Setting up the customer portal

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The customer portal allows your customers to manage their invoices, payment information and subscriptions, on a centralized interface hosted by Stripe.

To configure it, go to Settings > Billing and click on the Customer portal tab, or click on this link.

1. Activate a link to the customer portal by clicking on Activate link.

2. Set up the customer portal using the options provided:

  • Invoices
  • Customer information
  • Payment methods
  • Cancellations
  • Subscriptions
  • Business information

The preview on the right of the screen allows you to preview the customer portal pages.

Once you’re happy with all the options, click on the Save changes button on the right-hand side of the screen.

All that’s left to do is include the customer portal login button thanks to the dedicated WPMarmite Pay block (on a page reserved for logged-in users).

For example, on WPMarmite Pay we have added a “Billing” title block followed by WPMarmite Pay Stripe Portal block:

Stripe portal access button

The documentation is still fresh. Do you need further guidance or have any questions? Contact us and we’ll take care of it.