Subscriptions on the portal¶
Customers follow their own subscriptions from the customer portal, without access to the backend.
What the customer sees¶
A Subscriptions entry appears on the portal home page with the number of contracts the customer has. It opens the list of their contracts with the reference, the dates and a state badge; clicking one opens its detail page with the subscription lines, their periods and their prices.
Portal users only ever see the contracts and lines of their own partner.
screenshot: sales-subscriptions-portal-list
- menu
- (customer portal) ‣ Subscriptions
- shows
- The customer portal list of subscriptions with the contract reference, the start date and the state badge on each row.
- highlight
- The Subscriptions entry and the state badges (red frames).
- data
- A demo portal user with two contracts, one Active and one Suspended.
- module
- subscription
- notes
- English UI, light theme, 1440px width, crop to the portal table.
Cancelling from the portal¶
The detail page offers the customer a way to request the cancellation of the contract. The contract is then closed, and the reason is stored in its Close Reason field, so the backend shows that the customer ended it themselves.
screenshot: sales-subscriptions-portal-detail
- menu
- (customer portal) ‣ Subscriptions ‣ (a contract)
- shows
- The portal detail page of one subscription: the contract reference and state badge, the subscription lines with their periods and prices, and the cancellation action.
- highlight
- The cancellation action (red frame).
- data
- Contract SUB/2026/0012 with two lines.
- module
- subscription
- notes
- English UI, light theme, 1440px width, crop to the page.
See also