Key Steps
Use this process when Stripe is the payment integrator for Avaya memberships or subscriptions.
Direct clients to Stripe when they need to:
Update expired or changed credit card details
Resolve failed payment issues
Do not attempt to update these payment details inside Avaya if Stripe is handling billing.
Log in to your Stripe account.
In the top corner, select Settings.
Scroll down slightly and click Billing.
This is where the billing-related customer portal options are located.
3. Access the Customer Portal
In the Billing section, select Customer Portal.
Locate the portal link provided in this area.
This link is the one you will share with clients so they can manage their billing details directly.
4. Configure client portal permissions
Use the Customer Portal setup area to configure what clients are allowed to do.
Toggle options on or off based on your business needs.
Common settings may include allowing clients to:
Update payment methods
View billing information
Manage subscription-related actions, if applicable
Review the settings carefully before saving to ensure clients only have access to the actions you want them to perform.
5. Update branding and business information
Open Brand settings from the Customer Portal area.
Add or update:
Brand colours
Business information
Make sure the portal reflects your company’s branding for a consistent client experience.
6. Share the portal link with clients
Copy the Customer Portal link from Stripe.
Provide it to clients when they need to update their card details or resolve payment issues.
You can also place the link:
At the bottom of receipts
At the bottom of invoices
This allows clients to access the portal directly without needing support assistance.
Cautionary Notes
Important: If Stripe is the payment integrator, payment method changes must be completed in Stripe, not in Avaya.
Only enable portal actions that clients should legitimately have access to.
Verify that the portal link is correct before sharing it with clients.
If you add the link to invoices or receipts, ensure it is visible and easy to find.
Tips for Efficiency
Save the Customer Portal link in a standard internal document so your team can reuse it quickly.
Add the link to invoice and receipt templates to reduce manual support requests.
Keep brand settings updated so the portal stays aligned with your current business identity.
Review portal permissions periodically to make sure they still match your billing workflow.