> ## Documentation Index
> Fetch the complete documentation index at: https://staging-docs.crosspoint.finance/llms.txt
> Use this file to discover all available pages before exploring further.

# Customer Portal

> The self-service destination for your customers

The Customer Portal is a hosted, self-service page where your customers can manage everything related to their relationship with your business — without having to email your support team.

![](https://mintcdn.com/crosspoint/UQs51vKfpD2N4tlw/assets/features/customer-portal/overview.light.png?fit=max\&auto=format\&n=UQs51vKfpD2N4tlw\&q=85\&s=472bad6117da455d1e7bb5c0b72c3074)

## What customers can do

From the Customer Portal, your customers can:

* View their **active subscriptions** and past **purchase history**
* **Download and edit invoices** (e.g. add a company name, VAT number, or billing address)
* **Download payment receipts** for every paid order, with the payment method and any refunds
* **Access benefits** they're entitled to — license keys, file downloads, Discord access, etc.
* **Cancel active subscriptions** on their own
* **Update their default payment method** — the primary way for customers to recover from failed payments
* Optionally, do more — change their email address, switch subscription plans, manage seats, pause and resume subscriptions, view metered usage, and so on — depending on which toggles you enable under [Settings](https://staging-docs.crosspoint.finance/features/customer-portal/settings.md)

## Why it matters

The Customer Portal isn't just a convenience feature — it's a critical piece of your billing stack:

* **Failed payment recovery.** When a subscription renewal fails, the portal is where customers update their card so they don't lose access. Because Crosspoint is PCI-compliant, you never have to handle card details yourself.
* **Self-service cancellations.** Some jurisdictions (notably California under the [Automatic Renewal Law](https://oag.ca.gov/consumers/auto-renewing-subscriptions)) legally require customers to be able to cancel a subscription the same way they signed up. The Customer Portal satisfies that requirement out of the box.
* **Invoice and receipt access.** Customers retrieve and edit their invoices, and download a receipt for any paid order, without pulling you into a support thread.

## Next steps

> **[Navigate customers to the portal](https://staging-docs.crosspoint.finance/features/customer-portal/navigate-customers.md)**
>
> Use the default portal URL, generate authenticated links, or rely on the
> emails Crosspoint already sends.

> **[Customer portal settings](https://staging-docs.crosspoint.finance/features/customer-portal/settings.md)**
>
> Configure what your customers can do from the portal under Settings → Customer portal.

> **[Customer Portal API](https://staging-docs.crosspoint.finance/api-reference/current/customer_portal/get-customer.md)**
>
> Build your own portal experience on top of the Customer Portal API.

## FAQ

> **Can I disable the Customer Portal completely?**
>
> **No.** The Customer Portal is always available for your customers, and it
> can't be turned off.
>
> This is a deliberate design decision. The portal is how we guarantee that
> your customers can always:
>
> * **Access their invoices and payment receipts** for tax and bookkeeping.
> * **Cancel their subscriptions on their own**, which is legally required in
>   some jurisdictions (for example California's [Automatic Renewal Law](https://oag.ca.gov/consumers/auto-renewing-subscriptions),
>   which requires that customers be able to cancel the same way they signed
>   up).
> * **Update their payment method in a PCI-compliant way**, so they can
>   recover from failed renewals without you having to handle card details.
>
> You can, however, [fine-tune what customers can do](https://staging-docs.crosspoint.finance/features/customer-portal/settings.md)
> from the portal — for example, disabling subscription plan changes or email
> edits.

> **Can I customize the look and feel of the Customer Portal?**
>
> Not the hosted portal at `app.crosspoint.finance/<your-org-slug>/portal` — it's
> intentionally consistent across all Crosspoint organizations.
>
> If you need a branded experience, you can build your own portal on top of
> the [Customer Portal API](https://staging-docs.crosspoint.finance/api-reference/current/customer_portal/get-customer.md),
> which covers the day-to-day actions: viewing subscriptions and orders,
> downloading invoices and receipts, managing benefits and seats, and reading
> meter usage.
>
> > [!NOTE]
> >
> > Not every action is exposed through the Customer Portal API. Most
> > notably, **updating a default payment method** is only available from the
> > hosted Customer Portal — this is what keeps you PCI-compliant, since card
> > details never touch your servers. Customers you send into a custom portal
> > will still need the hosted one to recover from failed payments.

> **How do customers sign in to the portal?**
>
> By default, customers authenticate with the email address they used to
> purchase or subscribe — Crosspoint emails them a one-time code to confirm.
>
> You can also skip the email step entirely by generating a pre-authenticated
> link from your own application. See [Navigate customers to the portal](https://staging-docs.crosspoint.finance/features/customer-portal/navigate-customers.md)
> for details.

> **Do I need to send customers a link to the portal myself?**
>
> You don't have to. Crosspoint already includes a link to the Customer Portal in
> the transactional emails it sends — order confirmations, subscription
> renewal notices, failed payment alerts, and more.
>
> You may still want to link to it from your own app for convenience, but
> it's not required for customers to be able to reach it.

> **What happens if a customer's payment method fails?**
>
> The customer receives an email from Crosspoint letting them know, with a link to
> the Customer Portal where they can update their default payment method.
> Once they do, Crosspoint automatically retries the charge.
>
> This self-service flow is the primary way customers recover from failed
> renewals — keep it in mind when you're thinking about churn.


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