Portal Features

This page details everything your customers can do within the BillHive Hosted Self-Serve Portal.

Account Management

View & Update Profile

Customers can view and edit their personal information:

• Name and email address
• Company name
• Billing address
• Shipping address

Multiple Accounts

If a customer email is associated with multiple accounts, the portal displays an account selection screen after login. Customers can switch between accounts as needed.

Account Labels

You can display additional contextual information on each account tab (e.g., First Name, Last Name, Company) to help customers identify the right account. Configure this under Settings > Hosted Pages > Labels.

Subscription Management

View Subscription Details

Customers can see complete details about their active subscriptions:

• Current plan and pricing
• Billing cycle and next billing date
• Active add-ons and quantities
• Applied coupons and discounts
• Subscription status (active, trial, paused, cancelled)

Change Plans

When enabled, customers can upgrade or downgrade their subscription plan:

• View available plans and pricing
• See prorated charges or credits before confirming
• Changes can be applied immediately or at the end of the current billing term (based on your configuration)

Manage Quantities

Customers can adjust the quantity of their subscription (e.g., number of seats or licenses).

Add or Remove Add-ons

Customers can browse available add-ons and attach or remove them from their subscription. Add-ons marked as recommended appear with a badge to encourage adoption.

Apply Coupons

Customers can enter coupon codes to receive discounts on their subscription.

Pause Subscription

When enabled, customers can temporarily pause their subscription:

• Indefinite pause — stays paused until the customer resumes manually
• Fixed duration — automatically resumes after a set number of days
• Customer-selected duration — customer picks a resume date within allowed limits

Resume Subscription

Paused subscriptions can be resumed by the customer at any time from the portal.

Cancel Subscription

Customers can cancel their subscription based on your configured settings:

• Immediate cancellation
• End-of-term cancellation
• Customer-selected cancellation date

If feedback collection is enabled, customers will be prompted to provide a reason for cancellation.

Reactivate Subscription

Cancelled subscriptions (not yet expired) can be reactivated by the customer if this feature is enabled.

Remove Scheduled Changes

Customers can undo any pending or scheduled changes to their subscription (e.g., a scheduled downgrade or cancellation).

Billing & Invoices

View Billing History

Customers can access a full history of invoices and charges associated with their account.

Download Invoices

When enabled, customers can download individual invoices as PDF documents.

View Upcoming Invoice

Customers can see a preview of their next invoice, including any pending changes, prorated amounts, or new charges.

Payment Methods

View Payment Methods

Customers can see all payment methods currently on file.

Add Payment Method

Customers can add a new credit card or other supported payment method. 3D Secure (3DS) verification is triggered automatically when applicable.

Update Payment Method

Customers can update their existing payment method details.

Remove Payment Method

When enabled, customers can remove their primary payment method from the account.

Feature Summary