Manage Subscriptions from the Client Portal
Customers manage their own recurring billing without emailing you.
Where customers find this
Profile > Account Settings > Billing & Subscription.
What customers can do
View all subscriptions, cancel (access ends immediately), filter, access invoices.
Controlling access to this feature
Restrict self-service cancellation through App Permissions if you'd rather handle it yourself.
Why this matters
Cuts down "send me my invoice" and "how do I cancel" requests.
Was this article helpful?
