The Self Service Portal allows customers to manage their accounts without the need for assistance.
You can customize the portal to the branding of your company with minimal time required to set up the portal.
When your subscription billing software comes with a suite of hosted pages, it offers an easy way to transform your business operations and keep your growth moving rapidly in the right direction without any extra effort on your part.
Developing your own customer registration and self-service pages can enable you to dive into the details of how you want to mould your customer’s purchase journey and billing experience with your business. But taking the time to build all of this out can also slow you down in addition to hiring and maintaining the development of the site.
Customers using the self-service portal can complete the following without requiring support:
- change subscription
- make additional purchases
- add add-ons, and
- upgrade
Overview
Stax Bill's Self-Service Portal allows existing customers to manage their subscriptions. Stax Bill hosts the page and can be customized with your brand colours and other styles. Once the customer logs in, they can review invoices, make payments, manage payment methods, view subscriptions, and add more subscriptions by redirecting to the included offerings page.
Payment Management
On the Payment Management page, the customer can review which credit cards they have on file. In addition, customers can add additional cards to the account or edit existing cards to update expiry dates or addresses.
Invoices
Customers can view and pay current and past invoices. They can download invoices to view in a PDF format.
Subscription
Customers can review their subscriptions as well as add to their subscriptions. Clicking the Add Subscription button, customers will be redirected to the Registration pages to add subscriptions and products to their accounts.
Statements
On the statements page, customers can view previous statements and download or email them for their records.
Profile Management
Customers can manage their contact information so that billing and shipping addresses are always up to date.