It's important to help your customers understand how to navigate their user dashboard. This guide explains how to direct your end-users to manage their payment information, view purchase history, and access receipts through their dashboard.
Access the Purchases Page
Guide your customers to access their dashboard by following these steps:
Log in to the website
Click the avatar image (top-right) to access the User Dashboard
Navigate to the Purchases tab
💡 TIP: Consider adding these instructions to your site's FAQ or help section for easy customer reference, or create your own version to display your site's branding using a Landing Page.
🔗 Learn more about Landing Pages
Manage Payment Methods
How Users Can Remove Payment Details
In compliance with GDPR and other governing policies, users can remove their payment details at any time.
From the User Dashboard, navigate to the Purchases tab
Scroll down to the Payment Method section
Click Change Payment Method
On the following page, click Remove Method
ℹ️ INFO: Once confirmed, a success message will show, indicating the payment information has been successfully removed.
How Users Can Update Payment Method
Guide your customers to update their payment method.
From the User Dashboard, navigate to the Purchases tab
Scroll down to the Payment Method section
Click Change Payment Method
On the following page, enter the details of the new payment method
Click Save Changes
📝 NOTE: For members who subscribed through an app, the payment method is not stored on the website. This can be removed or updated through the app marketplace (App Store, Google Playstore, etc.)
🔗 Learn more about In-App Subscriptions
Limitations When Switching Payment Methods
It's crucial to inform your customers about these important limitations when switching between payment methods.
Due to technical limitations between Stripe and PayPal, users cannot switch from a credit card to PayPal or vice versa for an active subscription
If a user wants to change from credit card to PayPal (or vice versa), admins can
Revoke the active subscription
Have the user update, resubscribe, and choose their preferred payment method during checkout
This limitation applies to all active subscriptions and cannot be overridden
🔗 Learn more about PayPal Integration
💡 TIP: Make sure to clearly communicate these payment method limitations to the members, as they won't be able to easily switch payment methods later.
View Purchase History & Receipts
How Users Can Access the Invoice History
Show members how to access all their purchase records.
From the User Dashboard, navigate to the Purchases tab
Scroll down to the Payment Method section
Click Invoice History
to view all purchases
The Invoices History section contains records of all types of transactions.
Memberships: Subscription payments for recurring access to content
Purchases: One-time purchases of individual content or bundles
Donations: Any contributions made to support the creator
Gifts: Purchases made as gifts for other users
Gift Cards (Legacy): Purchases and redemptions of gift cards
Each entry in the Invoice History will show the invoice ID, offer name, amount, payment status, and the transaction date.
How Users Can Download Receipts
Explain to members how to download a receipt for any purchase.
From the User Dashboard, navigate to the Purchases tab
Scroll down to the Payment Method section
Click Invoice History
to view all purchasesFind the payment item that the user needs a receipt for
Click Open Receipt
Click Print Receipt
to save it as a PDF or print a physical copy
The receipt will include the store's name, address, email address, purchase date, content or plan purchased, cost, and the customer's name.
💡 TIP: Remind your customers they can download receipts for all types of purchases, including subscriptions, one-time purchases, bundles, donations, and gift/gift cards.
FAQs
What happens if I remove my payment method while having an active subscription?
What happens if I remove my payment method while having an active subscription?
Your subscription will remain active until the next billing date. However, if no payment method is available at renewal time, your subscription will be canceled.
I subscribed through an app store. How do I access my receipts?
I subscribed through an app store. How do I access my receipts?
If you subscribed through an app store (Apple App Store, Google Play, etc.), you'll need to get your receipts directly from the app marketplace.
Why can't I see the "Print Receipt" button?
Why can't I see the "Print Receipt" button?
If you don't see the "Print Receipt" button, try using your browser's print function (Ctrl+P or Cmd+P) to save the receipt as a PDF.
Can I get monthly invoices automatically emailed to me?
Can I get monthly invoices automatically emailed to me?
Currently, automatic email delivery of invoices is not supported. You'll need to download them manually from your account dashboard.