Stripe Customer Portal

Article author
Duncan from Memberstack

profile_customer_portal.gif

Memberstack relies on Stripe's hosted Billing Portal to enable members to securely manage paid plans, subscriptions, purchases, payment information, etc. This integration allows your members to manage their own billing without requiring your intervention.

Understanding the Memberstack-Stripe Integration

When a member purchases a paid plan on your site:

  1. The member is added as a customer in your Stripe account
  2. Payments are processed directly through your Stripe account (not through Memberstack)
  3. Memberstack syncs with Stripe to maintain updated membership status
  4. Members can manage their subscriptions through the Stripe Customer Portal

Launch the Customer Portal

  1. Create a button and add the data-ms-action="customer-portal" attribute.

👀 This button will automatically be hidden from members with no paid plans because members with free plans are not added to Stripe. If you want to test this functionality, make sure you're using a test account with a paid plan.

How can one of my members update their credit card information?

For members looking to update their credit card information, it's straightforward:

  1. Log In: First, log into the member area of the website.
  2. Access Portal: Click the button with data-ms-action="customer-portal" to launch the Stripe Customer Portal.
  3. Update Payment Method: Here, you'll see an option for 'Payment Methods'.
  4. Follow Prompts: Complete the required fields with your new credit card information and confirm the changes.

This will update their payment method for all future transactions.

How can I change the name on the left side in the Stripe Customer Portal?

By default the portal uses the app name. If you want to change it to something different you can use the "Business Entity" field on the bottom of your app settings page.

Configure the Customer Portal

Please see this article to learn more about customizing the Stripe Billing Portal.

Troubleshooting Common Issues

Why has a member disappeared from Memberstack but is still active in Stripe?

This can happen due to synchronization issues between Memberstack and Stripe. To resolve this:

  1. First, verify that the member exists in Stripe by checking your Stripe Customers dashboard
  2. If the customer exists in Stripe but not in Memberstack, use the Resync with Stripe feature to restore the connection
  3. If resyncing doesn't resolve the issue, contact support with the Stripe Customer ID and Memberstack member information

Changes in Stripe customer portal are not reflecting in Memberstack

Typically, changes in the Stripe Customer Portal should sync automatically with Memberstack. If you notice they aren't:

  1. Check for webhook delivery errors in your Stripe Webhooks dashboard
  2. Verify that the Stripe connection is properly configured in your Memberstack settings
  3. Try initiating a manual resync from the Memberstack dashboard
  4. Allow up to 15 minutes for changes to propagate between systems

Stripe checkout process is not triggering for specific membership levels

If checkout isn't working for certain plans:

  1. Verify that the price ID is correctly configured in Memberstack for the affected plan
  2. Ensure the plan is active in both Memberstack and Stripe
  3. Check if you're using test mode in one system but live mode in another
  4. Verify that the checkout button has the correct data attributes (data-ms-action="checkout" data-ms-plan="PLAN_ID")

How to restore a lost Stripe connection

If your Stripe connection has been lost:

  1. Go to your Memberstack stripe settings
  2. Click "Connect with Stripe" to re-establish the connection
  3. If you have existing members and plans, do NOT disconnect your current Stripe account unless absolutely necessary
  4. If you've already disconnected, follow the guide for reconnecting Stripe accounts

Do members pay Memberstack via Stripe or directly to my Stripe account?

Members pay directly to your Stripe account. Memberstack facilitates the connection but does not process or hold the payments. All transactions occur directly between your members and your Stripe account, with standard Stripe fees applying.

Advanced Customer Portal Management

Enabling pause or cancel functionality

To allow members to pause or cancel their subscriptions:

  1. In your Stripe dashboard, go to Settings Billing Customer Portal
  2. Under "Subscription management", enable "Cancel subscriptions" and/or "Pause subscriptions"
  3. Configure any additional settings like cancellation reasons or pause durations
  4. Save your changes

Note: There is currently no way for members to select a different plan inside the Stripe Customer Portal. For plan changes, you'll need to implement this functionality on your website using Memberstack's checkout functionality.

Testing the Customer Portal

To thoroughly test the Customer Portal functionality:

  1. Create a test member account
  2. Purchase a plan using Stripe test card details (e.g., 4242 4242 4242 4242)
  3. Log in as the test member
  4. Access the Customer Portal to verify all features are working
  5. Test updating payment methods, viewing invoices, and any other enabled functionality

Remember to toggle between test and live mode in Stripe and Memberstack when moving from testing to production.

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Comments

8 comments

  • Comment author
    William de Broucker

    Hello,

    I would like to configure the Customer Portal to put the icons and colors of my company. 


    Thanks !

    2
  • Comment author
    Duncan from Memberstack

    Hey William de Broucker 👋

    You can edit the checkout appearance by going to https://dashboard.stripe.com/login?redirect=%2Faccount%2Fbranding and Memberstack will reflect the changes.

     

    0
  • Comment author
    Jonny Desroches

    Hello, How do I give my clients the option to pause or cancel in the same customer portal on a Webflow website as well as update or pick a new plan? 

    3
  • Comment author
    Duncan from Memberstack

    Hey Jonny Desroches 👋 There's no way to let customer select a plan inside the Stripe Customer Portal. You'll need to give people a way to select plans from your Webflow site. 

    Please let me know if I misunderstood your questions or if I can clarify anything 👍

    0
  • Comment author
    Paweł Mróz

    Hi, I turned off the visibility of the list of invoices in the Stripe dashboard (I did not find such an option in your app), unfortunately Memberstack does not reflect these changes. How to fix it? I issue invoices separately and I do not want the user to see invoices from Stripe on the customer portal.


    0
  • Comment author
    Duncan from Memberstack

    Paweł Mróz, I will flag this feature request with the team. We might be able to add support during an upcoming sprint. I am not positive though. 

    Unless we can add the feature for you, there will not be a way to fix it. I wish I had a better answer for you 🙏

    0
  • Comment author
    Paweł Mróz

    Hi Duncan from Memberstack, Have you made any progress with Stripe?

    0
  • Comment author
    Duncan from Memberstack

    Hi Paweł Mróz, no updates yet. Thanks for checking in. 

    0

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