Skip to main content
The Customer Portal is a self-service interface where your Customers can independently manage their subscriptions, payment methods, invoices, and billing information—without requiring manual intervention from your team.

​
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 Invoices & Subscriptions

Customers can access their subscription details and view and download their invoices.