Maple provides a hosted self-service interface that allows end customers to manage their billing-related information and activities.
Through the portal, customers can view and download invoices, update payment methods, track usage or subscription details,
manage account information and payment methods securely. It provides transparency, convenience, and control for customers,
reducing support overhead for your business.You can set up customer portal links via the web application or dynamically through the Customer Portal API to enable customers view their billing details, subscriptions, payments, credits, invoices and update payment information.You can also customize the messaging, the exposed sections and the theme of the customer portal to match your company brand through the customer portal settings in the Maple web application.
Before sending portal links to customers, you need to enable the customer portal in the Maple dashboard under Settings > Customer Portal.You can configure the portal to display any combination of customer billing information
In the subscriptions section, enable “Allow cancellations” to allow your customers to cancel their subscription.The subscription will be canceled at the end of the subscription term.To cancel a subscription, a customer will need to
By enabling “Allow updates”, customers can self-manage their subscription quantities, such as increasing or decreasing seat or license counts—ideal for businesses with usage-based or seat-based billing models.Only license-based or seat-based subscriptions can be updated through the portal. Other types of subscriptions must be managed by an admin via the dashboard.To update a subscription, the customer will need to