# Customer Portal Software Self-service customer portal for card updates, receipts, payment history, upcoming payments, failed payment recovery, and subscriptions. Give customers a secure self-service portal for card updates, payment history, upcoming payments, subscription cancellation, receipts, and failed payment fixes. [Get Started](/pricing/) [Learn More](#customer-portal-overview) Try Spiffy risk-free for 30 days. Self-service billing ## Give customers a clear place to handle routine billing. The portal is not about one big dashboard moment. It is about giving customers the small, useful account actions they normally ask support to do for them. ### Update payment methods Add a new card, update the card on file, and keep billing details current. ### Receipts and history Find previous payments and download receipts without asking your team. ### Upcoming payments See next due dates, remaining balances, and what is coming up next. ### Subscription actions Cancel eligible subscriptions when you choose to make self-cancel available. ### Failed payment fixes Update payment details and retry failed payments from a secure portal link. ### Passwordless access Use email-based magic links instead of another customer password. Payment method updates ## Let customers fix payment details without back-and-forth. Secure card updates help customers resolve billing changes and failed payments before your team has to step in. Card updates stay connected to the account. Customers can add new cards, update existing payment methods, manage billing details, and retry failed payments from the same secure portal. - Card updates - Failed payment retry - Secure access - Billing details Payment history ## Receipts, balances, and next payment dates. Customers can look up what they paid, download receipts when they need them, and see what is still due without asking your team to check. Image: Customer portal receipt history Useful billing context, visible to the customer. Payment history, receipts, remaining balances, and upcoming payment dates are easier to find before they become support requests. Image: Customer portal upcoming payment date Subscription management ## Give subscription customers a cleaner path to manage billing. Let customers review their plan, update payment details, and cancel subscriptions when you choose to make cancellation available in the portal. The goal is simple: fewer routine billing tickets, faster fixes when payment details change, and cleaner subscription records in Spiffy. ### Subscription controls that stay merchant-led. Self-service does not mean every account action has to be exposed. You decide which cancellation and billing options are available to customers. #### Self-cancel when it fits Let customers cancel eligible subscriptions without a manual admin request. #### Keep merchant control Remove cancellation access when a plan needs a different support or retention process. #### Show billing context Put plan details, upcoming payment dates, and balances where customers can check them. #### Reduce routine tickets Keep the easy account questions out of support while your team handles the exceptions. Affiliate portal access ## Customers who are affiliates can reach both portals. If a customer is also an affiliate, Spiffy can give them quick access to the customer portal and affiliate portal from the same account context. [See Affiliates](/product/affiliates/) Image: Customer portal affiliate portal link Portal operations ## Practical controls for customer billing support. Keep the portal connected to customer records, checkout data, billing automations, and the payment gateways your Spiffy account supports. ### Magic-link access Email-based secure links give customers access without a saved password. ### Embeddable with SpiffyJS Place the portal on your own website for a more connected support experience. ### Gateway support Works with Stripe, PayPal, and supported connected gateways in your setup. ### Billing automations Pair portal access with failed payment and card-update follow-up flows. ### Support reduction Move routine receipt, card, payment, and cancellation questions into self-service. ### Connected customer records Keep portal actions tied back to the customer and the checkout data that created them. ## Customer portal questions? Need help deciding how self-service billing should fit into your checkout setup? [Get in touch](mailto:support@spiffy.co?subject=Spiffy%20Customer%20Portal%20question). How do customers access the customer portal? Customers enter their email address and receive a secure magic link. No username or password is required. What can customers manage inside the portal? Customers can update payment methods, view payment history, download receipts, see upcoming payments and remaining balances, manage eligible subscriptions, retry failed payments, and review billing information. Does the portal help recover failed payments? Yes. Customers can update their card and retry failed payments through the portal. You can also pair this with [billing automations](/product/automations/) for failed payment follow-up. Can I put the portal on my own website? Yes. You can embed the customer portal on your own site with SpiffyJS so customers have a more connected place to manage billing. ### Give customers a simpler way to manage billing. Reduce support tickets, help customers recover payment issues faster, and keep billing connected to the checkout data Spiffy already manages. [Get Started](/pricing/)