Manage Subscriptions in the Billing Portal

Manage common subscriber actions in the Advanced Billing Billing Portal, including updating account details, changing plans, canceling subscriptions, applying coupons, and updating payment methods. These Billing Portal options help subscribers manage subscription, customer, and payment information without merchant assistance.

Confirming Subscription Management

Subscribers will be asked to confirm if they’d like to manage their subscriptions in the Billing Portal if the following conditions are met:

• Billing Portal is configured to require email verification
• The customer does not accept the invitation email
• The customer requests a login link, either by going to the Billing Portal and requesting one or using the management URL to land on a page that says:

“It looks like you haven’t accepted an invitation yet! Click the link below to request a Login Link.“

The user hasn't accepted their invitation yet

When a subscriber logs into the Billing Portal in this particular workflow, they'll be given the option to confirm which subscriptions they'd like to manage

A subscriber can select which Plans/services they’d like to manage through the Billing Portal. Only the Plans/services they select will appear in the Billing Portal. If they do not confirm the management of the subscription, this does not affect the purchase of the Plan/service.

View subscriptions to confirm

Choose subscriptions to confirm

My Account

Subscribers can update their email address, organization name, and contact details within the Billing Portal by selecting My Account. If your subscribers would like to update this information in both Advanced Billing and the portal, they must select the checkbox “Update Contact Information”. If not selected, their Advanced Billing subscription won’t be updated. All associated subscriptions will be updated immediately if any information is changed.

For merchants based in the EU, customers can enter a VAT number to potentially be marked as tax-exempt.

Modify general account information, such as name, organization, email, or password

Change Plan

Your subscriber has the option to move services using the “Change Plan” button within the Plan Details section. Once selected, they will be presented the following options:

Choose a Plan to move to

Once your subscriber has chosen their desired new plan, they will be displayed a preview of the details of the plan change. Your subscriber will be shown the following:

Preview the new Plan's cost and whether any payment is due today

This gives the user to confirm the following:

• Payment method
• Prorated credit
• Amount due
• Subscription renewal date.

Whether the subscriber is charged and when their Plan change occurs depends on the default settings for Plan changes in the Billing Portal. For more information on the different options, please see our documentation here.

Cancel Plan

Your subscriber has the option to cancel their account via the Plan Details portion of the Billing Portal. Once a user has selected the option to cancel their plan, they will be presented an option to cancel immediately or cancel at end of period. There is no undo after this step. This step is to confirm the act of canceling.

Cancel your subscription

If you enable churn reason codes from your Billing Portal settings in the Advanced Billing application, the subscriber will also be able to see a list of reasons why they’re canceling their plan.

Select a required churn code, then cancel your subscription

Custom Fields

If a custom field is enabled to be displayed on the Billing Portal, it will be displayed under the section Subscription Settings, or Customer Settings if the field is related to a customer. The Customer Settings section will still be displayed under the overall subscription pane.

View the custom fields on your subscription

The subscriber is also given the option to edit the contents of the custom fields, by selecting “Change Settings”. If you do not wish for the subscriber to edit the contents of a custom field, you can simply disable the option for it to be displayed on the Billing Portal.

The subscriber can easily edit the contents of the custom field and select “Save Changes.”

Edit the custom fields on your subscription

In the example below, we feature a subscription from the same site. However, multiple custom fields contain data associated with the subscription.

View multiple custom fields on your subscription

We see that multiple custom fields are presented in the Billing Portal. These can be edited by the subscriber because they contain previously entered data for each custom field.

Edit multiple custom fields on your subscription

Editing Customer Custom Fields

If a customer chooses to update a custom field that is a customer field, the change will be visible for all the subscriptions listed in that customer’s Portal that belong to their customer account.

Editing custom fields for the customer

Customer custom fields are displayed on multiple subscriptions

Put On Hold

In the Advanced Billing Billing Portal, you may give a user the option to put their subscription on hold so that it does not renew.

Pause the billing for your subscription

Note that the option to select a date to automatically resume will only be displayed if you have enabled the “Allow Resuming Subscriptions” feature in the Billing Portal Settings.

Resume

In the Advanced Billing Billing Portal, you may give a user the option to resume their on-hold subscription so that it will start renewing again.

Resume the billing for your subscription

If the subscription’s normal next renewal date has already passed, then resuming will behave like a reactivation, re-setting the billing date to “now”, charging for a full billing period, and changing the status to active.

Applying Coupons

In the Advanced Billing Billing Portal, you may give a user the option to apply coupons to their subscriptions.

Configure Billing Portal Settings to Allow Applying Coupons

To allow customers to Add Coupons via the Billing Portal you must enable the option “Allow Applying Coupons” in the Billing Portal settings. For more information on enabling this option, please see our documentation here.

Subscribers will see an option to “Apply Coupon” in the main Subscription panel:

Apply Coupon option in the main Subscription Panel

Add Coupon

Customers may now enter a coupon code that they want to apply to their subscription. The Billing Portal only allows you to enter one coupon code at a time. They can also see the already applied coupons here.

Add Coupon Code

Summary

After successfully applying a coupon, the customer will see a summary of their subscription.

Subscription summary after the coupon has been added

Referral Codes

You can allow referral codes to be displayed in Billing Portal to your customers.

Configure Billing Portal Settings to Allow Applying Coupons

To allow displaying referral codes in Billing Portal, you must enable the option “Display Referral Codes” in the Billing Portal Settings. For more information on enabling this option, please see our documentation here.

Displaying Referral Codes for Subscription

The referral codes will be visible to customers at the bottom of the subscription displayed in the main pane:

Subscriber's unique referral code

Update Payment Method

Your subscriber has the option to update the payment method on file via the Billing Portal. Selecting Update Payment Method will display the following to your subscriber:

Update your payment information

When subscribers update the payment method for a specific subscription in the Billing Portal, they can view the active payment methods already associated with their account.

Subscribers can select an existing payment method to use for the subscription or follow the prompts to add a new payment method.

1. Log in to the Billing Portal.
2. Select the subscription to update.
3. Select the option to update or change the payment method.
4. Review the active payment methods associated with the account.
5. Select an existing payment method, or add a new one.
6. Save the update.