Customer Portal

What subscribers can do themselves

Reference list of every action available in the customer portal.

1 min read122 words

Each action is opt-in via Customer Portal settings.

Action Notes
Skip next Defers next renewal by one cycle.
Swap product Swap among products on the same plan.
Update address Validated against Shopify shipping zones.
Update payment Re-tokenizes via Shopify Payments / vaulted gateway.
Pause Halts billing; subscriber can resume any time.
Reactivate Resumes a paused or recently-cancelled contract.
Cancel Always available unless your plan locks contract length.
Apply gift / referral code If your loyalty program is enabled.

The portal posts every action through RecurX's audit trail — visible in the subscriber's detail page.

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