🤑 Stripe: How to set up a customer portal in stripe

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Step-by-step guide showing how to create a customer portal that lets customers change, pause, resume or cancel their subscription.

🔗 Your free Notion SOP Template 👇

⚡️ Problem
Your customers want to change, pause, resume or cancel their subscription

💡 Solution
Create a customer portal link that you can share with your customers (or embed in your product)

🔗 Quick links

🏃‍♂️ Steps
0:00 Get started
- Log into the Stripe dashboard
- Go to the Stripe customer portal settings
- Press “Activate Link”

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0:22 Set invoice settings

- Check that the invoice settings are correct
- Check the customer information settings are correct
- If you sell B2B, it’s a good idea to enable Tax IDs
- Check if all the payment methods you want to support are activated
- Optional: Enabled more payment methods by pressing “Manage”
- Check Subscription Settings
- Check “Pause subscriptions” if you want people to be able to pause without cancelling their subscription
- Check “Switch plans” if you want people to be able to up and downgrade in the portal
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0:55 Add the products, redirects, final touches

- Add the products that should show in the portal to up and downgrade
- Check “Promotion codes” if you plan on offering promo codes for your product
- Set a redirect URL to forward the customer back to your app when they’re done in the portal
- Press “Save changes”

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1:27 Use the link to the customer portal

- Copy the Link to the portal and share it with your customer or embed it in your product

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