Settings

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.

Enabling / Disabling the 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 (at end of period): 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, Quantity and On/Off.

  • 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.

  • Display Churn Reason Codes: Enabling this will display churn reason codes to the subscriber upon cancellation if they’ve been defined in Settings > Churn Reason Codes.

  • Allow Putting Subscriptions On Hold: If enabled, this will allow customers to put their subscriptions on hold, either indefinitely, or, if ‘Allow Resuming Subscriptions’ is also enabled, it will allow them to specify a date and time to automatically resume.

  • Allow Resuming Subscriptions: If enabled, this will allow customers to manually resume their subscriptions, or to select a date to automatically resume when putting their subscription on hold.

Product Change Strategy

This determines how product changes by your customers are handled. Choose from 3 options:

  • Instantly with proration
  • Instantly without proration
  • Delayed till their next renewal date

Metered Components: Only the upgrade/downgrade of the Product is prorated. As you change the product, the components will reset to zero.

Quantity Components: The total price of the product plus the components is prorated. As you change the product, the components will not reset to zero.

For more information, please see our article on upgrades and downgrades

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 URL to allow them to access their Billing Portal.

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 Name

Enter the name you wish to display on the Billing Portal. This is useful to use if you do not have a logo.

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 invitation email will also be sent to all subscribers that you invite manually.

If automatic email invitations enabled, we will send this invitation email to your new subscribers. Included with the email, an invitation link can be included in the subscription signup email by using the email variable subscription.billing_portal_management_url.

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.

For more information on email variables, please see the list of possible options for emails.

Tip: Some merchants to include the Billing Portal invitation in the subscription signup email from Chargify. This option will reduce the number of emails sent to the customer upon signup.

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