Introducing the Customer Portal — v1.0.18
Introducing the Customer Portal — v1.0.18
Calmony Pay v1.0.18 ships a hosted customer portal: a zero-login, token-gated page where your customers can review their billing history and keep their payment details up to date — without you building any of it.
What the portal gives your customers
Invoices at a glance. Every invoice for the customer is listed on the portal page. Customers can download any invoice as a PDF in one click — useful for expense reporting and their own records.
Active subscription visibility. The portal surfaces the customer's currently active subscriptions so they always know what they're signed up to.
Self-service card updates. Rather than contacting support to update a saved card, customers can do it themselves via a Cardstream Hosted tokenisation form embedded in the portal. Card data never touches your servers.
How it works
The portal lives at /portal/:token. You issue a unique, time-limited token for each customer and include the resulting URL in your billing emails or application UI. The customer clicks the link and lands directly on their portal — no account, no password.
Tokens expire after 24 hours, so even if a link is forwarded or intercepted, its window of access is narrow.
https://your-calmony-pay-host/portal/<customer-token>
Why this matters
Payment-related support requests — "Can you resend my invoice?", "My card expired, how do I update it?" — are now self-serviceable. The portal handles them without any custom UI work on your end, and without any card data flowing through your infrastructure.
See the Customer Portal feature docs for full integration details.