Setting Up Your User Portal
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The InstaPayments user portal allows your customers to mange themselves saving you and your support team precious time.
To set it up, all you need to do is go to your Dashboard and grab your User Portal Login Link.
This link will allow your existing Stripe customers to easily login by verifying their email. You can put this link anywhere your customers would go to manage their billing. (i.e. in an email, behind a button, in help desk articles etc.)
No additional work is needed by the customer once they click the link in the email sent to them. InstaPayments has logic in the backend that auto creates a user if it's their first time. While we give the option to login with a user name and password after their first time, a customer can always use the email verification method as a way to access the portal.
The email they receive will have your branding like so:
We give the user access to the customers in Stripe that match their email address. Their access allows them to:
See/pay past invoices
Update their card on file
See their next billing date
Cancel/ Reactivate their Subscription (This can be toggled on and off.)
