Billing portals

Use Billing portals to create secure, Rebilly hosted pages, where customers can: view invoices, cancel subscriptions, update payment instruments, and update their address.

Create a billing portal

1. In the left navigation bar, click , Billing portals , then Add billing portal .
2. In the Name field, enter a descriptive name for your billing portal.
3. In the Website field, select the website where the billing portal will be displayed. If you have not configured a website, see Organizations & websites .
4. Optionally, to select a custom domain for the billing portal, in the Custom Domain field, select a custom domain. If you have not configured a custom domain, see Configure a custom domain .
5. In the Slug field, enter a unique, human-readable string for the end of your billing portal URL.
6. In the Orders and Payment instruments sections, select the features that you want to enable for your customers.
7. In the Customization section, add a logo and select colors to use in your portal.
8. In the Footer links section, optionally add your: privacy policy, terms of service, and refund policy URLs to display in the footer.
9. Click Save billing portal .

Manage billing portals

This process describes how to view, edit, copy, preview, and delete billing portals.

1. In the left navigation bar, click , then click Billing portals .
2. Select from the following:
   • Make a copy of a billing portal: On the right of a portal, click .
   • Edit a billing portal: On the right of a portal, click .
   • Delete a billing portal: On the right of a portal, click .

Filter billing portals

Use this process to filter billing portals in the Billing portals page.

1. At the top of the billing portals table, click .
2. In the first dropdown, select a filter.
3. In the second dropdown, select a condition.
4. Depending on the data selected in the previous steps, enter or select additional values, then click Apply filters .

Generate and share a billing portal URL

Customer support representatives can generate billing portal links to enable customers to put a new card on file or update their address in advance of a renewal. The unique link can be used in customer emails or live chat.

To generate a billing portal link for a customer:

1. In the navigation bar, click , and click Customers .
2. In the list of customers, select the customer that you would like to share the billing portal link with.
3. In the top right of the screen, click , then click Billing portal .
4. Copy the URL and share it with the customer.