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
Use this process to create a billing portal.
-
In the left navigation bar, click
.
- In the Configuration section, click Billing portals .
- Click Create billing portal .
- In the Name field, enter a descriptive name for your billing portal.
- In the Website field, select the website where the billing portal will be displayed. If you have not configured a website, see Organizations & websites .
- 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 .
- In the Slug field, enter a unique, human-readable string for the end of your billing portal URL.
- In the Features section, select the Orders and Payment instruments features that you want to enable for your customers.
- In the Customization section, add a logo and select colors to use in your portal.
- In the Footer links section, optionally add your: privacy policy, terms of service, and refund policy URLs to display in the footer.
- Click Save billing portal .
info
Rebilly supports the use of custom domains in hosted checkout forms, billing portals, quotes, cashier requests and payouts. Instead of using the default Rebilly domain: portal.secure-payments.app
, you can use your own. For more information, see Configure a custom domain.
Manage billing portals
Use this process to view, edit, copy, preview, and delete billing portals.
-
In the left navigation bar, click
.
- In the Configuration section, click Billing portals .
-
Select from the following:
-
Clone a billing portal: On the right of a portal, click
.
-
Copy a billing portal URL: 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
.
-
Preview a billing portal: On the right of a portal, click
, then open the URL in a browser.
-
Clone 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.
-
In the left navigation bar, click
.
- In the Configuration section, click Billing portals .
-
In the top right of the billing portals table, click
Filters .
- In the first dropdown, select a filter.
- In the second dropdown, select a condition.
- Depending on the data selected in the previous steps, enter or select additional values.
Generate and share a billing portal URL
Use this process to generate billing portal URL that will be shared with a customer. The customer can use this URL to put a new card on file, or update their address in advance of a renewal.
This process is commonly used by Customer Support Representatives. The unique link can be used in customer emails or live chat.
-
In the navigation bar, click
, and click Customers .
- In the list of customers, select the customer that you want to share the billing portal link with.
-
In the top right of the screen, click
, then click Billing portal .
- Copy the URL and share it with the customer.