A secure, self-service portal for your clients
Empower your customers to manage their own subscriptions, review and pay invoices, and open support tickets. Reduce administrative work while offering a professional, branded experience.
Welcome back, Arafat
Here is a summary of your account.
Active Services
1
All systems operational
Unpaid Invoices
$0.00
All invoices paid
Open Tickets
0
No pending issues
Current Subscription
ACTIVEProfessional Plan
Billed Annually • Renews Oct 12, 2026
$99.00/mo
Emma W.
Dedicated Account Exec
Invoice #INV-2041
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Secure SSO login and profile management for every user.
Customers can review invoices, track payments, and update payment methods.
Self-service plan upgrades, add-on purchases, and subscription renewals.
Integrated ticketing system to create, track, and resolve support requests.
A complete portal for your customers
Give your clients the tools they need to manage their relationship with your business independently, saving your team hours of administrative work.
Account & User Identity
Customers can securely log in via SSO, manage their profile fields (Name, Phone, Company, Website, Address), and see their dedicated Account Manager right on the dashboard.
Dashboard KPIs & Metrics
An intuitive overview showcasing active services, total unpaid invoices, and open support tickets. Quick action triggers let users instantly create tickets or view invoices.
Services & Subscriptions Data
Clients can track subscribed services (Status, Price, Billing Interval, Renewal Date), manage auto-renewals, upgrade plans, or browse catalog offerings for add-ons.
Billing & Financial Ledger
A complete ledger of invoices (Paid, Unpaid, Overdue) with line item breakdowns, tax calculations, and one-click dynamic PDF generation for easy downloading and bookkeeping.
Payment Tracking
Transparent payment logs displaying transaction dates, payment IDs, methods used, settlement amounts, and real-time transaction statuses so clients never guess where their money went.
Support & Ticketing System
Clients can submit tickets linking directly to their active subscriptions. Features priority levels, category selectors, detailed descriptions, and drag-and-drop file attachments up to 10MB.
Deliver a superior client experience.
Set up a branded customer portal that works flawlessly with your billing, subscriptions, and support desk.