Billing Portal Interface

The Billing Portal allows your customer to perform certain actions within their account, For more information on the features of the Billing Portal, please see the Billing Portal settings here.

We’ll outline each of the features below. For the sake of all examples below, all Billing Portal Features have been enabled in each screen grab. Configure the Billing Portal as needed to restrict Subscription actions within the portal.

Subscription Overview

When you Subscriber enters the portal, they will be presented with their current subscription. Additionally, a message from the Merchant will be displayed. This can be customized under Merchant Info in the Billing Portal Settings.

In the example below, Acme Daily Subscription refers to the Product Family Name. While Bronze Product refers to the actual product purchased from within the Product Family.

Multiple Subscriptions in Chargify

In the event that your Subscriber has more than one Subscription within Chargify, the Billing Portal can accommodate these subscriptions. The following graphic displays:

  • How Subscriptions to products from within the same Product Family are displayed
  • How Subscriptions to products from other Product Families are displayed

The Plan Details will give the Subscriber a glance at the following attributes of their subscription:

  • Subscription Started: The day that the Subscription was created within Chargify
  • Current Balance: The current amount due, or credit associated with the Subscription.
  • Estimated Next Billing Amount: This is the projected amount due at the next billing date.

My Account

Subscribers can update their email address and contact name within the Billing Portal, by selecting My Account. If your Subscribers would like to update this information, they must select the checkbox “Update Contact Information”. All associated Subscriptions will be updated immediately if any information is changed.

Change Plan

Your Subscriber has the option to change their account via the Plan Details portion of the Billing Portal. Once a user has selected the option to change their plan, they will be presented the following options:

At the time of publication of this article, the Subscriber will be be able to choose from all Products within your Chargify Site, across all Product Families. There is no option to curtail the choices made viewable to the Subscriber.

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:

This gives the user to confirm the following:

  • Payment Method
  • Prorated credit
  • Amount due
  • Subscription Renewal Date.

This option to change plan is akin to the act of Upgrading/Downgrading within Chargify. For more information on Upgrades/Downgrades, 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 cancelling.

The Billing Details of the Billing Portal confirms the active payment method on file. Additionally, the billing address of the payment method on file is presented.

Viewing Components

If a Subscriber has purchased components, they will be able to view the currently allocated amounts in the Billing Portal.

Editing Components

In the Chargify Billing Portal, you may give a user the option to edit the amount of components they are subscribed. Allowing the option to edit is a 2 step process.

Step 1

When setting up Components in Chargify, you can designate if an individual component can be edited in the Billing Portal. This is controlled via the checkbox under “User Access”. For more information, please see our components documentation here.

Step 2

In the Billing Portal settings, you must enable the option to “Allow Component Changes.” For more information on enabling this option, please see our documentation here.

Once these two options have been enabled, your Subscriber can elect to change their allotments. In the example below, only Support and IP Addresses can be edited in the Billing Portal. Note that they are Subscribed to 3 components in total.

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:

Please be aware that only Authorize.Net and Stripe will allow a user to update their card OR credit card separately. All other gateways require Subscribers to update the billing address associated with the card at the time of updating the card information.

Statements and Invoices

The Billing Portal displays recent and past statements and/or invoices for your Subscriber to view and save as PDF. This alleviates individual requests from Subscribers to have copies of statements/invoices sent.

Statements are grouped along with invoices under this view. They can be filtered by Subscription, by selecting the Filter option under the Statement viewer.

Statements and Invoices will inhererit certain attributes depending on whether or not they have been paid.

  • Green Checkmark: Indicates a statement or invoice has been paid
  • Red Lightning Bolt: Indicates a statement or invoice is past due

Your Subscriber can elect whether the view their statement directly in the user interface, or elect to download a PDF version.

For more information on statements, please view our Statement Documentation. Alternately, if you are interested in learning more about Invoicing, please view our documentation here.

Example Statement

Example Statement PDF

Example Invoice

Example Invoice PDF