How Customers Manage Their Billing And Account Information With Customerhub

Introduction

CustomerHub comes preloaded with account management pages that integrate with the Infusionsoft subscriptions, invoices, and credit card billing functions.

Important!
These pages are hidden by default. You will need to click on a page link to edit its permissions to make the pages visible to customers. You can also add page permissions to restrict access based on Infusionsoft Tags and Subscriptions.

 

Step-by-Step Instructions

  1. Visibility & Permissions

    When you make the page visible, it is automatically added to the main navigation menu in the customer portal. Click on the General Info tab to move it to the submenu for one of the other main pages (e.g. the My Account page)

     

  2. My Account Menu

    The My Account Menu gives customers quick access to all of the Account Management tools. If you want this menu to show in the right column of all or most pages, you can copy the page code and use it to create your Default Right Column.

    Note: You must link CustomerHub to an Infusionsoft Merchant Account to use the invoice, subscription, and credit card pages.

    • Update their profile. This is integrated with Infusionsoft and automatically updates the person's Infusionsoft contact record. They can also visit this page to change their CustomerHub password. The direct URL to this page looks something like this: https://yourappname.customerhub.net/member/edit.
    • Make a payment. This links to the default Invoices page where the customer can view outstanding invoices and submit a credit card payment. The payment is processed through the Merchant Account you linked to your CustomerHub account. The customer clicks on Pay Now to submit a payment for invoices with an balance due.
    • Update Billing Information. This links to the default Credit Cards page where the customer can view the credit cards associated with their Infusionsoft contact records and add a new card or update an existing card (e.g. billing address or expiration date.) The customer clicks on Update Card to edit billing or card information, or clicks on Add Credit Card to enter the information for a new credit card. Note: Customers are not able to delete credit cards.
    • View Subscriptions. This links to the default Subscriptions page where the customer can see a summary of their subscription programs, including the Start Date, Next Bill Date, Price, Cycle (e.g. 1 per month), and the Credit Card being autocharged. The customer is able to switch the card being billed.
    • View their Order History. This links to the Invoices page where the customer can view and print invoices. The customer clicks on View Invoice to see the invoice details, such as product(s) purchased, discounts, and previous payments applied. You can add a default Invoice Note (Settings > Account Settings) that is displayed on all invoices viewed through CustomerHub.

     

  3. Account Pages

    There are 3 additional Account Pages (Invoice, Subscriptions, and Credit Card). The purpose of these pages is described above. You are not able to edit the body content of these pages, but you can click on a page to edit the instructions displayed to your customers in the Right column of the page or to display the default right column instead.