Money In

Customer Portal

Create a link for a customer so that they can manage their subscriptions, billing details, invoices and payment methods.

Request

Request to generate a customer postal page session URL.

Example (No Subscription)

The example below only includes the customer_id. When no subscription_id is provided, the customer will be presented with the available packages and can create a new subscription.

{
  "customer_id": "cus_abc123...",
}

The example below includes both the customer_id and subscription_id. This allows the customer to manage a specific subscription. If the subscription is inactive, the customer will have the option to reactivate it.

{
  "customer_id": "cus_abc123...",
  "subscription_id": "sub_abc123...",
}

Example (Advanced settings)

The example below demonstrates how to override the default settings configured in the dashboard. This can be useful when you need to disable specific features for certain customers or subscriptions, or when different products should be displayed for a particular subscription.

Note that the default settings can be updated on the portal under Settings -> Customer Portal.

{
  "customer_id": "cus_abc123...",
  "subscription_id": "sub_abc123...",
  "settings": {
    "show_invoices": true, // allow the user to view the invoices
    "billing_info_type": "UPDATE", // Allow the user to update billing info on page
    "cancel_type": "END_OF_PERIOD", // The plan will be scheduled to be canceled at the end of the billing period
    "plan_change_type": "SMART", // When a plan is changed, how should the calculations be handled
    "available_product_ids": ["pro_abc123...", "pro_abc123..."], // Specify available products that the user can select as a plan. This will be grouped by interval and ordered from the smallest amount to largest
    "redirect_url": "https://my-portal.site.com", // Back to site link
    "page_title": "My SaaS business" // Specify the left side page title
  }
}

Request Parameters

Request field details. Y = always required, C = conditional, N = optional.

Field	Required	Type	Description	Example
customer_id	Y	String	The customer the portal link is generated for	cus_abc123...
subscription_id	N	String	Manage a specific subscription. If omitted, the customer can select a package to create a new subscription. If the subscription is inactive, the user can reactivate it.	sub_abc123...
settings	N	Object	Override the default portal settings. Omit to use your account defaults.	See advanced example
settings.show_invoices	N	Boolean	Allow the user to view their invoices	true
settings.billing_info_type	N	ENUM	Controls access to billing information. Available values: `NONE`, `VIEW`, `UPDATE`.	`UPDATE`
settings.cancel_type	N	ENUM	Controls subscription cancellation. Available values: `NONE`, `IMMEDIATE`, `END_OF_PERIOD`.	`END_OF_PERIOD`
settings.plan_change_type	N	ENUM	Controls how subscription plan changes are handled. Available values: `NONE`, `IMMEDIATE`, `END_OF_PERIOD`, `SMART`.	`SMART`
settings.available_product_ids	N	Array	Product IDs available for selection. Products are grouped by billing interval and ordered from the lowest price to the highest price.	"pro_abc123...", "pro_def456..."
settings.redirect_url	N	String	Where the user is redirected when they select Back to Site or close the portal.	https://my-portal.site.com
settings.page_title	N	String	Override the page title displayed on the left side of the portal.	My SaaS business

billing_info_type

Value	Description
NONE	Hide billing information
VIEW	Allow the user to view billing information
UPDATE	Allow the user to view and update billing information

cancel_type

Value	Description
NONE	Subscription cannot be cancelled
IMMEDIATE	Cancel the subscription immediately
END_OF_PERIOD	Cancel the subscription when the current billing period ends

plan_change_type

Value	Description
NONE	Subscription plan cannot be changed
IMMEDIATE	Any plan change takes effect immediately
END_OF_PERIOD	Any plan change takes effect when the current billing period ends
SMART	Upgrades take effect immediately with prorated billing. Downgrades take effect when the current billing period ends.

Response Body

{
    "status": true,
    "result": {
      "id": "cpl_HVpCeoNys1f22X7QcuWHY",
      "session_id": "ses_G-xkVKoxHgEBrY8suKgR3",
      "customer_id": "cus_abc123...",
      "subscription_id": "sub_abc123...",
      "link_url": "https://pay.kwik.co.za/portal/a0oDxntJxWlA8LjfOR9bgck9C4w....",
      "expires_at": "2026-03-13T12:30:00Z"
    }
}

Response Parameters

Field	Type	Description	Example
status	Boolean	Indicates if the request was successful	true
result.id	String	Unique customer portal link identifier	cpl_HVpCeoNys1f22X7QcuWHY
result.session_id	String(32)	Session identifier for the portal link	ses_G-xkVKoxHgEBrY8suKgR3
result.customer_id	String(32)	Associated customer ID	cus_abc123...
result.subscription_id	String(32)	Associated subscription ID, when a `subscription_id` was supplied	sub_abc123...
result.link_url	String	URL to redirect the user to the customer portal	https://pay.kwik.co.za/portal/a0oDxntJxWlA8LjfOR9bgck9C4w....
result.expires_at	String	ISO timestamp when the portal link expires	2026-03-13T12:30:00Z

Card Vault Pre-Auth

Place a pre-authorisation hold on a customer's stored cards server-to-server, then capture or reverse it later using the transaction ID. Attempts the default card first with automatic cascade to fallback cards, or targets a specific card. Supports merchant-initiated (MIT) scheme compliance, partial captures, invoice issuance, and webhook notifications.

Payouts

Send money to customer bank accounts and manage outbound transfers. Create single or batch payouts with real-time status tracking, beneficiary management, and comprehensive transaction reporting.