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Customer Portal

The PayRequest Customer Portal is a full self-service experience for your customers. When customers log into your shop, they get a personal dashboard with everything they need: subscriptions, invoices, orders, payment methods, support tickets, and account settings.

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Portal Navigation

When logged in, customers see a persistent sidebar with quick access to all portal sections: The sidebar also shows open invoices with amounts and open support tickets with status badges, giving customers a quick overview of items that need attention.

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Customer Homepage

The homepage is the customer’s personal dashboard. It shows at-a-glance statistics and recent activity.

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Statistics Cards

Three clickable stat cards at the top show:

• Orders — Total order count, links to order history
• Invoices — Total invoice count, links to invoice list
• Subscriptions — Active subscription count, links to subscription management

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Active Subscriptions

A prominent section showing all active subscriptions with:

• Product name and status badge (Active, Paused, Trial)
• Billing interval and amount (e.g., “monthly” at “15.00/month”)
• Next billing date
• Trial end date (if on trial, with countdown)
• Direct link to subscription details

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Recent Orders

The most recent orders displayed with:

• Order number and date
• Total amount
• Link to order details

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Open Invoices & Tickets (Mobile)

On mobile devices, open invoices and support tickets are displayed as alert cards. On desktop, these appear in the sidebar instead.

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Portal Pages

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Invoices

Customers can browse all their invoices with status indicators:

• Pay outstanding invoices directly via iDEAL, credit card, or saved payment methods
• Download PDF invoices for their records
• Request a refund for paid invoices — submits a support ticket linked to the invoice (see Refund Requests)
• View payment history and transaction details per invoice
• Filter by status (paid, unpaid, pending)

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Subscriptions

Full subscription self-management:

• View subscription details (product, amount, interval, next billing)
• Pause a subscription temporarily
• Resume a paused subscription
• Cancel a subscription
• View custom fields associated with the subscription
• See trial status and end dates

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Orders

Complete order history with:

• Order number, date, and status
• Line items with quantities and amounts
• Order total with tax breakdown
• Digital downloads — For orders containing digital products, customers see download buttons with remaining download count and expiry date (see Digital Products)

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Payment Methods (Mandates)

Customers can manage their saved payment methods:

• View active SEPA Direct Debit mandates
• See mandate status (valid, pending, invalid)
• Add new payment methods
• Use saved methods to pay invoices

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Profile

Customers can update their personal and business details:

• Name, email, phone number
• Address (street, city, postal code, country)
• Company details (for business customers)

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Debt Collection Cases

When a business opens a collection case for an overdue invoice, the customer sees it in their portal:

• View case details (case number, linked invoice, days overdue)
• See amount breakdown (original amount + any collection fees)
• Visual progress indicator showing the current collection stage
• Pay Now button to settle the full amount immediately
• Request a payment plan to pay in monthly installments (when enabled by the business)

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Support

Integrated support ticket system:

• Create new support tickets
• Track ticket status (Open, In Review, Resolved)
• Add replies to existing tickets
• View ticket history
• Receive email notifications when the business replies

See Support Requests for full documentation on managing support tickets from the admin side.

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Contact Persons

Customers can add additional people from their organization to receive email notifications:

• Add up to 10 contact persons with name, email, phone, and role
• Choose notification preferences per contact: Billing emails (invoices, payments) or Account emails (subscriptions, orders)
• Edit or remove contact persons at any time

See Contact Persons for full documentation.

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Settings

A dedicated settings page where customers control their portal experience. See Customer Portal Settings for full details.

• Appearance — Choose between System, Light, or Dark mode
• Language — Select Auto (browser default), English, or Dutch
• Notifications — Toggle email notifications per category

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Custom Domain Support

The Customer Portal works seamlessly on custom domains. If you’ve configured a custom domain for your shop (e.g., shop.yourbusiness.com), the entire portal including all customer pages, settings, and payment flows operates under your domain. Everything works automatically under your domain — a fully white-label experience for your customers.

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Customer Authentication

Customers create an account on your shop and log in with their email and password. They stay logged in during their session and can log out from the portal header.

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Mobile Experience

The portal is fully responsive:

• Desktop — Sidebar navigation with all sections visible
• Mobile — Optimized layout with collapsible sections, open invoices and tickets shown inline instead of sidebar

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Next Steps