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The Customer Portal is a secure, self-service dashboard where your customers can view their payment history, download receipts, manage active subscriptions, and see refund statuses. Customer Portal Overview

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How it works

Solifyn uses a secure, passwordless Self-Service Shared Portal architecture:
  1. Access Link: Instead of requiring customers to register passwords, they access their portal via a unique, tokenized URL: https://app.solifyn.com/shared/{token}
  2. Dashboard Generation: As a merchant, you can generate this link directly from the customer details card in your dashboard.
  3. Self-Service Actions: Once the customer opens their portal link, they can:
    • View transaction history.
    • Manage active subscriptions (cancel, renew, or adjust seat counts).
    • Review refund timelines.
    • Download PDF invoice receipts.
For a seamless user experience, you can generate these shared portal URLs from your primary backend application and redirect customers directly to their self-service portal.

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Endpoint

POST /customers/:id/share

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API Request Example

curl -X POST https://api.solifyn.com/customers/cus_8n7m6l5k4j3h2g1f0e9d8c/share \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "x-business-id: biz_..."

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API Response

{
  "token": "tok_9A8b7C6d5E4f...",
  "url": "https://app.solifyn.com/shared/tok_9A8b7C6d5E4f..."
}
Simply redirect the customer to the returned url to grant them immediate, secure access to their billing portal.