Product · Customer portal

A customer portal that is branded as yours by default.

Invite customers into a white-labelled portal on your domain where they can review invoices and subscriptions, pay, manage saved payment methods, and handle account access without ever being pushed into a separate vendor-branded experience.

30 days free No credit card required Cancel anytime

portal.avery.co Sam
Outstanding
$0.00
All paid
Apr retainerPaid
Brand sprintPaid
Mar retainerPaid
What it does

A portal your customers can actually use without seeing another vendor.

Your domain and brand

The portal supports branded hosts and per-tenant theming so customers see your business, not a generic payment portal.

Invite-only access control

Portal users are invited and managed intentionally, with password reset, invitation expiry, and account lockout rules built into the model.

Billing self-service

Customers can review invoices, subscriptions, receipts, and payment status from the same place instead of emailing back and forth for every update.

Payments and auto-pay

Saved payment methods, invoice payment flows, and subscription auto-pay preferences live inside the same customer-facing experience.

Brand and host

A portal that looks like your business, not ours.

The portal is a dedicated frontend with tenant-aware branding and host resolution. That lets you present invoices and subscriptions inside a customer-facing experience that matches your own business identity.

  • White-labelled portal experience with your branding and labels
  • Supports dedicated portal hosts alongside the default hosted domain
  • Boot-time config controls logo, accent color, and menu presentation per tenant
  • Responsive layout is designed for customers who pay and review billing on mobile devices
portal.avery.co Sam
Outstanding
$0.00
All paid
Apr retainerPaid
Brand sprintPaid
Mar retainerPaid
Access control

Customer access that stays invite-only and controlled.

Portal access is managed intentionally. Teams invite users, control the account lifecycle, and can choose the sign-in experience that makes sense for their customers instead of opening public self-signup.

  • Portal users are created through invite workflows, not open registration
  • Password reset and invitation flows use expiring tokens
  • Repeated failed sign-ins trigger account lockout protection
  • Magic-link-style access can be offered depending on the flow your team chooses
Live chat Sam · Avery & Co.
Hi! Is the brand sprint scope still on for May?
Linked to deal · Avery & Co. retainer · $24k
Hey Sam — yes, we're locked in. Sending the kickoff doc shortly.
Type a reply…
Billing self-service

Give customers one place to see, pay, and manage billing.

The portal focuses on the customer jobs that actually reduce back-and-forth: reviewing invoices, tracking subscriptions, paying outstanding balances, managing saved payment methods, and seeing receipts.

  • Invoices, subscriptions, payments, and receipts are surfaced in the same app shell
  • Customers can pay invoices with saved methods or newly added methods
  • Auto-pay preferences can be managed at the subscription level
  • Billing history stays available to the customer even as the relationship continues over time
INV-2104
$8,579.40
Paid
Retainer · April$6,000.00
Brand sprint scope$1,480.00
Tax (8.25%)$617.10
Discount−$517.70
Total paid$8,579.40
Stripe · ending 4242 Apr 14
The integration story

A customer portal that stays tied to the account.

Customers get self-service access, while your team keeps the billing, CRM, signing, and communication history anchored to the same relationship behind the scenes.

Portal Billing

The portal exposes the same invoice, subscription, payment-method, and receipt data already managed in Cornerspot billing.

Portal CRM

Portal access belongs to the same customer relationship your team already tracks, instead of living in a separate customer-access silo.

Portal Signing

Portal users can step into document signing flows without making your customer manage a second account system.

Portal Live chat

Known portal users can carry their identity into conversations so support starts from the right customer context.

Portal Website

Your public site and your customer portal can present one coherent brand across the same web presence.

Why teams switch

“Our customers stopped asking where to pay, where to find receipts, and whether the portal was even ours. It finally felt like our own customer front door.”

Common questions

Portal questions, answered.

Still curious? Email hello@cornerspot.com — a real person reads these.

Can I use my own domain for the portal?

Custom portal hosts are supported, and every account also has the Cornerspot-hosted option available while you set up your preferred domain.

How do customers get access?

Portal access is invite-managed. Your team invites the customer; there is no public self-signup flow.

What can customers do in the portal today?

They can review invoices, subscriptions, receipts, payment methods, and billing status, as well as complete payment-related tasks from the same portal experience.

Does the portal work well on mobile?

Yes. The portal frontend is designed as a responsive customer experience, including the core billing flows customers commonly complete from their phones.

Can I buy the Customer portal without the whole bundle?

Yes. The portal can be used on its own, but it becomes much more compelling when billing, signing, CRM, and chat already live in the same platform.

Invite the customer. Let billing and account access live on your domain.

30 days free No credit card required Cancel anytime