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.
Go to the 【Customer】 page
Select the customer you want to view
Click the 【Copy url】 button (This URL is valid for 24 hours, refresh the page after 24 hours to get a new URL.)
Send the url to the customer
Customer portal settings
Reset: Reset all unsaved changes
Preview: Preview your customer portal
Save: Save all changes
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.
Invoice history： Allow customers to view their invoice history . Show customers an interactive list of their open and paid invoices.
Shipping information: Allow customers to update the shipping address
Cancel subscriptions : Allow customers to cancel subscriptions immediately or at the end of the billing period.
Display the company information you want to present to customers.
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