Use cases

A customer portal for subscriptions, usage, and billing visibility

Give subscribers a clearer view of what they use and what appears in their billing records. Connect the subscription data you already keep and show each account its usage, seats, invoice history, or service activity. Routine account questions get answered without a ticket.

14-day free trial. No credit card required.

CustomerDashboard showing charts and metrics for a customer account

Usage and billing records, visible to the account that owns them.

Make metered usage easier to understand

Show usage over time in the same units and billing periods your service already records.

Show seats and account activity together

Help business customers see how their subscription is being used.

Keep billing history within reach

Present invoice amounts, dates, and recorded payment status from your billing data.

How it gets in front of customers

Connect the data you already keep, build the report once, and give each account a login.

  1. 1

    Connect subscription records

    Link the source that already holds usage, seats, and invoices.

  2. 2

    Build the account view once

    One layout, filled with each subscriber's own records.

  3. 3

    Invite the account

    Their login shows their usage and billing history only.

What customers can see

Built from the records you connect. These are the reports you can build from the records you connect.

  • Current billing period

    The window the usage figures belong to.

  • Usage units

    The metered amount your service recorded.

  • Active seats

    Who or what is using the subscription.

  • Invoice history

    Amounts, dates, and the payment status already in your billing data.

Reporting, not billing self-serviceSubscribers can see usage and invoice records. Changing plans and paying invoices stay in your subscription or billing system.

Questions

Can subscribers change plans or pay invoices here?

No. This shows subscription and billing information. Plan changes and payments stay in your billing system.

Will the units match our invoices?

Use the same units and billing periods your service already records, so the dashboard and the invoice agree.

Related: SaaS customer dashboards ยท customer portal software for reporting

Create your subscriber dashboard

Give subscribers a clearer view of what they use and what appears in their billing records.

14-day free trial. No credit card required.

All use cases