# Customer portal

## Customer portal url

You can securely enable your customers to manage their subscriptions in a MoneyCollect-hosted customer portal by simply sharing a link. In the customer portal, your customers can update their payment information, adjust billing details, get invoices, and change their subscriptions themselves without you having to process their requests manually.

<figure><img src="https://3906929740-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FQyT5pndc80PGeNrMulEU%2Fuploads%2FFGR1cAzp6ptGEUbvDcZM%2Fimage.png?alt=media&#x26;token=78a7f028-e2e9-4dac-a522-b980bcd78318" alt=""><figcaption><p>Customer page</p></figcaption></figure>

<figure><img src="https://3906929740-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FQyT5pndc80PGeNrMulEU%2Fuploads%2FrQ16PHe8H9pIJAJV3MCp%2Fimage.png?alt=media&#x26;token=7726ad66-42a3-4884-b083-5025c39f1a1b" alt=""><figcaption><p>Customer details</p></figcaption></figure>

<figure><img src="https://3906929740-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FQyT5pndc80PGeNrMulEU%2Fuploads%2FiHZ1KUUF1FsN6cjEkInG%2F2857ba2f15b6b9572eac2c358572fd14.JPG?alt=media&#x26;token=a7a6015b-a21c-4169-ae0d-d1f1f1dadefe" alt=""><figcaption><p>Customer portal</p></figcaption></figure>

1. Go to the 【Customer】 page
2. Select the customer you want to view
3. Click the 【Copy url】 button (This URL is valid for 24 hours, refresh the page after 24 hours to get a new URL.)
4. Send the url to the customer

## **Customer portal settings**

<figure><img src="https://3906929740-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FQyT5pndc80PGeNrMulEU%2Fuploads%2FcujbtjRpI6mC1vZD1jdd%2Fimage.png?alt=media&#x26;token=265eca40-18f9-49b5-b0b6-fff2d86f96fb" alt=""><figcaption><p>Customer portal settings</p></figcaption></figure>

<figure><img src="https://3906929740-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FQyT5pndc80PGeNrMulEU%2Fuploads%2FzfgVjvBYuZ7MwPiYBI9M%2Fimage.png?alt=media&#x26;token=bb8deafa-e8ee-4ae4-93c8-527575b5303d" alt=""><figcaption></figcaption></figure>

<figure><img src="https://3906929740-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FQyT5pndc80PGeNrMulEU%2Fuploads%2F6zGSxhP1lUkjx5XO7CfU%2Fimage.png?alt=media&#x26;token=9657f2d7-c8dc-4788-b3b8-013da560963d" alt=""><figcaption><p>Preview</p></figcaption></figure>

**Reset**: Reset all unsaved changes

**Preview**: Preview your customer portal

**Save**: Save all changes

<figure><img src="https://3906929740-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FQyT5pndc80PGeNrMulEU%2Fuploads%2FKpPhEOZQ57PjsjLhpx8U%2Fimage.png?alt=media&#x26;token=8fab93c6-023e-442f-b0cf-1ee25ed5af6e" alt=""><figcaption><p>Branding</p></figcaption></figure>

**Appearance** ：Go to 【Branding settings】 to upload your icon or logo and customize colors.

**Business name**：  Go to 【Account details】 to review your public business name.

<figure><img src="https://3906929740-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FQyT5pndc80PGeNrMulEU%2Fuploads%2FoAJiv8rFiUDnKKzLTjh0%2Fimage.png?alt=media&#x26;token=6fb62a16-d7fe-40ee-846e-35c07a67f638" alt=""><figcaption><p>Functionality</p></figcaption></figure>

**Invoice history**： Allow customers to view their invoice history . Show customers an interactive list of their open and paid invoices.&#x20;

**Shipping information:** Allow customers to update the shipping address&#x20;

**Cancel subscriptions :** Allow customers to cancel subscriptions immediately or at the end of the billing period.

<figure><img src="https://3906929740-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FQyT5pndc80PGeNrMulEU%2Fuploads%2FCCEu62FuH6nac5PBVuyF%2Fimage.png?alt=media&#x26;token=95a6f2ab-5c02-46e8-ba54-694e519c4ce4" alt=""><figcaption><p>Business information</p></figcaption></figure>

Display the company information you want to present to customers.