Customer Portal
The customer portal gives customers a self-service place to review billing state without contacting support.
Use the portal to reduce tickets about invoices, payment links, payment methods, and subscription status.
Portal capabilities
| Capability | Customer can |
|---|---|
| Invoices | View open and historical invoices, download PDFs, and pay outstanding balances. |
| Payments | Review successful or failed payments where available. |
| Subscriptions | See active plans, billing periods, renewal dates, and cancellation state. |
| Payment methods | Add, update, or remove saved payment methods when supported by the gateway. |
| Billing profile | Update billing contact, address, and tax information where allowed. |
Setup checklist
- Configure invoice design and customer-facing email settings.
- Connect payment gateway if customers should pay online.
- Confirm portal authentication method.
- Test a customer invite in test mode.
- Review what customer fields can be edited.
- Confirm support escalation path appears in customer-facing content.
Security model
Customer portals should use secure, time-limited access links or authenticated customer sessions. Do not expose internal customer IDs, API keys, webhook secrets, or admin-only invoice controls to customers.
Customer support playbook
When a customer reports a billing issue:
- Confirm the customer account.
- Open the invoice or subscription in Floatless.
- Compare portal view with internal record.
- Check payment transaction history.
- Apply credit or correction if the invoice is wrong.
- Send the customer the updated invoice or portal link.