Before you integrate the customer portal, configure its functionality and branding in the Dashboard to define what your users can do with the portal. Its features depend on your product and price catalog, so there are different settings for live and test modes.
If you’re using the customer portal with Stripe Connect, make sure you configure the customer portal for the platform, not a connected account.
If you want to create multiple portal configurations for different sets of customers—or if you’re a Connect platform and would like to manage configurations for your connected accounts—you can do that by using the API:
Set a product catalog
If you’re using the customer portal only for invoicing, you don’t need to set a product catalog.
If you allow customers to upgrade, downgrade, or change the quantities of their subscriptions, you must also set a product catalog. This includes the products and prices that your customers can upgrade or downgrade to, as well as the subscriptions they can update quantities on. See the guide for more details about creating products and prices.
The portal displays the following attributes of your product catalog:
- Product name and description—these attributes are editable in the Dashboard and API.
- Quantity restrictions per product—these attributes are editable in the Dashboard.
- Price amount, currency, and billing interval—these attributes are immutable and you can only set them when you create them in the Dashboard and API.
Enable tax ID collection
If you use Stripe Tax to automatically collect taxes for subscriptions or invoices, you can let customers set and update their tax IDs in the customer portal. Stripe Billing adds the tax IDs to the customers’ invoices. To enable this, go to the Customer portal settings and toggle on Tax ID. For more information, see how customer tax IDs work with subscriptions and invoices.
Preview and test
As you configure your settings, you can preview the portal by clicking Preview. This launches a read-only version of the portal that lets you see how your customers could manage their subscriptions and billing details.
After saving your settings, you can launch the portal and test it by using a customer in test mode. Navigate to a customer in the Dashboard, click Actions, and then select Open customer portal.
Previewing the portal as a read-only version is only available when your Dashboard is in test mode. If you’re unable to preview and test the portal, check your settings to make sure that your configuration is saved in test mode. For previewing and testing to work, you also need to have edit permissions in the Dashboard.