Hosted Customer Portal

The Hosted Customer Portal is a customer-facing application that allows your end customers to view invoices, manage account details, handle subscriptions, and pay invoices online—all without requiring any custom development on your part.

What You’ll Find Here

This guide covers:

• Portal Overview – Understanding what the hosted portal offers
• End User Login Flow – How customers access the portal
• Dashboard – The customer landing page
• Invoices – Viewing and paying invoices
• Account Information – Viewing and editing account details
• Subscriptions – Managing subscription details and quantities
• User Management – Customer admin features for managing other users

Portal Overview

The Hosted Customer Portal provides a fully branded experience for your customers to self-serve their account needs.

Key Features

Portal URL Structure

Your portal is accessible at:

<https://portal.younium.com/{your-portal-slug}>

For example, if your portal slug is acme:

<https://portal.younium.com/acme>

End User Login Flow

The portal uses passwordless authentication via magic links for a secure, friction-free login experience.

Step 1: Access the Portal

Customers navigate to your portal URL in their web browser.

Step 2: Enter Email Address

1. Enter your email address in the login field
2. Click Send Login Link (or similar button based on your branding)

Step 3: Check Email

The customer receives an email with a secure, one-time login link.

Note: The link expires after a configured time period for security.

Step 4: Click the Magic Link

Clicking the link authenticates the user and redirects them to the portal.

Multi-Account Access

If a contact email is associated with multiple Younium accounts, the user is presented with an account selection screen.

Dashboard

After logging in, customers land on their personalized dashboard.

Dashboard Elements

Navigation

The left sidebar (or top navigation on mobile) provides access to:

• Dashboard
• Invoices
• Account
• Subscriptions (if enabled)
• Users (for customer admins only)
• Logout

Invoices

The Invoices page allows customers to view, search, filter, and download their invoices.

Accessing Invoices

Click Invoices in the navigation menu.

Invoice List Features

Search

Use the search box to find invoices by:

• Invoice number
• Reference
• Amount

Status Filtering

Filter invoices by status:

• All - Show all invoices
• Posted - Invoices awaiting payment
• Settled - Paid invoices
• Partially Settled - Invoices with partial payments

Sorting

Click column headers to sort by:

• Invoice Date
• Due Date
• Amount
• Status

Invoice Information

Each invoice row displays: | Column | Description | |——–|————-| | Invoice Number | Unique identifier | | Invoice Date | When the invoice was created | | Due Date | Payment deadline | | Total Amount | Invoice total with currency | | Status | Current payment status | | Actions | Download and Pay buttons |

Downloading Invoice PDFs

1. Locate the invoice in the list
2. Click the Download button
3. The PDF opens in a new tab or downloads automatically

Paying Invoices

When online payments are enabled, customers can pay invoices directly through the portal.

Prerequisites

For the Pay Now functionality to appear:

1. Stripe payments must be configured in Younium.
2. The invoice must have a status of Posted (unpaid)
3. A valid payment link must be associated with the invoice

Payment Flow

Step 1: Find the Invoice

Navigate to the Invoices page and locate an unpaid invoice.

Step 2: Click Pay Now

Click the Pay Now button next to the invoice.

Step 3: Complete Payment

You’ll be redirected to the payment provider’s secure payment page.

1. Enter payment details as required by your payment provider
2. Confirm the payment amount
3. Submit the payment

Step 4: Return to Portal

After successful payment, you’ll be redirected back to the portal. The invoice status will update once the payment is processed (this may take a few moments).

Payment Status Updates

Note: Payment processing can take a bit of time,It may take a few minutes for the status to update.

Account Information

The Account page displays customer details and allows editing of certain information.

Viewing Account Information

Navigate to Account in the menu.

Displayed Information

Editing Account Information

1. Click the Edit button next to the field you want to change
2. Make your changes in the edit form
3. Click Save to confirm changes
4. A success message confirms the update

Note: Changes to account information may be subject to review depending on your business configuration.

Subscriptions

The Subscriptions page shows all active subscriptions with detailed product and pricing information. 

1. Navigate to the Self Service Hub.
2. Under Configuration, select Subscriptions.

Accessing Subscriptions

Navigate to Subscriptions in the menu.

Subscription Overview

Each subscription card displays:

• Subscription Number - Unique identifier
• Status - Active, Cancelled, or Expired
• Date Range - Subscription term dates
• Products - List of subscribed products

Viewing Subscription Details

Click on a subscription to expand it and view:

• Individual product lines
• Pricing details per product
• Quantity information
• Billing periods

Product Line Details

Click on a product line to see expanded pricing information:

Tiered Pricing

For products with tiered or volume pricing, click View Pricing Tiers to see the pricing breakdown.

Subscription Management

The portal supports customer-initiated subscription changes, including quantity adjustments and add-on products.

Editing Quantities

For quantity-based subscriptions, customers can request quantity changes.

Step 1: Find the Product Line

Navigate to Subscriptions and expand the subscription containing the product.

Step 2: Click Edit

Click the Edit button on a quantity-based product line.

Step 3: Adjust Quantity

1. The quantity edit modal opens
2. Enter the new quantity
3. The price change is calculated in real-time
4. Review the price impact

Step 4: Submit Request

1. Click Request Change to submit
2. A confirmation message appears
3. The change request is sent to Younium for processing

Price Change Preview

The quantity edit modal shows: | Information | Description | |————-|————-| | Current Quantity | Existing quantity | | New Quantity | Requested quantity | | Current Price | Current line total | | New Price | Estimated new line total | | Price Difference | The impact of the change |

Adding Add-on Products

If add-on products are configured, customers can add them to existing subscriptions.

Step 1: Find the Subscription

Navigate to the subscription you want to add products to.

Step 2: Click Add

Click the Add button in the subscription header.

Step 3: Select Add-on Product

1. The add-on selection modal opens
2. Browse available add-on products
3. Select the product(s) you want to add
4. Configure quantity if applicable

Step 4: Review and Confirm

1. Review the pricing for the add-on
2. Click Add to Subscription
3. The request is submitted for processing

Change Request Status

After submitting a subscription change:

1. The request is logged in the Activity Log
2. The change is processed according to your business rules
3. The customer may receive email confirmation

Note: Subscription changes may require approval depending on your configuration.

User Management (Customer Admin)

Customer administrators can manage portal access for other users within their organization.

Accessing User Management

Navigate to Users in the menu (visible only to customer admins).

Viewing Users

The Users page displays all portal users for your account:

• Email - User’s email address
• Role - User or Admin
• Status - Active, Invited, Disabled
• Last Login - Most recent access

Inviting New Users

1. Click + Invite User
2. Enter the user’s email address
3. Select a role:
   • User - Standard access to portal features
   • Admin - Full access including user management
4. Click Send Invitation

The new user receives a welcome email with a link to access the portal.

Managing Existing Users

For each user, you can:

• Change Role - Switch between User and Admin
• Remove User - Revoke portal access

User Roles

Mobile Experience

The Hosted Portal is fully responsive and works on mobile devices.

Mobile Navigation

On smaller screens:

• Navigation collapses to a hamburger menu
• Tables scroll horizontally
• Touch-friendly button sizes

Theming and Branding

Your portal reflects the branding configured in the Self-Service Hub:

Contact your Younium administrator to adjust portal branding.

Security Features

The Hosted Portal includes several security measures:

Session Expiration

If your session expires:

1. A modal appears indicating session expiry
2. Click Login Again to request a new magic link
3. Check your email and click the new link

Troubleshooting

I didn’t receive the magic link email

• Check your spam/junk folder
• Verify you entered the correct email address
• Wait a few minutes and try again
• Contact your administrator if issues persist

My login link isn’t working

• Login links expire after a limited time
• Request a new magic link
• Ensure you’re using the most recent link if you requested multiple

I can’t see the Pay Now button

• Verify the invoice is in “Posted” status
• Online payments may not be enabled for your organization
• Contact your administrator

Subscription changes aren’t reflected immediately

• Changes may require approval
• Allow time for processing
• Check for confirmation emails