Customer portal (buyer side)

The customer portal is a private area accessible to your buyers. It allows them to manage their account, view their history, and perform certain actions autonomously, without having to contact you. This space is hosted directly on your PayFacile store (or your custom domain).

From the portal, your customers have access to:

• View their orders: complete history with the status of each order
• Download their invoices: each invoice is available as a PDF, downloadable in one click
• Update their payment method: replace an expired credit card or modify payment information
• Terminate a subscription: if you’ve enabled this option in the product settings, customers can cancel their subscription directly from the portal
• Edit their personal information: name, address, phone number

Your customers can access the portal in several ways:

• Link in transactional emails: every order confirmation and invoice email contains a link to the portal
• Email invitation: from the customer profile in your dashboard, you can send an invitation. The customer receives an email with a link to create their portal account
• Direct login: customers who already have an account can log in from your store’s login page

To manually send portal access:

1. Open the customer profile from Customers
2. Click Invite to portal
3. The customer receives an invitation email with a secure link to create their password and access their space

This feature is especially useful when migrating customers from another platform and you want to give them immediate access.