What the portal offers
The customer portal is a self-service page where your customers sign in (magic link) to update their payment method, view invoices, and manage their subscription — without emailing support. The session is held in an httpOnly cookie, never in local storage.Dashboard-side controls: Customer portal · overview:
Portal.
Prerequisites
The portal signs customers in by magic link (needs email) and lets them update cards (needs a payment gateway — a Stripe SetupIntent, or a UPI mandate re-auth).Step 1: Configure the portal
In the dashboard, go to the Customer portal settings and choose what customers can do (update card, change plan, view invoices, cancel). Set your branding and the return URL.Step 2: Send customers to the portal
Link customers to the portal from your app or from billing emails. They request a magic link, sign in, and self-serve.Verify your setup
1
A magic link signs in
A customer requests a link and lands in the portal, authenticated by cookie.
2
Card update works
Updating the payment method in the portal saves via the gateway.
3
Invoices are visible
The customer sees their invoice history.