Product Change Strategies.
Usage-Based Components: Such as Metered or Event-Based Billing will be charged when the product change is set to occur. Once the subscription is on the new product the usage counts will reset to zero.
Quantity-Based Components: Such as Quantity-based, Prepaid Usage, and On/Off can be prorated down to the second if "Instantly with Proration" is selected. If "Instantly without proration" is selected the full amount of the components will be charged immediately.
For more information, please see our article on upgrades and downgrades.
Management Links
When a customer visits their unique Billing Portal link, they will be presented with a screen to enter their email. They will then get an email sent to them with a unique URL to allow them to access their Billing Portal.
When a customer visits their management URL, they are automatically logged into the Billing Portal–no additional verification is performed.
Decide how you want to verify your subscribers
Merchant Name
Enter the name you wish to display on the Billing Portal. This is useful to use if you do not have a logo.
Enter your company information that you would like to appear in the portal
The text you enter in the Merchant Info box will show on the main page of the Billing Portal. It should contain your contact information and anything else you want to tell your billing portal users. This field supports the markdown syntax and URLs and email addresses are automatically converted to clickable links.
Invitation Email Content
This invitation email will also be sent to all subscribers that you invite manually.
If the Automatic invitation emails for new subscribers option is enabled, we will send this invitation email to your new subscribers. Like other emails, the invitation email is fully customizable. Simply click Edit Template. Please see the list of possible Liquid variables for emails.
Customize your Billing Portal invitations
Tip: Some merchants choose to include the Billing Portal invitation in the subscription signup email from Advanced Billing. This option will reduce the number of emails sent to the customer upon signup. Use the variable, subscription.billing_portal_management_url.
Logo
This logo will be shown at the top of your billing portal instance. If a logo is not uploaded, your business name will be shown instead.
View your current logo or select Choose file to upload your logo