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.
When your 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.
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.
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.
Subscribers will be asked to confirm if they’d like to manage their subscriptions in the Billing Portal if the following conditions are met:
- Billing Portal is configured to require email verification
- The customer does not accept the invitation email
- The customer requests a login link, either by going to the Billing Portal and requesting one, or using the management URL to land on a page that says:
“It looks like you haven’t accepted an invitation yet! Click the link below to request a Login Link.“”
A subscriber can select which products/services they’d like to manage through the billing portal. Only the products/services they select will appear in the billing portal. If they do not confirm management of the subscription, this does not affect the purchase of the product/service.
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.
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.
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.
If you enable churn reason codes from your billing portal settings in the Chargify application, the subscriber will also be able to see a list of reasons for why they’re cancelling their plan.
If a subscriber has purchased components, they will be able to view the currently allocated amounts in the billing portal.
In the Chargify billing portal, you can give a subscriber the option to edit the amount of components they have purchased. This is accomplished by following the outline below:
Configure Components for Editing in the Billing Portal
When setting up components in Chargify, designate an individual component to be edited in the billing portal. This is controlled via the checkbox under “User Access”. For more information, please see our components documentation on how to enable user access here.
Configure Billing Portal Settings to Allow Component Updates
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 change their components. 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.
Once a subscriber has selected additional components that they would like to add to their subscription, they are presented with a preview the charges (if any) that will be applied to the card on file.
The example below shows an example of a component change request with proration. We clearly display to the subscriber the amount of proration that is applied, and when the card on file will be charged. In the next section, we’ll discuss how to control proration in the billing portal.
It’s important to note that when subscribers change associated components, the proration applied stems from your site’s default components settings. More information about the default component site settings can be located in our help documentation.
To understand the different options for proration, we encourage you to visit the components allocation portion of our documentation.
If a custom field is enabled to be displayed on the billing portal, it will be displayed under the section subscription settings.
The subscriber is also given the option to edit the contents of the custom fields, by selecting change settings. If you do not wish for the subscriber to edit the contents of a custom field, you can simply, disable the option for it to be displayed on the billing portal
The subscriber can easily edit the contents of the custom field and select to save changes.
In the example below, we feature a subscription from the same exact site. However, multiple custom fields contain data associated with the subscription.
We see that multiple custom fields are presented in the billing portal. These can be edited by the subscriber, due to the fact that they contain previously entered data for each custom field.
In the Chargify billing portal, you may give a user the option to put their subscription on hold so that it does not renew.
Note that the option to select a date to automatically resume will only be displayed if you have enabled the “Allow Resuming Subscriptions” feature in the billing portal Settings.
In the Chargify billing portal, you may give a user the option to resume their on-hold subscription so that it will start renewing again.
If the subscription’s normal next renewal date has already passed, then resuming will behave like a reactivation, re-setting the billing date to “now”, charging for a full billing period, and changing the status to active.
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:
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 dtatement 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. Furthermore, you can decide to display or hide $0 product line items on invoices and statements in statements setting.
In Relationship Invoicing bill presentation you have an option to hide $0 product line items, more details in invoices settings documentation.