Setting Up and Using the Stripe Customer Portal - WP Simple Pay Documentation
  1. Home
  2. Functionality
  3. General
  4. Setting Up and Using the Stripe Customer Portal
  1. Home
  2. Functionality
  3. Setting Up and Using the Stripe Customer Portal

Setting Up and Using the Stripe Customer Portal

The Stripe customer portal is a Stripe-hosted page that lets your customers manage their subscriptions and billing details. An example of what the customer portal looks like is shown below:

Setting Up the Stripe Customer Portal – Stripe Settings

The Stripe Customer Portal must be configured for both Live and Test mode inside the Stripe Dashboard if you wish to test the Portal before going live.

The following settings are compatible with WP Simple Pay:

  • Update subscriptions, including upgrading, downgrading and changing the quantities of their subscriptions
  • Cancel subscriptions, immediately or at the end of a billing period
  • Update payment methods like adding and removing cards
  • View billing history and download invoices
  • Update billing information, such as their email address, phone number, and shipping address

Setting Up the Stripe Customer Portal – WP Simple Pay Settings

After setting up the portal in the Stripe Dashboard, you are ready to configure Simple Pay to use it. The step-by-step process is outlined below.

In Simple Pay Pro > Settings > Customers > Subscription Management choose Stripe Customer Portal from the dropdown and Save Changes

Then you’ll want to configure the payment receipt in Simple Pay Pro > Settings > Emails > Payment Receipt ( either the “Subscription” or “Subscription with Trial” emails)

Be sure to add the {update-payment-method-url}template tag (shown above)

Setting Up the Stripe Customer Portal – More Stripe Settings

After enabling the Simple Pay “Payment Receipt” email, you must disable Stripe’s built-in “Successful payments” email to avoid sending duplicate emails to your customers.

Disable the “Successful payments” email in Stripe’s email settings:

You may optionally choose to send the Upcoming Invoice email in Simple Pay Pro > Settings > Emails > Upcoming Invoice to which you should  also add the {update-payment-method-url}template tag.

When enabled, the “Upcoming Invoice” email is sent to the email address originally used by the customer when completing the payment. This email is triggered based on the “upcoming renewal event” setting in the Stripe Dashboard.

Stripe’s built-in “upcoming renewals” email is incompatible with WP Simple Pay and should always be disabled.

Disable the “Upcoming renewal” email in Stripe’s billing email settings:

 

Updated on April 15, 2021

Was this article helpful?

Related Articles