Customer Portal

The place where customers log in to manage their billing, or where staff can view what the customer sees to provide support.

What is the Customer Portal?

The Customer Portal is the part of the system where your customers (or employees, in some setups) see their own information: what they owe, their subscriptions, their bills, and how they can pay.

Think of it as “the customer’s own dashboard” – they log in and see only their data, not your admin tools.

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Two ways to see the Customer Portal

1. Admin View

(Staff viewing the customer’s portal)

Summary: The same portal screens opened by staff for a specific customer, so they can see exactly what that customer sees and help with billing or payment issues.

Who: An admin (or staff) user who is viewing the portal as if they were that customer.

The system can show the same Customer Portal screens but for a specific customer (when the app is in “admin viewing customer” mode – i.e., admin is on the portal and a customer token is in use).

What they see:

• The same screens as the customer: Dashboard (wallet + outstanding balance), Overview, Plans, Bills, Subscriptions, Payment Methods, Logs, My profile.
• The same actions: View bills, see subscription details, see payment history, etc.
• The data shown is the customer’s data, not the admin’s own.

How it’s used:

• Support or billing staff can “see what the customer sees” to help with questions, disputes, or to check why a payment failed.
• When an admin is viewing the customer portal like this, the breadcrumb often shows “Dashboard” so they can easily go back to the main admin area.

In short: “When I’m an admin, and I open the Customer Portal for a customer, I see exactly what that customer sees: their balance, bills, subscriptions, payment methods, and logs. I use this to help them or to verify their account.”

What they see:

1. Dashboard (Main Screen)

   The main overview when a customer logs in.

   

   • Wallet balance: Money in their wallet (if the product uses it).
   • Outstanding balance: Total amount they still owe.
2. Overview

   Summary of their account (the same area is used for “Salary Slips” for employees in the employee portal).

3. Plans

   Available plans (e.g., subscriptions or packages).

   

   • Customers can see prices, discounts, and choose “Subscribe” or “Contact us” depending on the plan.
4. Bills

   List of their bills.

   

   • They can open a bill and see details or pay (e.g., use the “Pay” button when online payment is enabled).
5. Subscriptions

   Their active subscriptions (or “contracts” in the employee portal).

   

   • They can open a subscription to see details, linked bills, etc.
6. Payment Methods

   Saved payment methods (e.g., credit cards).

   
7. Logs

   History of what happened with payments.

   • Includes date, time, action (e.g., “Payment”), description, amount, bill ID, transaction ID, and status (e.g., Success / Error).

     
8. My Profile

   Their personal/contact and address details.

   • They can view (and sometimes edit) their own profile.

In short: “When I log in as a customer, I see my balance, my plans, my bills, my subscriptions, my payment methods, my payment history, and my profile. I can pay bills and manage my account myself.”

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2. Customer View

Summary: The place where customers log in to see their balance, bills, subscriptions, and payment history, and to pay online or manage their profile.

Who: A customer (or someone with a “customer” role) who logs in with their own email and password.

In short: “When I log in as an admin, I see my balance, my plans, my bills, my subscriptions, my payment methods, my payment history, and my profile. I can pay bills and manage my account myself.”

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Summary Comparison

Topic	Customer view	Admin view
Who	The customer (logged in as customer)	Admin/staff viewing as that customer
Login	Customer’s own email/password	Admin’s login; app then shows a specific customer’s portal
Dashboard	Wallet balance + outstanding balance	Same numbers, but for the selected customer
Plans	Browse and subscribe to plans	See the same plans the customer sees
Bills	See and pay their bills	See that customer’s bills (and payment status)
Subscriptions	Their subscriptions	That customer’s subscriptions
Payment methods	Their saved cards/methods	That customer’s payment methods
Logs	Their payment/action history	That customer’s payment/action history
My profile	Their own profile	That customer’s profile
Purpose	Self-service: view and pay	Support: “see what the customer sees”