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To let customers manage subscriptions through Stripe’s hosted customer portal, first choose what they may change in your portal configuration, then provide access either through Stripe’s Dashboard or by creating a portal session from your application. For an app integration, create the session on your server for the customer’s existing Stripe customer ID and generate it when needed; Stripe says portal sessions are short-lived.
What the Stripe customer portal does
Stripe describes the Billing customer portal as a Stripe-hosted interface for subscription and billing management. The configuration sets which actions customers can take; a portal session opens the portal for a particular customer. Stripe’s overview explains sessions and configurations.
Choose what customers can manage
Set the portal to match your pricing, entitlement and billing policies. Stripe’s Dashboard guide covers the available customer-facing settings in Configure the customer portal; the API configuration reference documents corresponding feature controls.
| Setting | Decide | Why it matters |
|---|---|---|
| Plan changes | Whether customers may switch plans, and which products or prices they may switch to. | Customers should only see destinations that fit your pricing and eligibility rules. |
| Quantity changes | Whether customers may change quantity, any applicable limits, and how changes are billed. | Useful for seat-based subscriptions; quantity changes can alter recurring charges and invoice adjustments. |
| Timing and proration | Whether plan or quantity changes apply immediately or at the period end, and whether prorations apply. | Determines when the new subscription terms and related invoice adjustments take effect. |
| Cancellation | Whether customers can cancel, whether cancellation is immediate or at period end, and whether to ask for a reason. | Sets when renewal or access ends; proration settings can affect the invoice. |
| Customer information | Which fields customers may update, such as name, billing or shipping address, phone number, or tax ID. | Expose only the fields customers need to maintain themselves. |
| Payment methods and invoices | Whether payment-method updates and invoice history are available. | These are separately configurable features. Check your account’s active settings rather than assuming a documented example’s defaults apply. |
Plan and quantity changes
Stripe’s Dashboard guide recommends enabling plan switching for a good-better-best pricing model and quantity updates for seat-based pricing. Before enabling either, decide which prices are eligible and whether changes apply now or later. Define the proration behavior as well: a change can affect the current invoice, not just the next recurring amount. Stripe’s configuration API reference documents controls for eligible products and prices, quantity, promotion codes, proration behavior and billing-cycle timing. That page is pinned to the 2025-03-31.preview API version; use the version configured for your account and consult the current reference before copying request fields.
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Cancellation
If customers can cancel, choose whether cancellation takes effect immediately or at the end of the billing period, whether to request a cancellation reason, and how proration should work. These choices have different consequences: immediate cancellation ends the subscription sooner than period-end cancellation, while period-end cancellation generally leaves the current subscription running through its scheduled end. Confirm the portal behavior against your access and entitlement rules. Stripe documents cancellation controls and optional reasons in its Dashboard guide and configuration API reference.
Customer details, payment methods and invoices
Stripe’s guide lists name, email, billing address, phone, shipping address and tax ID among customer information settings. It also notes that email updates are unavailable in the no-code portal, so do not promise that option based on API capabilities or a different integration. Invoice-history visibility and payment-method updates are separate choices; verify each setting in your active configuration.
Configure and preview the portal in the Dashboard
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In Stripe Dashboard, open the Billing customer portal settings. The exact available controls depend on the active portal configuration.
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Choose whether customers can switch plans or change quantities. Select eligible products or prices, then set change timing, proration and billing-cycle behavior to match your subscription rules.
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Set cancellation access and timing, whether to collect cancellation reasons, and any applicable proration behavior.
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Choose which customer-information fields customers can edit, and separately turn invoice history and payment-method updates on or off.
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Customize the portal heading, return link, business identity and terms links. Stripe also documents branding controls for the logo, icon, background and button colors, font and shape.
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Preview the setup in a sandbox and confirm that the customer-facing options and branding are correct. Stripe says the quick-view option is unavailable for live-mode customers for security reasons.
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Stripe’s Dashboard configuration guide provides the detailed setting descriptions.
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Make the portal available from an application
For an application integration, create a portal session on your server when an authenticated customer asks to manage billing. Stripe’s Create a portal session API reference documents the request and optional parameters.
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Identify the existing Stripe customer ID associated with the signed-in user. Do not let a client choose an arbitrary customer ID.
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From your server, send a
POST /v1/billing_portal/sessionsrequest with thecustomerID and areturn_urlthat sends the customer back to an appropriate page in your application.The Tool Desk
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Optionally specify a portal
configurationID orlocale. If you omit the configuration, Stripe uses the default configuration. -
For Connect, set
on_behalf_ofonly when the customer’s subscription and invoice records belong to that connected-account context. Stripe says a session scoped this way shows only subscriptions and invoices with the matchingon_behalf_ofaccount. -
Return the session URL to the customer’s browser and send the customer there. Create a fresh session for each request instead of storing or reusing the URL: Stripe says sessions are short-lived.
Dashboard access or application-created sessions?
| Approach | What it involves | Best fit |
|---|---|---|
| Dashboard/no-code | Configure the portal in Stripe Dashboard and use the access method Stripe provides there. | A setup that does not need your application to create sessions for individual authenticated users. |
| Application-created session | Your server creates a session for the existing Stripe customer and supplies a return URL; it may also choose a configuration, locale or Connect scope. | An application that needs to send a signed-in customer into billing management from within its own customer experience. |
Dashboard and API capabilities are not necessarily identical. In particular, Stripe’s guide says email updates are unavailable in the no-code portal.
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