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Feature

Customer Portal

Give customers a self‑service billing portal to manage payments. They can update card details, view payment history, manage upcoming payments, cancel plans, and download receipts—without contacting support. Spiffy's customer portal reduces tickets, speeds resolution, and keeps revenue flowing.

Update Payment Methods

Provide seamless and secure access for your customers to update their card on file. Customers can add new cards, update existing payment methods, and manage their billing information without contacting support.

Receipts & Payment History

Your customers can view their complete payment history, track orders, and download receipts anytime, cutting down on support requests. Access detailed receipts for all payments made through Spiffy.

Customer portal — invoices and receipts download interface
Manage Upcoming Payments

Customers can see their remaining balances and when their next payments are due.

Customer portal — manage upcoming payments and plan changes
Self-Cancel Subscriptions

Customers can cancel their subscriptions from within the customer portal, but you can remove this setting if needed.

Customer portal — self-cancel subscriptions interface
Quick Access to Affiliate Portal

If someone is both a customer and an affiliate, they will be able to easily access both portals.

Learn more about Affiliates

Frequently Asked Questions

How do customers access the customer portal?

Customers access the portal through secure links sent via email or from your website. They enter their email address and receive a magic-link for secure access—no username or password required. The magic-link is time-sensitive and expires after 15 minutes for security.

What can customers do in the customer portal?

Customers can update their card on file, view payment history, download receipts, manage upcoming payments, and cancel plans. They can also retry failed payments and see detailed billing information for all their orders.

Does the customer portal help recover failed payments?

Yes—customers see failed payment alerts when logging in and can update their card information and retry failed payments in real-time. Pair with dunning automation for automated follow-up emails that include portal links.

Can I brand the customer portal or use my domain?

You can also embed the customer portal on your own website using SpiffyJS for a seamless branded experience that matches your site design.

Does the customer portal work with Stripe and PayPal?

Yes—the customer portal works with Stripe and PayPal and other payment processors. Customers can update payment methods, view transaction history, and manage billing for all connected payment gateways.

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