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Billing Portal Settings Explained

Chargify’s Billing Portal is an out-of-the-box, customer-facing portal where your customers can manage their subscriptions.  Your customers can do all sorts of routine things that save you (and them!) time… like upgrading/downgrading service, adding/updating payment info, downloading statements, cancelling service, etc.

Synchronization between Chargify and your app or service is still your responsibility. However, Billing Portal removes the need for you to implement a means for your customers to manage their subscriptions.

Billing Portal

The Billing Portal must be enabled before your Subscribers can begin to interact with it. To enable the Billing Portal for your site, go to Settings --> Billing Portal and ensure that it is '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 Chargify.

Features

Allow Plan Changes: Allow or disallow a Subscriber to change their plans

Allow Immediate Cancellations: Allow or disallow a Subscriber to cancel their subscriptions immediately. 

Allow Delayed Cancellations: 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 Payment Profile. 

Allow Component Changes: Allow or disallow a Subscriber to change their Components.

Remove Chargify Logo: Enabling this checkbox removes the Chargify logo from the Billing Portal for white-labeling 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.

For more information on Password logins, please see our full blog post here.

Management Links

Require customers verify their email before logging in

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 

Bypass email verification for logins

When a customer visits their unique Billing Portal link they are automatically logged into the Billing Portal, no additional verification is performed

Merchant Info

This text shows on the main page of 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 E-Mail addresses are automatically converted to clickable links.

Invitation Email Content

This text is included in the body of the email that is sent to your subscribers whenever they are invited to use Billing Portal.

{{url}} will be automatically replaced with the login url.

Logo

This logo will be shown at the top of your Billing Portal instance. If none is uploaded, your Business Name will be shown instead. 

 

 

 

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