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The Lago Customer Portal shares billing information, such as past invoices, with your end customers. To generate a customer portal URL that can be embedded into your product, you have two options:
  1. Use the API endpoint; or
  2. Click the Customer Portal link on a specific customer details view.
Customer portal link in the customer details view

Customer portal access

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Embedding the dashboard

You can also use the API to generate an embeddable Customer Portal that can be displayed in your application by using an iframe. To do so, use the endpoint /customers/:external_customer_id/portal_url to generate an embeddable URL that can be displayed in your user interface.
The endpoint returns the embeddable URL:
Response
For security reasons, the token returned by the API expires after 12 hours. Therefore, it is important to use the endpoint and generate a new token every time a customer refreshes or accesses the billing page.

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Customer portal preferred language

By default, the embedded portal is displayed in English. To change the language for a specific customer, adjust the document language in their settings. To access document language settings:
  1. Go to the specific customer’s profile;
  2. Click the Settings tab;
  3. Edit the document language section; and
  4. Select the preferred language.
You can also update the language of a customer directly from the API, using the document_locale field inside billing_configuration:
If the language you are looking for is not yet available, please visit this page.

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Customer portal information

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1. Invoice history

The invoice history section summarizes total invoices (everything invoiced since the customer was created) and overdue invoices (every invoice past its due date). Your customers can retrieve and download all past invoices. Lago displays the issuing date, invoice number, amount, and payment status (paid or unpaid). Your customers can also filter the list and search for a specific invoice.
Invoice history in the customer portal

Invoices list - Customer Portal

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2. Customer information

In addition to viewing their invoice list, customers can retrieve essential billing information, including legal name, tax identification number, billing email, and billing/shipping addresses. Customers can also update this information directly through the portal.
Customer billing information in the customer portal

Customer information - Customer Portal

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3. Plans and usage information

In addition to viewing their invoices and customer details, customers can access their subscriptions and usage directly through the portal. For subscription details, they can view key information such as the plan name, recurring fee, and subscription renewal date. Customers also have access to their usage details, including:
  • Total lifetime usage and the next threshold for subscriptions using progressive billing;
  • A detailed usage report, showing the number of units consumed and associated costs; and
  • A full breakdown of usage by billing filters and groups.
Subscription and usage details in the customer portal

Plans and usage - Customer Portal

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4. Prepaid credits information

The customer portal shows your customers their prepaid credit balance, including the remaining credits based on their current usage. Customers can also top up their prepaid credits from the portal.
Prepaid credit balance in the customer portal

Prepaid credits - Customer Portal