Set Up a Customer Portal
Every "can you resend that invoice?" email is a sign customers need their own place to look. Give them balances, invoices, payment history, and self-serve card updates. Click through the interactive demo to see it happen.
What's covered in this product showcase
This walkthrough tours the customer portal from the customer's side, from logging in to paying an open invoice. Here is what you will see, step by step.
- Log in to a branded portal. Each customer gets a portal with your name on it, with their balance and a downloadable statement front and center.
- See every subscription and invoice. Each subscription shows its next invoice date, and every invoice, paid and open, is listed with the full payment history.
- Manage payment methods and contact details. Customers update their own cards and bank accounts and manage text-message consent, so expired-card emails stop landing on your team.
- Pay an open invoice in a click. ACH or card, their choice, with another chance to opt in to text reminders after paying.
- Track pending payments. ACH takes a few days to clear, so the payment shows as pending in the portal and in ChargeOver until it does.
Customers get answers without emailing you, and your team gets fewer resend requests, fewer expired cards, and faster payments.
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No sales pressure. 45 minutes. We'll show you exactly how ChargeOver works for your billing workflow and tell you honestly if it's a fit.