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How to use the Customer Portal?

🤖 Explain with AI

The Customer Portal is a self-service interface that 4Geeks generates automatically for every subscriber. It allows your customers to manage their billing and subscription details without needing to contact your support team.

Accessing the Portal

  • 4Geeks Payments generates a unique, secure URL for each customer subscribed.
  • You can share this link directly with your customer, or they can find it in their subscription confirmation emails.

Key Features & Actions

Once logged in, your customers can perform the following actions independently:

  • Update Payment Methods:

    • Scenario: If a card expires or is lost.
    • Action: In the Payment Method section, customers can click Edit Payment Method to enter new credit card details (Number, Expiry, CVV) to ensure uninterrupted service.

  • Cancel Subscriptions:

    • Scenario: If a customer wishes to stop the service.
    • Action: They can click the Cancel Subscription button (located in the top right “Current Subscription Details” section) to stop future billing cycles immediately.

  • Download Invoices or Receipts:

    • Scenario: For accounting or tax purposes.
    • Action: In the Invoice History section (bottom right), customers can view a list of all past payments and download official receipts/invoices.

  • View Subscription Status:

    • Scenario: Checking renewal dates.
    • Action: The portal displays the Next Review Date (renewal date), current plan name, and the exact amount to be charged.

Visual Layout

  • Left Side: Displays your company branding, total charge amount, and plan description.
  • Top Right: Shows current plan status and the “Cancel” button.
  • Middle Right: Shows the active card on file (e.g., Visa ending in 4242).
  • Bottom Right: Full history of paid invoices.