Configure the customer portal
Configure settings for the self-serve customer portal in the Dashboard.
After setting up your customer portal, configure its settings in your Dashboard. If you haven’t set up your customer portal, see the customer portal guide.
Configure subscription management
Configure how to manage subscriptions in your customer portal integration.
| Option | Description | Default |
|---|---|---|
| Switch plan | Let your customer switch between subscription plans. This option is best when you have a good-better-best pricing model. | Off |
| Update quantities | Let your customer increase or decrease the quantity of a subscription. This functionality is best when you have a seat-based pricing model. | Off |
| Prorate subscription updates | If customers can change their plan or quantity, optionally credit back customers for time remaining in the billing cycle. You can apply a proration immediately or at the end of the billing period. | Off |
| Manage downgrades Preview | If customers can change their plan or quantity, optionally schedule the change to occur at the end of the billing period. If enabled, the customer portal automatically creates and attaches a subscription schedule to the subscription. When using this feature, be sure to follow best practices to prevent unexpected subscription overwrites. | Update immediately |
| Use promotion codes | If customers can change their plan or quantity, optionally allow customers to apply promotion codes when updating subscriptions. | Off |
Cancellation management
Configure your portal to allow cancellations, collect cancellation reasons, and offer retention coupons.
| Option | Description | Default |
|---|---|---|
| Cancel subscription | Let your customer cancel their subscription. After cancelling, customers can still renew subscriptions until the billing period ends. | On |
| Cancellation reason | Enable the Cancel subscription option to capture a cancellation reason when your customer cancels their subscription on the customer portal. | On |
| Retention coupons | Offer coupons to customers before they cancel their subscriptions. You can use coupons as part of your churn reduction strategy. | Off |
Customer billing configurations
Dictate what information your customers can manage.
| Option | Description | Default | |||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Billing information | Capture critical customer, shipping, and tax information from your customer for payment methods and to display on an invoice.
| On | |||||||||||||||||||||
| Payment methods | Let your customer update their payment method information. | On | |||||||||||||||||||||
| Promotion codes | Let your customer enter promotion codes on your customer portal instance when upgrading their plan. Go to the Coupons documentation to learn more about coupons, promotion codes, and discounts. | Off |
Customise the portal
Use these configuration settings to customise your customer portal instance.
| Name | Description | Required? |
|---|---|---|
| Headline | Enter an introductory text that the customer portal displays to your customers. You can only add one headline for each customer portal configuration. If you don’t enter anything, the customer portal displays this default text: “{{YOUR_BUSINESS_NAME}} partners with Stripe for simplified billing.” | Yes |
| Terms of service link | Enter a link to your terms of service. The customer portal shows this to your customers whenever they change a subscription or add a payment method. If you don’t enter anything, the customer portal uses the terms of service set in public account details instead. | No |
| Default Redirect link | Enter a link to redirect customers when they exit the customer portal. If you don’t enter anything, the customer portal doesn’t display “Return to {{YOUR_BUSINESS_NAME}}”. | No |
| Custom domain | Set a custom domain from which to serve the customer portal. To learn more, read the Checkout guide about custom domains. You can only set one custom domain per account. | No |
| Business name | Set the name of your business in the Public business information section of the Stripe Dashboard. The customer portal displays this name to your customer. | Yes |
Invoice history configurations
| Name | Description | Default status |
|---|---|---|
| Invoice history visible | Determine whether invoice history is visible to customers using your customer portal. | On |
Email settings configurations
Caution
Email settings are applied to all emails sent from Stripe to your customers. Make sure that any changes you make are appropriate for all your Stripe use cases.
Configure which emails Stripe sends to your customers. You can also configure a custom domain to use for the emails. You can configure all of this in the email settings of the Dashboard.
Customise branding
To customise the look and feel of the customer portal, go to the branding settings of the Dashboard. You can customise the following items:
- Your logo and icon
- Background colour
- Button colour
- Font
- Shapes
Branding with Connect
If you maintain a platform with Connect, the customer portal uses the brand settings of the connected account under these circumstances:
- The platform uses direct charges
- The platform uses destination charges with
on_behalf_ of
For all other connected accounts, you can configure the brand settings with the Accounts API.