Fusebill Portal page offers a hosted/white label Customer Self Service Portal page for your customers. The Portal page allows you to integrate to Fusebill without having to write the custom code yourself.
Access to the Customer Self Service Portal is via a unique URL that can be added to your web site, added to existing Fusebill Email Notifications or provided directly to the customers. If configured on Fusebill, under Email Notifications, new customers can receive the the Customer Credential Create email notification that will include a link allowing them to setup their UserID and Password for access to your Customer Self Service Portal. Alternatively, for existing customers not configured on the system, you can send out this notification on a per customer basis.
The Portal page allows your customers to view or edit the following:
- View Home/General Info landing page
- Edit customer details
- View existing subscriptions
- (Optionally) cancel subscriptions
- Update/add their payment method
- View Invoices
The samples below displays the different section of the Portal page and details around what can be configured.
Default Portal Page Setup Options
Each page within the Customer Self Service Portal is broken into 5 parts:
- Sub Header
- Button Bar
- Home/General Info, Customer Information, Subscriptions, Payment Method or Invoice section
General configuration settings and details:
- Color scheme for Portal
- Look/color of buttons
- Control over which options customers have access to including Home/General Info, Customer Information, Subscriptions, Payment Method and Invoice pages
- Addition of logos and links
- Headers, Footers and Button Bar options follow through on all pages
- If you have multiple payment methods configured in your system, you can choose which payment type will be set as the default for your customers: Credit Card, ACH, or PayPal
When a customer first logins into the Customer Self Service Portal, they land on the Home page. This page can contain any information you may want your customers to see.
This may be a great place for adding maintenance or system upgrade information, hours of business, contacts for other areas, links to you web page to purchase additional goods or products or general company news.
The Customer Information page allows your customers to do the following:
- Review their current statuses, Service and Account, and check to see if they having any outstanding balances.
- Review and update Contact information.
- Review and update Billing and Shipping address information.
- Password Management.
The Subscription information page allows your customers to view their current subscriptions.
The initial information displayed provides details around status of subscription, frequency of charge, next charge date and any expiry date information. If the customer wants additional information they can click on View which will take them to another page that displays further details. Click on Back to Subscription List to go back to Subscriptions.
The Payment Method page allows customers to add a new payment method or modify an existing one. If a new customer or an existing customer has an outstanding balance, the customer can pay of the balance at the same time.
If your account is configured for both Credit Card and ACH/eCheck as acceptable payment methods, your customers will be allowed to toggle on Credit Card or ACH when originally setting up their Payment Method.
The information provided for existing customers, where a Payment Method has already been configured, includes the last 4 digits of the Credit Card, First Name, Last Name, Expiry Month/Year and associated address info.
Existing Customers Modifying Payment Method
This would be for a customer in Poor Standing, where a Payment Method already exists on Customer Account but payment method is no longer valid. This is usually due to a Credit Card expiring or your customer changing their Credit Card.
In this case the customer would update their information, providing a new Credit Card number, modifying the Expiry Month/Expiry Year and adding the new CVV. By default, if the customer owes a balance, the "Make a payment for your outstanding balance of $xxx.xx" will be checked.
Once the customer clicks on Update, the new card data will be verified and if successful they will receive the green "Success! You have updated your payment method." message. If it fails, they will be told what the issues is and will need to re-enter the information.
Customer Adding Payment Method
Depending on how your Account is configured will determine what a customer sees when accessing this page for the first time. If you offer both Credit Card and ACH/eCheck as valid Payment Methods, a customer who is adding a Payment for the first time will have a choice for either adding a Credit Card or for adding ACH account info.
For Credit Card setup, if there is an outstanding balance for this customer, by default the "Make a payment for your outstanding balance of $xxx.xx" will be checked. Once the customer has completed entering the required Credit Card information and clicks Update, the system will attempt to validate the Credit Card and if it is successful, they will receive the green "Success! You have updated your payment method." message. If it fails, they will be told what the issues is and will need to re-enter the information.
If successful, the outstanding balance will immediately be collected and if so configured, the Payment Received email will be sent to the customer.
For ACH / eCheck setup, if there is an outstanding balance for this customer, by default the "Make a payment for your outstanding balance of $xxx.xx" will be checked. Once the customer has completed entering the required ACH information and clicks Update, the system will add the information to the system and the outstanding balance will immediately be collected. If configured, the Payment Received email will be sent to the customer.
The Invoice tab allows your customers to view their posted invoices.
Find the invoice you want to review, click on Details under the Actions column. This will open the selected invoice. From here, your customer can View Invoice as Pdf or Send Invoice Email. They can also make a payment directly from the invoice.