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Customer Portal
Customer Portal
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Written by Gabriel Gonçalves
Updated over a week ago

The Customer Portal is a platform where customers can conveniently manage their subscriptions and view all their transactions. In this guide, you will find information on how the Customer Portal works to better serve your customers' needs.

Accessing the Customer Portal

To access the Customer Portal, follow these steps:

  1. Log in to your customer account.

Viewing Transactions

You can easily keep track of your transactions through the Customer Portal. Toggle between Recurring and One-time to see the following for each type of transaction:

  • Transaction history: Access a summary of all your past transactions, including dates, descriptions, and amounts.

  • Download receipts: Download and print invoices for your records or accounting purposes.

Subscription Management

The Customer Portal provides you with the ability to manage your subscriptions efficiently. Here's what you can do:

  • View subscriptions: You can see a list of active subscriptions, including details such as subscription type, billing cycle, and next payment date.

  • Cancellation: Navigate to the subscription you want to cancel and submit a cancellation.

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