Our Self-serve Billing Portal is designed to provide your customers with a convenient and user-friendly interface to manage their subscriptions, billing information, and payment details. In this article, we’ll explore the features and functionality of the Self-serve Billing Portal.

Importantly, you get to determine what specific actions to allow a customer to take themselves through the Self-serve Billing Portal. For example, you control whether or not to let a customer downgrade or cancel their own subscription.

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Key Features

  • Intuitive Interface: The Self-serve Billing Portal is an easy-to-navigate interface tailored for end-users, making it simple for customers to manage their subscriptions and billing details.
  • Self-Serve Upgrades: Enable customers to view, upgrade / downgrade, or cancel their subscriptions independently, reducing the need for manual intervention from your support or sales teams.
  • Billing Information Management: Provide customers with the ability to [update their billing information] (/manual/billing-portal#billing-portal-overview), including payment methods, billing addresses, and contact information. Invoice Access: Allow customers to view and download their invoice history, fostering transparency and improving record-keeping.

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Here is a summary of the steps that your engineering team has to take to implement the Wingback Self-serve Billing Portal:

  • Add a “Billing & Payment” link: Create a link in your application’s settings page that directs customers to the billing portal.
  • Check if the customer is logged in: Ensure that the customer accessing the billing portal is logged in to your application by validating their session or checking your user database.
  • Get the Wingback customer ID: Retrieve the Wingback customer ID associated with the logged-in user from your database.
  • Create a redirect URL: Generate a temporary, unique redirect URL using Wingback’s API to securely access the billing portal.
  • Redirect the customer: Redirect the logged-in customer to their billing portal using the generated URL, allowing them to manage their billing information and plans seamlessly.

Wingback’s Self-serve Billing Portal is an invaluable tool for enhancing your customer experience. By empowering your customers to independently manage their subscriptions, billing information, and invoice history, you can reduce the workload on your support and sales teams.

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Background Info

What is Self-serve? Self-serve refers to a sales and customer service model where customers can purchase and use a SaaS product without direct assistance or intervention from a sales representative or customer service representative. In a self-serve model, customers typically sign up for the product online and can immediately begin using your software. The pricing and features of the product are clearly displayed on your website, and customers can select the plan that best fits their needs. The customer service and support provided in a self-serve model is often minimal, with customers relying on online help centers, knowledge bases, and user forums to find answers to their questions and resolve any issues they encounter. Self-serve models are often used by SaaS companies that offer relatively simple and straightforward products with low barriers to entry. This model can be highly scalable, allowing companies to reach a large customer base with minimal resources devoted to sales and customer service. However, the lack of direct interaction with customers can make it more difficult to build strong relationships and loyalty, and can limit the ability of companies to upsell and cross-sell additional products or services.

Customer Management PortalSupported Payment Methods