The Customer Portal is a hosted, self-service page where your customers can manage everything related to their relationship with your business — without having to email your support team.

​
What customers can do

From the Customer Portal, your customers can:
  • View their active subscriptions and past purchase history
  • Download and edit invoices (e.g. add a company name, VAT number, or billing address)
  • Download payment receipts for every paid order, with the payment method and any refunds
  • Access benefits they’re entitled to — license keys, file downloads, Discord access, etc.
  • Cancel active subscriptions on their own
  • Optionally, do more — change their email address, switch subscription plans, manage seats, pause and resume subscriptions, view metered usage, and so on — depending on which toggles you enable under Settings

​
Why it matters

The Customer Portal isn’t just a convenience feature — it’s a critical piece of your billing stack:
  • Billing visibility. Customers can inspect paid orders, subscriptions, refunds, invoices, and receipts without waiting for a support reply.
  • Self-service cancellations. Some jurisdictions (notably California under the Automatic Renewal Law) legally require customers to be able to cancel a subscription the same way they signed up. The Customer Portal satisfies that requirement out of the box.
  • Invoice and receipt access. Customers retrieve and edit their invoices, and download a receipt for any paid order, without pulling you into a support thread.

​
Next steps

Navigate customers to the portal

Use the default portal URL, generate authenticated links, or rely on the emails OurPay already sends.

Customer portal settings

Configure what your customers can do from the portal under Settings → Customer portal.

Customer Portal API

Build your own portal experience on top of the Customer Portal API.

​
FAQ

No. The Customer Portal is always available for your customers, and it can’t be turned off.This is a deliberate design decision. The portal is how we guarantee that your customers can always:
  • Access their invoices and payment receipts for tax and bookkeeping.
  • Cancel their subscriptions on their own, which is legally required in some jurisdictions (for example California’s Automatic Renewal Law, which requires that customers be able to cancel the same way they signed up).
  • See their subscription and payment status, including failed renewals that require action.
You can, however, fine-tune what customers can do from the portal — for example, disabling subscription plan changes or email edits.
Not the hosted portal at ourpay.dev/<your-org-slug>/portal — it’s intentionally consistent across all OurPay organizations.If you need a branded experience, you can build your own portal on top of the Customer Portal API, which covers the day-to-day actions: viewing subscriptions and orders, downloading invoices and receipts, managing benefits and seats, and reading meter usage.
Not every action is exposed through the Customer Portal API. In the current PayPal-only deployment, the hosted portal can list saved methods but cannot attach a replacement PayPal method through the legacy card widget. Do not direct customers to that widget for failed-payment recovery.
By default, customers authenticate with the email address they used to purchase or subscribe — OurPay emails them a one-time code to confirm.You can also skip the email step entirely by generating a pre-authenticated link from your own application. See Navigate customers to the portal for details.
The customer receives a failed-payment notification and can inspect the affected subscription or order in the portal. The current PayPal-only portal does not yet provide a supported flow to attach a replacement PayPal method. Contact the customer and use a new supported PayPal approval flow before claiming the renewal can be retried with a new method.