Customer Portal

Server Mode Paywalls: This documentation is for client mode paywalls only. If your paywall is configured in server mode, you’ll need to use the server-side SDK to generate customer portal links. See Server-Side Customer Portal documentation.

Learn how to provide users with a self-service portal where they can manage their subscriptions, update payment methods, view billing history, and control their account settings.

Overview

The customer portal is a secure, hosted page that allows your subscribers to:

Manage subscriptions - Upgrade, downgrade, or cancel plans
Update payment methods - Change credit cards or payment details
View billing history - Access invoices and payment records
Download receipts - Get proof of payment for tax purposes
Manage account details - Update personal information

Customer portal

How to Access Customer Portal

Portal URL Structure

The customer portal is accessible via a direct URL with your paywall ID:


https://onlineapp.pro/paywall/{{PAYWALL_ID}}/customer-portal/get

Finding Your Paywall ID

Open your paywall settings in the dashboard
Look at the address bar - the paywall ID appears in the URL
Example: If the URL shows /paywall/197/settings, your paywall ID is 197

Complete Example

If your paywall ID is 100, the customer portal URL will be:


https://onlineapp.pro/paywall/100/customer-portal/get

Step 1: Get Your Paywall ID

Navigate to your paywall settings page and get the ID from the Paywall ID field:

Paywall ID location

Provide the customer portal link to your users through:

In-app links - Add “Manage Subscription” buttons
Email communications - Include in subscription confirmations
Support responses - Direct users for self-service
Account pages - Embed in user dashboards

Step 3: Test Portal Access

Before sharing with users:

Visit the portal URL with your paywall ID
Verify it loads correctly without 404 errors
Test subscription management functions
Ensure payment processor settings are configured

Integration Examples

In Your Application

Add customer portal links throughout your app:


// React example
const CustomerPortalButton = ({ paywallId }) => {
  const portalUrl = `https://onlineapp.pro/paywall/${paywallId}/customer-portal/get`;
 
  return (
    <a href={portalUrl} target="_blank" rel="noopener">
      Manage Subscription
    </a>
  );
};

In Email Templates

Include portal access in automated emails:


<!-- Email template example -->
<p>Manage your subscription:</p>
<a href="https://onlineapp.pro/paywall/{{PAYWALL_ID}}/customer-portal/get">
  Visit Customer Portal
</a>

Support Documentation

Create help articles with portal instructions:


## How to Cancel Your Subscription
 
1. Visit your customer portal: https://onlineapp.pro/paywall/[YOUR_ID]/customer-portal/get
2. Click "Cancel Subscription"
3. Follow the confirmation steps

Payment Processor Requirements

Stripe Configuration

For Stripe-powered paywalls, ensure the customer portal is configured:

Access Stripe Dashboard - https://dashboard.stripe.com/settings/billing/portal
Configure portal settings - Enable features you want available
Save configuration - Portal won’t work without proper setup

404 Error Fix: If you see a 404 error when accessing the customer portal, you need to configure the customer portal settings in your Stripe dashboard: https://dashboard.stripe.com/test/settings/billing/portal

Paddle Configuration

For Paddle-powered paywalls:

Customer portal is automatically available
No additional setup required
Features depend on your Paddle account tier

Available Features

Subscription Management

Feature	Description	User Action
Plan Changes	Upgrade or downgrade subscription tiers	Select new plan and confirm
Cancellation	Cancel subscription with options for immediate or end-of-period	Choose cancellation timing
Pause Subscription	Temporarily suspend billing (if supported)	Set pause duration

Payment Management

Update payment methods - Add new cards, remove old ones
Change billing address - Update tax and billing information
Set default payment - Choose primary payment method
Retry failed payments - Resolve billing issues

Account Information

Billing history - View all past transactions
Download invoices - Get PDF receipts
Account details - Update contact information

Best Practices

User Experience

Clear navigation - Make portal access easy to find
Contextual links - Show portal access when relevant

Security

User authentication - Portal requires user login
Session management - Automatic logout for security

Troubleshooting

404 Error on Portal Access

Cause: Payment processor portal not configured
Solution: Configure customer portal in Stripe/Paddle dashboard
Verification: Test portal access after configuration

Next Steps

After setting up customer portal access:

Configure Webhooks Monitor Analytics Payment Processors