# Customer self-service with a customer portal Allow your customers to manage their own accounts and subscriptions. Provide self-service functions to your customers by setting up a customer portal. You can configure it entirely in the Dashboard, or use the API to implement more advanced features, such as multiple configurations for different customers or for *connected accounts* (A person or business accepting payments or receiving payouts on a Connect platform). You can automate many of your customer interactions by combining a customer portal with customer communications controlled by [Stripe Billing automations](https://docs.stripe.com/billing/automations.md). You create and manage automations in the Dashboard. ## Get started with the customer portal [Set up a customer portal (No code)](https://docs.stripe.com/customer-management/activate-no-code-customer-portal.md): Create and configure a customer portal using the Dashboard. [Integrate a customer portal (API)](https://docs.stripe.com/customer-management/integrate-customer-portal.md): Customize and integrate a customer portal using code. [Streamline customer portal interactions (API)](https://docs.stripe.com/customer-management/portal-deep-links.md): Set up custom links to specific self-service actions by coding customer portal flows. ## Customer portal features A customer portal allows your customers to self-manage their payment details, invoices, and subscriptions in one place. | ![](https://d37ugbyn3rpeym.cloudfront.net/videos/customer_portal/PortalFunctionalityTrimmed.mp4) | **Key customer portal features** - Download invoices - Update payment methods - Cancel a subscription - Update customer information - Upgrade and downgrade subscriptions [View demo](https://billing.stripe.com/customer-portal-demo) | | ------------------------------------------------------------------------------------------------ | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | Feature | Description | | ---------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | Customer management | Offer your customers a self-serve method to: - Update billing information, including their tax IDs - Update payment methods - Update subscriptions - Cancel subscriptions immediately or at the end of the current billing period - Pay, download, and view current and past invoices | | Cancellation deflection | Reduce churn by offering your customers a coupon when they try to cancel their subscription. Customers who cancel anyway can share why. You can collect those reasons through webhooks or Stripe Sigma. | | Interoperability | Use the portal with other Stripe products: - [Checkout](https://docs.stripe.com/payments/checkout.md) - [Payment Links](https://docs.stripe.com/payment-links.md) - [Connect](https://docs.stripe.com/connect.md) - [Invoices](https://docs.stripe.com/invoicing.md) - [Billing](https://docs.stripe.com/billing.md) - [Stripe Tax](https://docs.stripe.com/tax.md) | | Localization support | Automatically localize the portal based on your customers’ preferred language. To view a localized version of the portal, set your browser’s default language to the language you want to preview. See the full list of supported languages in the table below. | | Customized branding | Configure the portal to match your branding, including your icon, logo, colors, and business information. | | Payment methods | Manage payment methods to make it convenient for your customers to pay you. See the full list of [supported payment methods](https://docs.stripe.com/customer-management.md#supported-payment-methods). Read the [payment methods](https://docs.stripe.com/payments/payment-methods/integration-options.md) guide to learn more. | | Invoice-only support | Yes. You don’t need to use subscriptions for the customer portal to be useful for your business and your customers. To preview invoicing management in the portal, complete the following step 1. Create a *sandbox* (A sandbox is an isolated test environment that allows you to test Stripe functionality in your account without affecting your live integration. Use sandboxes to safely experiment with new features and changes) in the Dashboard (nothing you do in a sandbox affects your live setup). 1. Go to the [Customers page](https://dashboard.stripe.com/customers), and select a customer. 1. Create a new invoice for the customer. 1. Click **Actions**, then **Open customer portal**. For security reasons, the quick view option isn’t available for live mode customers. | | Language support | **Languages supported by the customer portal** - Bulgarian (bg) - Chinese Simplified (zh) - Chinese Traditional—Hong Kong (zh-Hant-HK) - Chinese Traditional—Taiwan (zh-Hant-TW) - Croatian (hr) - Czech (cs) - Danish (da) - Dutch (nl) - English, US (en) - English, UK (en-GB) - Estonian (et) - Filipino (fil) - Finnish (fi) - French, France (fr) - French, Canada (fr-CA) - German (de) - Greek (el) - Hungarian (hu) - Indonesian (id) - Italian (it) - Japanese (ja) - Korean (ko) - Latvian (lv) - Lithuanian (lt) - Malay (ms) - Maltese (mt) - Norwegian Bokmål (nb-NO) - Polish (pl) - Portuguese, Portugal (pt) - Portuguese, Brazil (pt-BR) - Romanian (ro) - Russian (ru) - Slovak (sk) - Slovenian (sl) - Spanish, Spain (es) - Spanish, Latin America (es-419) - Swedish (sv) - Thai (th) - Turkish (tr) - Vietnamese (vi) | | Stripe Connect compatibility | The customer portal works with Stripe Connect. If you’re using the customer portal with Stripe Connect, make sure you configure the customer portal for the platform instead of a connected account. | | Ephemeral sessions | Portal sessions are temporary. New portal sessions expire after a 5 minute period. If a customer uses it within that time period, the session expires within 1 hour of the most recent activity. | ### Customer portal limitations The customer portal has the following limitations: - If subscriptions use any of the following, customers can only cancel them in the portal. They can’t update these subscriptions. - [Multiple products](https://docs.stripe.com/billing/subscriptions/quantities.md#multiple-product-sub) - [Usage-based billing](https://docs.stripe.com/products-prices/pricing-models.md#usage-based-pricing) - Sending invoices for collection. Read more about the `collection_method` [parameter](https://docs.stripe.com/api/subscriptions/object.md#subscription_object-collection_method). If you use the Dashboard to create the subscription, you make this selection in the **Payment method** section. - Unsupported payment methods - Customers can’t update or cancel subscriptions that currently have an update scheduled with a [subscription schedule](https://docs.stripe.com/billing/subscriptions/subscription-schedules.md). - Customers can only modify subscriptions if the new price has the same [tax behavior](https://docs.stripe.com/api/prices/create.md#create_price-tax_behavior) as the initial price. Additionally, no modifications are allowed if the tax behavior is `unspecified`, even if the tax behavior of the new price is `unspecified`. Learn more about the `tax_behavior` parameter and how it [relates to subscriptions](https://docs.stripe.com/billing/taxes/collect-taxes.md?tax-calculation=stripe-tax#product-and-price-setup). - The portal displays the payment method section if the session allows for payment method management, even if the portal doesn’t support the customer’s default payment method. - Customers can’t define multiple [Prices](https://docs.stripe.com/api/prices.md) with the same `product` and `recurring.interval` values. For example, to offer a magazine for 4.00 USD per month regular price and 3.00 USD per month for students, create a separate student magazine [Product](https://docs.stripe.com/api/product.md) version. - Customer modifications to a `trialing` subscription will end the free trial and create an invoice for immediate payment. - When you [allow customers to switch plans](https://docs.stripe.com/customer-management/configure-portal.md#configure-subscription-management), you can specify a maximum of 10 products for them to choose from. - Displaying the portal inside an iframe isn’t supported. ## Supported payment methods | [Payment method](https://docs.stripe.com/api/payment_methods/object.md#payment_method_object-type) | Description | Currencies | Business location | Limitations | | -------------------------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | --------------- | -------------------------------------- | ---------------------------------------------------------------------------------------------------------------- | | ACH Direct Debit (`us_bank_account`) | Stripe users can receive bank transfers directly from customers. | USD | US | None | | Amazon Pay (`amazon_pay`) | Amazon Pay is a wallet payment method that lets your customers check out the same way as on Amazon.com. | USD | US | None | | AU BECS Debit (`au_becs_debit`) | Bulk Electronic Clearing System (BECS) Direct Debit payments from customers with an Australian bank account. | AUD | AU | None | | Boleto (`boleto`) | Boleto is a popular payment method in Brazil where customers pay by using a Boleto voucher with a generated number. | BRL | BR | You must have a Brazilian Stripe account to accept Boleto from your customers. | | Cards (`card`) | Cards, including Apple Pay and Google Pay, are one of the most popular ways to pay online, with broad global reach. There are different types of cards and several steps in the process. | Most currencies | Most locations | None | | Cash App Pay (`cashapp`) | Cash App is a popular consumer app in the US that allows customers to bank, invest, send, and receive money using their digital wallet. | USD | US | None | | Link (`link`) | Link saves and autofills payment and shipping information for your customers so they don’t need to enter payment details manually. | Most currencies | Most locations | None | | NZ BECS Debit (`nz_bank_account`) | Bulk Electronic Clearing System (BECS) Direct Debit payments from customers with a New Zealand bank account. | NZD | NZ | None | | PayPal (`paypal`) | PayPal is a payment method that enables customers in any country to pay using their PayPal account. | Most currencies | Europe | [Requires approval](https://docs.stripe.com/payments/paypal/set-up-future-payments.md#enable-recurring-payments) | | Pre-authorized debits (`acss_debit`) | PADs are a low-cost, high volume batch processing network for financial transactions in Canada. | CAD, USD | CA, US | None | | SEPA direct debit (`sepa_debit`) | The Single Euro Payments Area (SEPA) is an initiative of the European Union to simplify payments within and across member countries. | EUR | AU, CA, Europe, HK, JP, MX, NZ, SG, US | None | | UK BACS Debit (`uk_bacs_debit`) | Bacs Direct Debit is a reusable, delayed notification payment method available to bank account holders from the United Kingdom. | GBP | UK | You must have a UK Stripe account and a UK bank account to accept UK BACS Debit from your customers. | ## Other hosted resources to use with the customer portal Stripe offers multiple prebuilt resources so you can bill your customers quickly and maximize revenue retention and recovery. [Payment links](https://docs.stripe.com/payment-links.md): Share a link with your customers to get them signed up for your service through a payment page hosted by Stripe. [Checkout](https://docs.stripe.com/payments/checkout.md): Let your customers sign up through a prebuilt payment form. You can embed it in your site or redirect your users to a page hosted by Stripe. [Pricing table](https://docs.stripe.com/payments/checkout/pricing-table.md): Create a pricing table in the Stripe Dashboard and embed the table in your site. Your customers select a plan then pay through Stripe Checkout.