Customer Account Management
The My Account area of the customer portal is where signed-in customers keep their own account details current — without raising a support case or waiting on a CSR. Letting customers self-serve their contact, billing, and payment details reduces failed payments and stale records, and keeps your billing system as the single source of truth.
What customers can view and do
Contact information — the name, email, phone, and address on the account (billing and sold-to contacts), shown from the customer's live billing record.
Billing details — billing address, account/billing name, and a summary of the current plan, next billing date, and cost breakdown.
Invoices — the account's invoice history, with each invoice downloadable as a PDF straight from the list.
Payment methods — view saved methods (card type, last four, expiry, default badge), add a new method, remove one, and set a default. Adding a card is completed on a secure hosted payment page, so raw card data never touches PeakCommerce.
Managing payment methods
Each saved payment method that is not the current default carries an actions menu with two options:
Make default — promotes that method to the account's default; future charges use it.
Remove — deletes the saved method. Removal always asks for confirmation first, since it can't be undone.
The default method deliberately has no actions: it can't be removed or demoted directly. To retire it, make another saved method the default first — the old default then gets its own actions menu, including Remove. This guarantees the account always has a usable default on file.
Both actions honor the customer's portal-action permissions: a profile without the update permission won't see Make default, and one without the delete permission won't see Remove — so you can offer a fully read-only payment view where that's appropriate.
How it works
These views are built from Portal-type pages and their blocks (for example the payment-method manager and billing summary). Changes write through to your billing system rather than being stored only in the portal, so what the customer sees and what billing charges stay in sync.
Who it's for / permissions
Every signed-in customer reaches My Account, but what they can see and change is governed by their profile — portal-action permissions can show a section read-only or hide an action entirely. Admins can review a customer's account by impersonating them from the user menu (your name, bottom-left) → Settings → Users (see the portal overview).
Gotchas
Payment-method changes depend on a configured hosted payment page; without one, adding a card won't complete.
Invoice PDFs are generated by the billing system after an invoice posts, so the document for a just-issued invoice may not exist yet. If a customer downloads too early they see a clear "Invoice PDF not available" message rather than a broken file — trying again a little later succeeds once the billing system has finished generating it.
Contact and billing edits reflect the billing record, so they may differ from CRM or marketing contacts elsewhere.
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