yurtdweller_customer-portal-sessions | Stripe Developers | Page 1

woeful smeltBOT Jul 23, 2025, 7:06 PM

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rare crane Jul 23, 2025, 7:09 PM

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Hello, good question. Looking in to this and will get back with what I can find. As far as I know we don't think we have an embedded components equivalent for the customer portal, but I do miss things

desert belfry Jul 23, 2025, 7:10 PM

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Thanks. I am wondering what they expect people to do with the custom link for these pages, then?

rare crane Jul 23, 2025, 7:15 PM

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Yep confirmed we don't have this offering at the moment. I think the idea is that a user would code their own custom page for managing the subscriptions and manage them via individual update/cancel API calls. Definitely a bigger dev lift than embedded components or linking to the hosted page, but for some the UI/behavior flexibility is worth it.

desert belfry Jul 23, 2025, 7:29 PM

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Got it, thank you

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@rare crane can you point me to any documentation on building the update payment screen for a customer?

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These are folks who have subscriptions that might have an expired payment method, or are getting their notification that the subscription is going to renew

rare crane Jul 23, 2025, 7:32 PM

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We have this page on the different kinds of updates that can be made to a subscription but we don't have a guide on building the page overall. I'm happy to look for docs to help with anything specific you are looking to figure out how to do in the API
https://docs.stripe.com/billing/subscriptions/change
Another doc that may be helpful here is our subscription schedules API which lets you schedule updates
https://docs.stripe.com/billing/subscriptions/subscription-schedules

desert belfry Jul 23, 2025, 7:35 PM

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Is there any documentation on updating billing methods via the API?

rare crane Jul 23, 2025, 7:36 PM

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Yep yep https://docs.stripe.com/billing/subscriptions/payment-methods-setting

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Oh whoops that is different

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So for that you would update either the default payment method on the customer or subscription object depending on which you use now.
https://docs.stripe.com/api/customers/update#update_customer-invoice_settings-default_payment_method
https://docs.stripe.com/api/subscriptions/update#update_subscription-default_payment_method

woeful smeltBOT Jul 23, 2025, 7:51 PM

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desert belfry Jul 23, 2025, 7:52 PM

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OK. I have been testing which emails are currently being sent out on the "Subscriptions and emails" page via the Sandbox, but the sandbox doesn't seem to send the "Credit Card Expiring Soon" email when advancing the clock. I used a card that expires 2 months before the subscription renewal date and advanced to 1 months before renewal. I get the renewal email, but not the card expiring email.

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Is it because of using a test card?

hallow wadi Jul 23, 2025, 7:54 PM

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👋 stepping in here

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Hmm yeah I'm not sure we send that "Credit Card Expiring Soon" email in test mode.

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Can you provide the Customer ID that you tested with so I can double check?

desert belfry Jul 23, 2025, 7:56 PM

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cus_SjbVUTbTuSzIo8

hallow wadi Jul 23, 2025, 8:00 PM

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Hmm okay yeah we should send it: https://docs.stripe.com/billing/revenue-recovery/customer-emails#test-your-configuration

desert belfry Jul 23, 2025, 8:03 PM

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Is there a way to trigger it ?

hallow wadi Jul 23, 2025, 8:04 PM

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You can manually trigger it via the Dashboard if you click on the little 👁️ next to the setting in live mode.

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There is a Send test email to yourself button there.

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Okay I see an open ticket inernally taht this email doesn't work with test clocks currently.

desert belfry Jul 23, 2025, 8:05 PM

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Can you send me a screenshot of the way to trigger it manually?

hallow wadi Jul 23, 2025, 8:05 PM

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I'll add on to that ticket and hopefully we will get this fixed up for test clocks soon.

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Click on the 👁️ at https://dashboard.stripe.com/settings/billing/automatic next to the setting

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That opens up a modal where there is a button to trigger it.

desert belfry Jul 23, 2025, 8:14 PM

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OK, and is the only way for a user to cancel a subscription is if we include links in the emails to manage subscriptions?

hallow wadi Jul 23, 2025, 8:14 PM

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Yep pretty much.

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They would only be able to cancel if you provide them a way to do it or give them access to the Customer Portal.

desert belfry Jul 23, 2025, 8:15 PM

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Is there an email event associated if they cancel?

hallow wadi Jul 23, 2025, 8:15 PM

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No

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You could send one based on customer.subscription.deleted

desert belfry Jul 23, 2025, 8:21 PM

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Hm. Should the subscription management link be included in renewal emails?

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I have it checked for the account

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But renewal emails in the sandbox are not showing a link to it

hallow wadi Jul 23, 2025, 8:23 PM

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Hmm try going to https://dashboard.stripe.com/settings/billing/automatic and checking on whether you have Customer Portal enabled

Stripe Login | Sign in to the Stripe Dashboard

Sign in to the Stripe Dashboard to manage business payments and operations in your account. Manage payments and refunds, respond to disputes and more.

desert belfry Jul 23, 2025, 8:32 PM

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I enabled it for the sandbox and went through the "check your email for a login link" workflow and the email did not come through

hallow wadi Jul 23, 2025, 8:33 PM

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When you enabled it it said you should receive an email?

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Sorry, we really don't know much about the Dashboard since we just focus on the API so I'm flying a bit blind here.

desert belfry Jul 23, 2025, 8:33 PM

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hallow wadi Jul 23, 2025, 8:34 PM

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Oh okay yeah that looks enabled now.

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But you are saying you don't see a redirect to Customer Portal from the actual email?

desert belfry Jul 23, 2025, 8:36 PM

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When I go to test that portal, it asks me to enter an email address to receive a link to the customer portal; the link never arrives

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hallow wadi Jul 23, 2025, 8:38 PM

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Ah

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🤔

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You are using the same email associated with the Customer in your sandbox?

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I assume so

desert belfry Jul 23, 2025, 8:40 PM

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I just realized there's a difference between sandbox and test mode

hallow wadi Jul 23, 2025, 8:40 PM

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But just double checking

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Oh yes there is

desert belfry Jul 23, 2025, 8:41 PM

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The subscriptions were being created in test mode, but I was making edits in sandbox. It seems like test mode doesn't allow changes to the email pane

hallow wadi Jul 23, 2025, 8:41 PM

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Yeah you would have to update the settings in live mode to affect test mode. Your sandbox is a separate environment where you can change settings and it works like test mode.

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(Sandboxes are relatively new)

woeful smeltBOT Jul 23, 2025, 8:48 PM

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desert belfry Jul 23, 2025, 8:49 PM

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Are there any past due events that are triggered for subscriptions?

weak jolt Jul 23, 2025, 8:51 PM

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Hi hi! I’m going to be taking over for my colleague here. Yes, there's an invoice.overdue event: https://docs.stripe.com/api/events/types#event_types-invoice.marked_uncollectible

desert belfry Jul 23, 2025, 8:53 PM

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Is there any email flow that happens automatically around that?

weak jolt Jul 23, 2025, 8:53 PM

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Yep. https://docs.stripe.com/invoicing/send-email#customer-emails

desert belfry Jul 23, 2025, 8:55 PM

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I wonder if it's bundled under payment failure, it doesn't seem to be included explicitly

weak jolt Jul 23, 2025, 8:56 PM

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Yes, an overdue subscription payment is going to be the result of a payment failure.

You're looking at using the Customer Portal for all this, right?

desert belfry Jul 23, 2025, 8:57 PM

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I was looking at Settings > Billing > Subscriptions and emails primarily

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There are a few things I'm curious about how we can handle:

Customer having the ability to change their payment details
Customer having the ability to cancel their subscription
Cancellation email being sent to customer upon cancellation
Custom branding per site we use if possible (we use embedded checkout) - I wasn't sure if the Customer Portal can do that for changing payment and canceling subscription as we use one Stripe account under many brands

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And configuring a renewal email for subscriptions 30 days before - right now all I see is the 7 days before option

weak jolt Jul 23, 2025, 9:07 PM

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The first two can be done with the Customer Portal for sure.
For 3, it's mentioned here.
For 4, you can customize branding for the Customer Portal too.

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Reminders for unpaid Invoices is at the bottom of this page: https://dashboard.stripe.com/settings/billing/automatic

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For 5, there's no way to do that from within Stripe, so you'd need to build that into your app.

desert belfry Jul 23, 2025, 9:15 PM

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For 3, I don't see a place to manage that template

weak jolt Jul 23, 2025, 9:19 PM

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What template?

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For the cancellation email?

desert belfry Jul 23, 2025, 9:20 PM

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Yes

weak jolt Jul 23, 2025, 9:20 PM

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I don't think that one can be modified. You could just send your own based on the relevant events.

desert belfry Jul 23, 2025, 9:21 PM

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Is there a hook that can be sent for expiring cards?

weak jolt Jul 23, 2025, 9:23 PM

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There are. All the events are listed here, in case you hadn't landed on this yet: https://docs.stripe.com/api/events/types

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(This is the event in question: https://docs.stripe.com/api/events/types#event_types-customer.source.expiring)

desert belfry Jul 23, 2025, 9:24 PM

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That one made me wonder if it was still available

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It says it is part of the legacy api

weak jolt Jul 23, 2025, 9:32 PM

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Apologies. There is no longer an event for when cards expire, as it isn't something that's ~useful any more with how effective Card Updater is at this point.

desert belfry Jul 23, 2025, 9:43 PM

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Got it

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Interesting that the Dashboard still offers this email then

weak jolt Jul 23, 2025, 9:52 PM

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Ya, not sure why that is.

desert belfry Jul 23, 2025, 10:07 PM

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Do you know what event is triggered for this email?

weak jolt Jul 23, 2025, 10:07 PM

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Did you look for it in the Dashboard?

desert belfry Jul 23, 2025, 10:09 PM

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On a current subscription?

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I haven't been able to trigger it in the test environment

weak jolt Jul 23, 2025, 10:10 PM

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What is the Customer ID for that Customer?

desert belfry Jul 23, 2025, 10:11 PM

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I'm using cus_SjcMF8DLc2GSBS in a test environment; if you can trigger it remotely that would be great

weak jolt Jul 23, 2025, 10:14 PM

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That's not the Customer from that email though, right?

desert belfry Jul 23, 2025, 10:14 PM

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No, that email was sent as a test

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Using the preview

woeful smeltBOT Jul 23, 2025, 10:14 PM

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weak jolt Jul 23, 2025, 10:15 PM

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That's invoice.payment_failed. https://docs.stripe.com/billing/subscriptions/webhooks#events

desert belfry Jul 23, 2025, 10:15 PM

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Thank you

woeful smeltBOT Jul 23, 2025, 10:18 PM

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#yurtdweller_customer-portal-sessions