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What Customers Can Do in the Portal

Once you are logged in to the portal, everything on it is scoped to your own records. You will never see another customer's payments, methods or subscriptions, and nothing you do here reaches anyone else's account.

Available Actions

  • View your saved payment methods. See every card or bank account you have on file, reorder which one is tried first, and deactivate, reactivate or delete one.
  • Register a new payment method. Add a card or bank account for future use. Depending on how the gateway is set up, you either enter details on ChargeOn's own form, or inside the gateway's own secure embedded form. Either way, you are not charged anything by registering.
  • Make a payment. Charge one of your saved payment methods, or open and pay a specific payment link you were sent.

  • View your subscriptions. See a list of your installment plans and subscriptions, and open one for detail.

  • Check a subscription's standing. See whether it has an overdue amount that is due to be retried automatically.

  • Change a subscription's payment method. Point a subscription at a different saved payment method for its next charge where the subscription offers that action; see below.

  • View your transaction history. See your past payments, in whatever detail your organisation has chosen to show.

Choose a Gateway and Update Payment Details

Use one of the gateways your organisation offers in the portal. Contact your organisation if you need another payment option.

For a subscription whose payment method is held by the gateway, contact your organisation to update the payment details. For subscriptions that offer a payment-method action, choose the replacement saved method on the subscription.