Subscription Management

Confirming Subscription Management

Subscribers will be asked to confirm if they’d like to manage their subscriptions in the Billing Portal if the following conditions are met:

Billing Portal is configured to require email verification
The customer does not accept the invitation email
The customer requests a login link, either by going to the Billing Portal and requesting one or using the management URL to land on a page that says:

“It looks like you haven’t accepted an invitation yet! Click the link below to request a Login Link.“

The user hasn't accepted their invitation yet.

When a subscriber logs into the Billing Portal in this particular workflow, they'll be given the option to confirm which subscriptions they'd like to manage.

A subscriber can select which products/services they’d like to manage through the Billing Portal. Only the products/services they select will appear in the Billing Portal. If they do not confirm the management of the subscription, this does not affect the purchase of the product/service.

My Account

Subscribers can update their email address, organization name, and contact details within the Billing Portal by selecting My Account. If your subscribers would like to update this information in both Advanced Billing and the portal, they must select the checkbox “Update Contact Information”. If not selected, their Advanced Billing subscription won’t be updated. All associated subscriptions will be updated immediately if any information is changed.

For merchants based in the EU, customers can enter a VAT number to potentially be marked as tax-exempt.

Please note that if a field is left blank, it will be updated to blank for the subscriptions selected with the checkbox.

Modify general account information, such as name, organization, email, or password.

Change Plan

It is only possible to change products within the current subscriber's product family. Any other products outside of the current product family will not be available for selection; the product change would instead need to be completed outside of the Billing Portal.

Your subscriber has the option to move services using the “Change Plan” button within the Plan Details section. Once selected, they will be presented the following options:

Once your subscriber has chosen their desired new plan, they will be displayed a preview of the details of the plan change. Your subscriber will be shown the following:

Preview the new product's cost and whether any payment is due today.

This gives the user to confirm the following:

Payment method
Prorated credit
Amount due
Subscription renewal date.

Whether the subscriber is charged and when their product change occurs depends on the default settings for product changes in the Billing Portal. For more information on the different options, please see our documentation here.

Cancel Plan

Your subscriber has the option to cancel their account via the Plan Details portion of the Billing Portal. Once a user has selected the option to cancel their plan, they will be presented an option to cancel immediately or cancel at end of period. There is no undo after this step. This step is to confirm the act of canceling.

If you enable churn reason codes from your Billing Portal settings in the Advanced Billing application, the subscriber will also be able to see a list of reasons why they’re canceling their plan.

Select a required churn code, then cancel your subscription.

Custom Fields

If a custom field is enabled to be displayed on the Billing Portal, it will be displayed under the section Subscription Settings, or Customer Settings if the field is related to a customer. The Customer Settings section will still be displayed under the overall subscription pane.

The subscriber is also given the option to edit the contents of the custom fields, by selecting “Change Settings”. If you do not wish for the subscriber to edit the contents of a custom field, you can simply disable the option for it to be displayed on the Billing Portal.

Subscribers may only view and edit custom fields that contain previously entered data. If there are other custom fields associated with a site, they will not be displayed.

The subscriber can easily edit the contents of the custom field and select “Save Changes.”

Edit the custom fields on your subscription.

In the example below, we feature a subscription from the same site. However, multiple custom fields contain data associated with the subscription.

View multiple custom fields on your subscription.

We see that multiple custom fields are presented in the Billing Portal. These can be edited by the subscriber because they contain previously entered data for each custom field.

Edit multiple custom fields on your subscription.

Editing Customer Custom Fields

If a customer chooses to update a custom field that is a customer field, the change will be visible for all the subscriptions listed in that customer’s Portal that belong to their customer account.

Customer custom fields are displayed on multiple subscriptions.

Put On Hold

In the Advanced Billing Billing Portal, you may give a user the option to put their subscription on hold so that it does not renew.

Pause the billing for your subscription.

Note that the option to select a date to automatically resume will only be displayed if you have enabled the “Allow Resuming Subscriptions” feature in the Billing Portal Settings.

Resume

In the Advanced Billing Billing Portal, you may give a user the option to resume their on-hold subscription so that it will start renewing again.

If the subscription’s normal next renewal date has already passed, then resuming will behave like a reactivation, re-setting the billing date to “now”, charging for a full billing period, and changing the status to active.

Applying Coupons

In the Advanced Billing Billing Portal, you may give a user the option to apply coupons to their subscriptions.

Configure Billing Portal Settings to Allow Applying Coupons

To allow customers to Add Coupons via the Billing Portal you must enable the option “Allow Applying Coupons” in the Billing Portal settings. For more information on enabling this option, please see our documentation here.

Subscribers will see an option to “Apply Coupon” in the main Subscription panel:

Apply Coupon option in the main Subscription Panel

Add Coupon

Customers may now enter a coupon code that they want to apply to their subscription. The Billing Portal only allows you to enter one coupon code at a time. They can also see the already applied coupons here.

Summary

After successfully applying a coupon, the customer will see a summary of their subscription.

Referral Codes

You can allow referral codes to be displayed in Billing Portal to your customers.

Configure Billing Portal Settings to Allow Applying Coupons

To allow displaying referral codes in Billing Portal, you must enable the option “Display Referral Codes” in the Billing Portal Settings. For more information on enabling this option, please see our documentation here.

Displaying Referral Codes for Subscription

The referral codes will be visible to customers at the bottom of the subscription displayed in the main pane:

Update Payment Method

Your subscriber has the option to update the payment method on file via the Billing Portal. Selecting “Update Payment Method” will display the following to your subscriber:

Please be aware that only Authorize.Net and Stripe will allow a user to update their address OR credit card separately. All other gateways require subscribers to update the billing address associated with the card at the time of updating the card information.