There are multiple ways to take advantage of Quaderno’s integration with Stripe, one of them is allowing your customers to update their billing details after receiving a Quaderno invoice. If you'd like your customer to be able to update their payment method for a subscription, just follow this guide's steps to offer a seamless experience using Quaderno Billing and the Stripe Customer Portal.
Please keep in mind these options are only available when the Quaderno contact (your customer) has been created via Stripe. It doesn't work for other payment processors.
For your customers to see the
Go to billing detailslink inside their billing area in Quaderno, you would need first to activate this option in your Stripe account:
- In your Stripe dashboard, you would just need to go to Settings > Customer portal, where you can enable the options you would like the customer to see.
- As your customers will already be receiving Quaderno invoices, you can turn off the Stripe invoice history by disabling the option
Allow customers to view their invoice history.
- Enable the option
Allow customers to update their payment methods.
- Enable the option
Allow customers to pause and resume subscriptionif you'd like your customers to have the ability to do so.
- Go to the Preferences section of your Quaderno account, scroll down to the "Billing section" and disable the option
Prevento customers from editing their billing information
That's it! 🎉 After this process is completed, when one of your Stripe customers visits their Quaderno Billing history, they will see the option
Go to billing detailswhere they can now update their payment method.
Once you've activated the Stripe Customer portal following the steps above, you can send your customers their Quaderno Billing history where they will now see an option that will redirect them to the Stripe Customer Portal. Just follow these steps:
- On the contacts page, open the contact's file.
View billing historyand copy the URL from the new tab.
- Send this URL to your customer.
- When your customer opens their Quaderno Billing history and clicks
Go to billing details, they will be redirected to the Stripe Customer Portal and will be able to update their payment method.
Where can I find the link to a customer's Quaderno Billing history in my Quaderno account?
You'll find a customer's billing history link in their contact file. Open a contact's file, and click
View billing historyto see the link appear in a new tab.
How can I give my customer access to their Quaderno Billing history link?
Whenever a customer receives an invoice via email, they can access their billing history directly from the link included in the invoice email. If you prefer to send a billing history link to a customer, you can do so directly from your own email service following the steps above for Sending your customers their Quaderno Billing link. Alternatively, you can add Quaderno Billing to your website to give your customers access at any time.