The Customer Portal is a portal hosted and branded by you as the Merchant where Customers can go to view and manage any outstanding Invoices, Subscriptions, or saved payment methods.
To set up your Customer Portal, follow these detailed steps:
Log into your Merchant Dashboard: Open your Merchant Dashboard where you manage all aspects of your account.
Navigate to the "Features" menu: In the top menu bar, find and click on the "Features" drop-down option.
3. Select "Customer Portal": From the drop-down list, choose "Customer Portal." This will open the configuration page for setting up your portal.
From here, you can customize and configure your Customer Portal to suit your needs, such as enabling customers to view outstanding invoices, manage subscriptions, and update payment methods. Make sure to review any available options for branding and permissions to ensure the portal is properly set up for your business and customers.
- When finished, press the "Save" button.
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