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ZeroSettle comes with a no-code customer portal for customers to manage their own subscriptions.

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Accessing the customer portal

Each email (subscription confirmation, renewal, billing issue) that ZeroSettle sends to customers contains a link for the customer to access their customer portal. You can also programmatically generate a portal link for your users: 
do {
    let portalURL = try await ZeroSettle.shared.getManagementURL(userId: currentUser.id)
    if let url = portalURL {
        // Open management portal
        UIApplication.shared.open(url)
    }
} catch {
    print("Failed to get management URL: \(error)")
}

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Managing subscriptions through the customer portal

In the customer portal, customers can:
  • See upcoming payment information - View details about their next billing cycle
  • Cancel a subscription - End their subscription with immediate effect or at period end
  • Change subscription products - Upgrade or downgrade to different subscription tiers
  • Re-subscribe - Reactivate a cancelled subscription before it expires
  • Update payment methods - Change or add new payment methods
  • View payment history - See a complete list of all past payments
  • Download receipts and invoices - Get PDF receipts and invoices for their records
All changes made in the customer portal are automatically synchronized with your app, and the CustomerInfo will be updated accordingly.