Your customers sign in to see their plan, pay invoices, change or cancel their subscription and keep their payment details up to date.
The My Account menu.
A user with the Customer role sees a My Account menu instead of the admin sidebar:
| Menu item | What it's for |
|---|---|
| My Plan | An overview of their subscriptions and recent invoices. |
| Billing History | Every invoice, to print or pay. |
| Manage Plan | Change, cancel or restart a plan; payment method; billing address. |
“Welcome, {name}. Here's an overview of your plan.”
One card per subscription, showing the code, the plan and price, the billing cycle, Member since (or Trial since) and whether auto-renew is on.
| Status | What the card says |
|---|---|
| Active | Next charge {amount} on {date} |
| Trialing | Converts on {date} — You'll be charged {amount} when the trial ends |
| Cancelled | Resume by {date} — N days left before data is permanently deleted |
Data for a cancelled subscription is kept for 120 days after cancellation. Click Manage (or Resume on a cancelled plan) to open it in Manage Plan.
Below the cards, Recent Invoices lists the five most recent invoices with their number, amount, date and status.
Every invoice, to print or pay.
Each invoice shows its number, date, amount, due date (a red Overdue when it is late) and status.
| Action | What it does |
|---|---|
| Opens the invoice PDF, or downloads it. | |
| Pay Now | Opens a secure payment link in a new tab. Shown when the invoice has a balance and your organization has online payments set up. The list refreshes when the customer comes back. |
Change or cancel your subscription.
Each subscription is a panel. Click it to open it.
The current plan is marked ✓ Current. Pick ↑ Upgrade to … or ↓ Downgrade to ….
Click Cancel Subscription, optionally give a reason, and choose Cancel at Period End or Cancel Immediately. The subscription remains active until the date shown. No refund is issued for the unused portion of the current term.
A cancelled subscription shows "This subscription is cancelled. Restart it to resume billing." Click ↻ Restart Subscription.
Saved payment methods and auto-pay.
The Payment Method section shows the method in use — for example “Visa ending 1234, Expires 08/28” or “Bank account ending 1234”.
Use the Auto-pay toggle and confirm with Turn on auto-pay or Turn off.
Click Update payment details
Or click + Add a new card or bank account
Fill in the details and save
| Card | Bank account |
|---|---|
| Cardholder name | Account holder name |
| Card number | Account number (up to 17 digits) |
| Expiration (MM/YY) | Routing number (9 digits) |
| CVV (3–4 digits) | Account type — Checking or Savings |
With no payment method yet, the section shows Auto-pay not set up. The card is saved securely when the customer pays their first invoice.
UPI, eNACH and card mandates.
In India, auto-pay runs on a mandate the customer authorizes once.
Click Set up auto-pay
Enter the Mobile number
Authorize the mandate
The mandate shows its type (UPI, eNACH or Card Mandate) and status (Active, Paused or Cancelled). From Manage:
Company, contact and billing address.
Company Name and Primary Contact Email are shown read-only. The Billing Address can be edited — start typing and pick the address from the suggestions. It saves as soon as it changes.