Can a customer see other customers?

No. Customer accounts only ever see their own records.

How do customers get access?

They receive an email invite to set a password when you create them, or you can import without sending invites.

Is the checkout real?

It is a demo checkout that shows how payment fits in.

Can customers edit subscriptions?

They can view them. Changes go through your team.

Customer portal

Let customers answer their own billing questions.

Self-service for the people you bill. Give customers a portal to see subscriptions and invoices and pay through a demo checkout.

Get started free How it works

Customer portalIllustration

What it does

Customer portal in Knock

Each customer signs in to a portal limited to their own data. They can view subscriptions and invoices and pay open invoices, which cuts down on emails asking for copies.

How it works

Four steps

Invite

Create a customer. They get an email invite to set a password.

Sign in

They land on their own dashboard.

Review

Subscriptions and invoices, nothing else.

Pay

Open invoices can be paid through the demo checkout.

Capabilities

Key capabilities

Invite by email
Own-data-only access
Subscriptions and invoices view
Pay from the portal
Mobile friendly
No admin menus exposed

Frequently asked questions

Related features

Payments

Record what came in and see what is outstanding.

Roles and permissions

Admin, staff and customer, each with the right access.

Setup and import

Guided setup and CSV customer import.

Ready to put billing on autopilot?

Set up your catalog, add customers and send your first invoice today.

Get started free See how it works