What can Customers do in the Portal?
Payment Method Management
Customers can add and manage their payment methods directly from the Customer Portal. The available payment methods depend on what has been configured in Settings > Payment Methods for the invoicing entity. For example, if Stripe is configured to accept credit cards, Customers will be able to enter their credit card information in the Customer Portal. However, the payment method that will actually be used to process payments is determined by the payment method strategy set at the Subscription level. For example, even if a Customer adds a credit card in the Customer Portal, it will not be used if the Subscription is configured to use bank transfer. 💡Note: When a Customer adds a new payment method of a given type (for example, a new credit card), it automatically becomes the default payment method for that type and will be used for future payments when that payment method is selected at the Subscription level. This is particularly useful when a Customer needs to update an expired or replaced card.Update Billing Details
Customers can update directly in the Portal their billing info (email, billing adress, tax number…). They updated information are automatically reflected in Meteroid and applied to future invoices.Manage & Pay Invoices
Customers can view and download their past invoices with their payment status. If the invoices have not already been paid, they can pay them using the pre-defined payment method:- If the subscritpion payment method has been set to “Online (card/direct debit)”, Customers will be able to update their card / account informations
- If the subscritpion payment method has been set to “Bank transfer”, Customers will access the bank details set in settings > Payment methods