> ## Documentation Index
> Fetch the complete documentation index at: https://docs.getruba.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Give Customers a Self-Service Surface

> Understand the hosted billing actions customers can reach without contacting support.

export const RubaSocials = () => {
  if (typeof document === "undefined") {
    return null;
  }
  const inject = () => {
    const footer = document.getElementById("footer");
    if (!footer || document.getElementById("ruba-socials")) {
      return false;
    }
    const isDark = document.querySelector("html.dark") || document.querySelector('html[class*="dark"]');
    const lineColor = isDark ? "#383838" : "#e8e8ed";
    const iconColor = isDark ? "#8e8e93" : "#86868b";
    const markColor = isDark ? "#ffffff" : "#08080c";
    const hoverColor = "#0071e3";
    const div = document.createElement("div");
    div.id = "ruba-socials";
    div.style.cssText = `display:flex;align-items:center;gap:20px;padding-top:20px;margin-top:20px;border-top:1px solid ${lineColor};width:100%`;
    const logo = `<a href="https://getruba.com" style="display:inline-flex;height:24px;align-items:center;gap:8px;text-decoration:none;color:${markColor};line-height:1;"><svg width="24" height="24" viewBox="0 0 120 120" aria-hidden="true" style="display:block;flex:none;"><g transform="translate(2.5 0)"><path d="M19 25h59L65.43 47H19a4 4 0 0 1-4-4V29a4 4 0 0 1 4-4Z" fill="${markColor}"/><path d="M19 73h31.57L38 95H19a4 4 0 0 1-4-4V77a4 4 0 0 1 4-4Z" fill="${markColor}"/><path d="M85 25h25L70 95H45Z" fill="#007AFF"/></g></svg><span style="display:inline-flex;height:24px;align-items:center;font-weight:600;font-size:15px;color:${markColor};letter-spacing:-0.01em;line-height:1;">Ruba</span></a>`;
    const spacer = `<div style="flex:1"></div>`;
    const ig = `<a href="https://instagram.com/getruba" target="_blank" rel="noopener" aria-label="Instagram" style="display:flex;align-items:center;color:${iconColor};transition:color 0.15s ease;" onmouseover="this.style.color='${hoverColor}'" onmouseout="this.style.color='${iconColor}'"><svg width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="1.8" stroke-linecap="round" stroke-linejoin="round"><rect x="2" y="2" width="20" height="20" rx="5" ry="5"/><path d="M16 11.37A4 4 0 1 1 12.63 8 4 4 0 0 1 16 11.37z"/><line x1="17.5" y1="6.5" x2="17.51" y2="6.5"/></svg></a>`;
    const li = `<a href="https://linkedin.com/company/getruba" target="_blank" rel="noopener" aria-label="LinkedIn" style="display:flex;align-items:center;color:${iconColor};transition:color 0.15s ease;" onmouseover="this.style.color='${hoverColor}'" onmouseout="this.style.color='${iconColor}'"><svg width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="1.8" stroke-linecap="round" stroke-linejoin="round"><path d="M16 8a6 6 0 0 1 6 6v7h-4v-7a2 2 0 0 0-2-2 2 2 0 0 0-2 2v7h-4v-7a6 6 0 0 1 6-6z"/><rect x="2" y="9" width="4" height="12"/><circle cx="4" cy="4" r="2"/></svg></a>`;
    const x = `<a href="https://x.com/getruba" target="_blank" rel="noopener" aria-label="X" style="display:flex;align-items:center;color:${iconColor};transition:color 0.15s ease;" onmouseover="this.style.color='${hoverColor}'" onmouseout="this.style.color='${iconColor}'"><svg width="18" height="18" viewBox="0 0 24 24" fill="currentColor"><path d="M18.244 2.25h3.308l-7.227 8.26 8.502 11.24H16.17l-5.214-6.817L4.99 21.75H1.68l7.73-8.835L1.254 2.25H8.08l4.713 6.231zm-1.161 17.52h1.833L7.084 4.126H5.117z"/></svg></a>`;
    const github = `<a href="https://github.com/rubadot" target="_blank" rel="noopener" aria-label="GitHub" style="display:flex;align-items:center;color:${iconColor};transition:color 0.15s ease;" onmouseover="this.style.color='${hoverColor}'" onmouseout="this.style.color='${iconColor}'"><svg width="20" height="20" viewBox="0 0 24 24" fill="currentColor"><path d="M12 .7a11.5 11.5 0 0 0-3.64 22.4c.58.1.79-.25.79-.56v-2.24c-3.22.7-3.9-1.37-3.9-1.37-.53-1.34-1.29-1.7-1.29-1.7-1.05-.72.08-.71.08-.71 1.16.08 1.78 1.2 1.78 1.2 1.04 1.77 2.72 1.26 3.38.96.1-.75.4-1.26.74-1.55-2.57-.3-5.27-1.29-5.27-5.69 0-1.26.45-2.29 1.19-3.09-.12-.29-.52-1.47.11-3.05 0 0 .97-.31 3.16 1.18A10.96 10.96 0 0 1 12 6.09c.98 0 1.94.13 2.86.39 2.2-1.49 3.16-1.18 3.16-1.18.63 1.58.23 2.76.11 3.05.74.8 1.19 1.83 1.19 3.09 0 4.42-2.7 5.39-5.28 5.68.42.36.79 1.06.79 2.14v3.28c0 .31.21.67.8.56A11.5 11.5 0 0 0 12 .7Z"/></svg></a>`;
    div.innerHTML = logo + spacer + ig + li + x + github;
    footer.appendChild(div);
    return true;
  };
  if (!document.documentElement.dataset.rubaSocialsObserver) {
    document.documentElement.dataset.rubaSocialsObserver = "true";
    const observer = new MutationObserver(() => {
      if (!document.getElementById("ruba-socials")) {
        inject();
      }
    });
    observer.observe(document.body, {
      childList: true,
      subtree: true
    });
  }
  setTimeout(() => {
    if (!inject()) {
      const interval = setInterval(() => {
        if (inject()) {
          clearInterval(interval);
        }
      }, 500);
      setTimeout(() => clearInterval(interval), 10000);
    }
  }, 300);
  return null;
};

<link rel="stylesheet" href="/style.css" />

<RubaSocials />

The hosted Customer Portal exposes customer-owned billing records and recovery actions without giving the browser an organization credential.

<img className="block dark:hidden" src="https://mintcdn.com/ruba/JDRjNJtBhntQypch/assets/features/customer-portal/overview.light.png?fit=max&auto=format&n=JDRjNJtBhntQypch&q=85&s=02a858593fa9541a1f5d53cab513ddd4" width="2560" height="1600" data-path="assets/features/customer-portal/overview.light.png" />

<img className="hidden dark:block" src="https://mintcdn.com/ruba/JDRjNJtBhntQypch/assets/features/customer-portal/overview.dark.png?fit=max&auto=format&n=JDRjNJtBhntQypch&q=85&s=90072cd721f25d0b51ecbdde59f9f6fc" width="2560" height="1600" data-path="assets/features/customer-portal/overview.dark.png" />

## What customers can do

The portal always provides purchase history, invoices, receipts, active subscriptions, benefit access, period-end cancellation, and default payment-method replacement.

Optional settings can also expose email changes, plan changes, seat management, and metered usage.

## Why it matters

| Customer need               | Portal route                                                                     |
| --------------------------- | -------------------------------------------------------------------------------- |
| A renewal failed            | Replace the saved payment method without sending card data through your servers. |
| A subscription should stop  | Schedule cancellation through the same online relationship used to purchase.     |
| Accounting needs a document | Edit invoice identity details and download invoices or payment receipts.         |
| Purchased access is needed  | Retrieve licenses, files, connected-community access, and other benefits.        |

## Decisions and edge cases

<AccordionGroup>
  <Accordion title="Can the hosted portal be disabled?">
    No. Invoice and receipt access, subscription cancellation, and secure payment-method recovery remain available. You can disable optional plan, email, seat, and usage controls.
  </Accordion>

  <Accordion title="Can its appearance be replaced?">
    The hosted interface is consistent across organizations. Build a branded surface with the [Customer Portal API](/api-reference/customer-portal/overview) when you need your own UI.

    Payment-method replacement remains on the hosted portal so card information does not enter your infrastructure.
  </Accordion>

  <Accordion title="How does authentication work?">
    The stable portal uses an emailed one-time code. A signed-in product can instead create a short-lived, pre-authenticated [customer session](/features/customer-portal/navigate-customers).
  </Accordion>

  <Accordion title="How does failed-payment recovery begin?">
    The failure email links to the portal. Saving another default payment method causes Ruba to retry the open charge immediately.
  </Accordion>
</AccordionGroup>

## Continue the build

<CardGroup cols={3}>
  <Card title="Choose the entry route" icon="signs-post" href="/features/customer-portal/navigate-customers">
    Publish the stable URL or create an authenticated handoff.
  </Card>

  <Card title="Set the action boundary" icon="sliders" href="/features/customer-portal/settings">
    Decide which optional self-service controls appear.
  </Card>

  <Card title="Build a custom portal" icon="terminal" href="/api-reference/customer-portal/overview">
    Use customer-scoped operations behind your own product UI.
  </Card>
</CardGroup>
