Chargify provides a safe and secure location for your subscriber to manage their billing needs. Whether your subscribers are required to set a password, or can browse directly to their Billing Portal URL, your subscribers can manage their accounts with ease. This frees up valuable time for your staff to tend to other matters!
Every merchant using Billing Portal has a new “login screen” available at the following URL:
Where your “shortname” is your Chargify subdomain. 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.
Billing Portal login links expire after 65 days. After 65 days, the subscriber can request a login link via email.
Your customers can log in to the Billing Portal using their email address and a password that they choose. Additionally, customers can log in, whether they are using newer passwords or the old email Login Links.
Additionally, when customers have subscriptions they manage with multiple businesses and grow accustomed to the idea of the “shortname”, they can visit billingportal.com and directly enter a shortname, or choose from businesses they’ve already authenticated.
After you enable password logins, your customers will be prompted to choose a password after they accept their invitation email. Your customer can add a password then, or anytime via the link on their “My Account” page.
The existing methods of Billing Portal logins — Management URLs, Login Links, and Invitations — will continue to work. Passwords just provide a method that is more familiar to many users. ## Forgotten Passwords
If your customers forget their password, we provide a handy forgotten password flow that allows them to access their account and set a new password after clicking a link in an email.
The Billing Portal does not require the customer to set or remember a password. Instead, everything they need to sign in is included in a variety of helpful e-mails:
Invite E-mail: You may choose to have all customers automatically invited to the Billing Portal or you may invite them manually. When the customer accepts an invitation, they will be signed in to the Billing Portal to be able to access their subscriptions. The invite e-mail is valid for 48 hours after it is sent. If a customer tries to use the invite after this time, they’ll be asked to generate a new invite.
Login E-mail: If the customer has not used the Billing Portal for an extended period of time, he or she may be asked to sign in again. From the login screen, the customer can request to receive a new login URL via email. This link is valid for 1 hour. This process is very similar to the common “reset password” procedure on most websites (and has a similar security profile).
Management URL: Included at the bottom of statements & invoices your customers receive is a link to manage their subscriptions. This link is good for 65 days. This link alone is not sufficient to sign a customer into their Billing Portal account, unless you choose to bypass email verification in your Billing Portal settings. If the customer has already signed in recently (from the methods above), they can access their subscription. If not, they will be asked to verify their identity with a new login e-mail (or entering a password, if password logins are enabled).