Configure Portal
This guide walks you through enabling and configuring the BillHive Hosted Self-Serve Portal for your customers.
Enabling the Portal
To activate the self-serve portal:
- Navigate to Settings > Hosted Pages > Self-Serve Portal.
- Click Enable.
Once enabled, your customers can access the portal at your designated portal URL.
Access Methods
BillHive supports two authentication methods for the portal:
Single Sign-On (SSO) API — Recommended
Integrate with your existing user authentication system. After customers log into your application, dynamically create a portal session via the API — eliminating the need for a separate login.
Benefits:
- Seamless experience — no duplicate login
- You control authentication
- More secure for production use
BillHive Login
Uses BillHive's native authentication. Customers enter their email address and receive a one-time password (OTP) via email. On first login, they can set a password for future access.
Best for: Quick setup or when you don't have your own authentication system.
General Settings
Invoice Downloads
Enable customers to view and download historical invoices as PDF from within the portal.
Note: Invoices may be hidden if any customer in an account hierarchy is unlinked.
Subscription Modifications
Allow customers to modify their subscriptions directly from the portal. You have granular control over what changes are permitted:
| Setting | Description |
|---|---|
| Allowed subscription states | Define which states allow changes — active, non-renewing, or in trial |
| Change timing | Immediate or end-of-term |
| Plan changes | Allow customers to switch between plans with configurable proration rules |
| Quantity adjustments | Let customers increase or decrease subscription quantity |
| Add-on management | Allow adding or removing add-ons, with optional "recommended" labels |
| Coupon management | Enable customers to apply or remove coupons |
Cancellation Settings
Configure how customers can cancel their subscriptions:
- Cancellation timing — Immediate, end-of-term, or let the customer choose
- Specific date scheduling — Allow customers to pick a cancellation date
- Feedback collection — Prompt customers for a reason during cancellation
- Reactivation — Allow customers to reactivate cancelled subscriptions
- Remove scheduled changes — Let customers undo pending cancellations
Pause & Resume
Allow customers to pause their subscriptions temporarily:
| Option | Description |
|---|---|
| Indefinite pause | Subscription stays paused until the customer manually resumes |
| Fixed-duration pause | Automatically resumes after a set period (max 90 days) |
| Customer-configurable | Let the customer choose the pause duration within your defined limits |
Payment Method Management
- Allow customers to add new payment methods
- Allow removal of the primary payment method
- Support for 3D Secure (3DS) verification during payment method updates
3D Secure (3DS) Support
The portal supports 3DS authentication for secure transactions:
- A minimal authorization amount is temporarily charged during payment method updates, then automatically voided.
- Subscription changes or resume actions that trigger an immediate charge will go through 3DS verification when applicable.
Advanced Settings
Display Add-ons and Charges
To show add-ons and one-time charges in the portal, ensure "Display in Self-Serve Portal" is enabled for each item in your product catalog setup.
Recommended Add-ons
Add-ons marked as recommended will display with a "Recommended" badge in the portal, encouraging adoption.
Preview & Testing
Use the Preview Portal option in your settings page to test the portal experience before going live.
Note: The preview uses your test environment configuration.
Disabling the Portal
To disable the portal and prevent customer access:
- Navigate to Settings > Hosted Pages > Self-Serve Portal.
- Click Disable.
Customers will no longer be able to access the portal once disabled.