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Overview

The portal home page (/portal) gives a summary of the customer's financial relationship with the organization: active subscription, next invoice, last payment, available credits and shortcuts to the most common actions.

Main cards​

  • Next charge — date, amount and method (card, boleto, PIX).
  • Active subscription — plan, cycle and status.
  • Last payment — date, amount and status (succeeded, processing, failed).
  • Available credit — total balance and a link to the history.
  • Open invoices — alert when there are overdue boletos or boletos close to their due date.

Shortcuts​

The page offers shortcuts to:

  • Pay the next invoice
  • Change the default payment method
  • Update billing details
  • Contact support

Customization​

The logo, colors and texts follow the configuration defined by the organization in Customer Portal. The customer can switch between light and dark theme.

Screenshot​

Customer portal overview with next charge and active subscription