Freemius

Gaucho Plugins

Brandon Ernst

<p>The <strong>Login for Stripe Customer Portal</strong> plugin simplifies the process for Stripe businesses to integrate the Stripe Customer Portal into their WordPress website. By offering a customizable login endpoint or embeddable form, the plugin makes it easy for customers to log in and access and manage their Stripe billing information securely.</p>
<p>Upon entering their email address, customers receive a secure login link, which is only valid for 1 hour. You can optionally restrict access only to your existing customers or allow new customers to register and add their information.</p>
<p>The Customer Portal is still hosted on Stripe, but the Login page is on your website, giving you more control over professionally branding the experience customers have on your site.</p>
<h3>Key Features:</h3>
<ul>
<li><strong>Stripe API Integration</strong>: Allows WordPress site admins to connect their Stripe account via API and provide customer access to the Stripe Customer Portal.</li>
<li><strong>Customizable Endpoint</strong>: Admins can define a custom slug for the customer portal login page (e.g., <code>yourwebsite.com/customer-portal/</code>).</li>
<li><strong>Shortcode Embeddable Form</strong>: Use the shortcode <code>[login-stripe-customer-portal]</code> to put the login form anywhere on your site. </li>
<li><strong>Secure Authentication</strong>: Users enter their email and are sent a secure login link to get access to the Stripe Customer Portal. </li>
<li><strong>Redirect URL</strong>: After logging out of the portal, customers are redirected back to a specified URL, which can be customized in the plugin settings.</li>
</ul>
<h3>Third-Party Service Disclaimer</h3>
<p>This plugin integrates with Stripe to provide the customer portal functionality. It uses Stripe’s API to connect with and manage customer data securely. By using this plugin, you are consenting to the transmission of data to Stripe’s services.</p>
<p>Service Terms: <a href="https://stripe.com/legal/ssa" rel="nofollow ugc">Stripe Terms of Use</a><br />
Privacy Policy: <a href="https://stripe.com/privacy" rel="nofollow ugc">Stripe Privacy Policy</a></p>


Login for Stripe Customer Portal | Create an Account Login Page for the Stripe Customer Portal


I built this plugin because it's something I needed for my agency for a long time. It fits the perfect use-case for clients needing to update billing details of any kind, manage subscriptions, etc. 



Our clients can now seamlessly update payment details using a branded custom login form directly on our site instead of us having to manually send them a link. 


Full transparency – I’m the creator of this plugin and it is great 😇

Create a customer login page for the Stripe Customer Portal directly from your WordPress site.

<p>A professional client portal for WordPress that helps you organize clients, customers, groups, and teams. Create unlimited client pages and securely share private pages, posts, and files.</p>
<p>Upgrade to the <a href="https://constellationclientportal.com/?utm_source=wporg" title="Get Constellation Client Portal Pro" rel="nofollow ugc">Pro version</a> and integrate with WooCommerce to accept payments for invoices and services.</p>
<p>Whether you are a veteran of high-level business or just starting out, Constellation Client Portal gives you the tools that you need to manage your operations efficiently and professionally, so that you can do business with confidence.</p>
<h3>Features</h3>
<ul>
<li>Create unlimited private pages for your clients, customers, and team members.</li>
<li>Create private invoice and file posts for your clients and display them on private client pages, with simple to use shortcodes.</li>
<li>Attach private files (example: pdf, jpg, docx, xlsx, etc) to invoice and file posts.</li>
<li>Prevent direct access to client files by users, search engines, and bots.</li>
<li>Assign WordPress users to Companies.</li>
<li>Assign users (example: consultants) to multiple companies to allow them to access files that are assigned to different companies.</li>
<li>Easily add curated lists of invoices and documents to client pages via simple to use shortcodes.</li>
</ul>
<h3>Pro</h3>
<ul>
<li>Automatically redirect clients to their private client page at login (optional login redirect setting).</li>
<li>Integrate your invoices with WooCommerce and add a pay button to your unpaid invoices, and accept payments from your customers and clients (requires WooCommerce).</li>
<li>Change the Client Page, Client File, and Client Invoice URL base names (“accp-client-page,” “accp-clientfile,” and “accp-clientinvoice) to names of your choosing.</li>
<li>Automatically send email notifications to clients when a new File or Invoice post is created.</li>
<li>Automatically send reminder email notifications on a schedule.</li>
<li>Easily customize the look of client-facing lists and pages.</li>
<li>Display client-facing lists in list or grid layout.</li>
<li>Easily generate, save, and edit file and invoice shortcodes within the plugin settings.</li>
<li>Add due dates and past due notices to invoices and files.</li>
<li>Further restrict file and invoice access within a company by user and role.</li>
<li>Restrict file and invoice category access by user and role.</li>
<li>Add internal notes to File and Invoice posts.</li>
<li>Export file and invoice lists to CSV.</li>
<li>Create <a href="https://constellationclientportal.com/2023/05/16/how-to-utilize-global-pages/" title="Client Portal Global Pages" rel="nofollow ugc">global client pages</a> that can be accessed by multiple companies.</li>
<li>Create global client files that can be accessed by more than one company.</li>
</ul>
<h3>Use Cases</h3>
<p>Constellation Client Portal is your portal for everything, and helps you interface with clients, customers, teams, and groups.  It’s professional, extendable, versatile, and is designed to sit at the heart of your organization to save time and lower costs.</p>
<p><strong>Example Use Case Areas</strong></p>
<ul>
<li>Businesses and Professionals – Interface with clients, customers, employees, contractors, and vendors.</li>
<li>Freelancers – Interface with clients, customers, contractors, and vendors.</li>
<li>Project Managers / Teams – Interface with stake holders, contractors, project members, and vendors.</li>
<li>Teams – Interface with team members, staff, affiliates, vendors, and contractors.</li>
<li>Groups and Organizations – Interface with group members, and other affiliates.</li>
</ul>
<h3>Shortcodes (Core)</h3>
<p>The shortcode parameters, below, are for use with the core version of the plugin.  The pro version allows for file and invoice shortcodes to be easily generated, saved, and edited within the plugin settings.</p>
<h4>Unpaid Invoice List</h4>
<pre><code>[accp_clientinvoices invoice_status="unpaid"]
</code></pre>
<h4>Paid Invoice List</h4>
<pre><code>[accp_clientinvoices invoice_status="paid"]
</code></pre>
<h4>Invoice Shortcode Parameters</h4>
<ul>
<li><strong>invoice_status</strong> this is the payment status of the invoice. Accepted Values: “paid” or “unpaid”. Default: “unpaid”.</li>
<li><strong>display_number</strong> this is the number of posts per page. Accepted Values: any positive whole number. Default: -1 (which displays all posts returned in a query).</li>
<li><strong>order_by</strong> this allows for lists to be sorted by post title instead of date. Accepted Values: “title” or “date”. Default: “date”.</li>
<li><strong>order</strong> this allows the sort order to be changed. Accepted Values: “ASC” or “DESC”. Default: “DESC”.</li>
<li><strong>show_excerpt</strong> this allows for a post excerpt to be displayed with each list item. Accepted Values: “true” or “false”. Default: “false”.</li>
<li><strong>excerpt_length</strong> this allows you to constrain the number of words, “show_excerpt” is set to “true”. Accepted Values: any positive whole number. Default: null.</li>
<li><strong>show_thumbnail</strong> this allows the featured image to be displayed with each list item (if a featured image is set). Accepted Values: “true” or “false”. Default: null.</li>
<li><strong>thumbnail_size</strong> this allows you to choose an image size if the “show_thumbnail” attribute is set to “true”. Accepted Values: any valid thumbnail slug that is available in your theme (ex. “full”). Default: null.</li>
<li><strong>align_thumbnail</strong> this allows the thumbnail image alignment to be set if the “show_thumbnail” attribute is set to “true”. Accepted Values: “center”, “left”, “right”, “float-left”, or “float-right”. Default: null.</li>
<li><strong>show_post_date</strong> this allows for the WordPress post date to be displayed with each item in a list. Accepted Values: “true” or “false”. Default: “false”.</li>
<li><strong>categories</strong> Accepted Values: this can be entered as an Invoice Category Slug or ID, or a combination of those. Separate multiple values with a comma (ex. “21, category-a”). Default: null.</li>
<li><strong>link_title</strong> Accepted Values: “nolink”.  Adding this parameter and setting the value to “nolink” will remove the href from post titles in the list and make them unclickable. Default: null.</li>
<li><strong>class</strong> Accepted Values: any valid HTML class attribute name or names (separate multiple class names with a space). Default: null.</li>
</ul>
<h4>Document/File List</h4>
<pre><code>[accp_clientfiles]
</code></pre>
<h4>File Shortcode Parameters</h4>
<ul>
<li><strong>categories</strong> Accepted Values: this can be entered as a File Category Slug or ID, or a combination of those. Separate multiple values with a comma (ex. “21, category-a”). Default: null.</li>
<li><strong>display_number</strong> this is the number of posts per page. Accepted Values: any positive whole number. Default: -1 (which displays all posts returned in a query).</li>
<li><strong>order_by</strong> this allows for lists to be sorted by post title instead of date. Accepted Values: “title” or “date”. Default: “date”.</li>
<li><strong>order</strong> this allows the sort order to be changed. Accepted Values: “ASC” or “DESC”. Default: “DESC”.</li>
<li><strong>show_excerpt</strong> this allows for a post excerpt to be displayed with each list item. Accepted Values: “true” or “false”. Default: “false”.</li>
<li><strong>excerpt_length</strong> this allows you to constrain the number of words, “show_excerpt” is set to “true”. Accepted Values: any positive whole number. Default: null.</li>
<li><strong>show_thumbnail</strong> this allows the featured image to be displayed with each list item (if a featured image is set). Accepted Values: “true” or “false”. Default: null.</li>
<li><strong>thumbnail_size</strong> this allows you to choose an image size if the “show_thumbnail” attribute is set to “true”. Accepted Values: any valid thumbnail slug that is available in your theme (ex. “full”). Default: null.</li>
<li><strong>align_thumbnail</strong> this allows the thumbnail image alignment to be set if the “show_thumbnail” attribute is set to “true”. Accepted Values: “center”, “left”, “right”, “float-left”, or “float-right”. Default: null.</li>
<li><strong>show_post_date</strong> this allows for the WordPress post date to be displayed with each item in a list. Accepted Values: “true” or “false”. Default: “false”.</li>
<li><strong>link_title</strong> Accepted Values: “nolink”.  Adding this parameter and setting the value to “nolink” will remove the href from post titles in the list and make them unclickable. Default: null.</li>
<li><strong>class</strong> Accepted Values: any valid HTML class attribute name or names (separate multiple class names with a space). Default: null.</li>
</ul>
<h4>Global Files (Pro)</h4>
<pre><code>[accp_global_files]
</code></pre>
<h4>Company Menu (Pro)</h4>
<pre><code>[accp_company_menu]
</code></pre>
<h4>Company Menu Shortcode Parameters</h4>
<ul>
<li><strong>excluded_page_ids</strong> – this allows for pages that are assigned to a given company to be excluded from the company menu.  Accepts a comma separated list of Client Page ID’s. Default = null.</li>
<li><strong>list_style</strong> – this allows the UL orientation to be changed.  Accepts ‘vertical’ or ‘horizontal.’ Default = horizontal.</li>
<li><strong>align</strong> – this allows for the menu alignment to be set.  Accepts ‘left,’ ‘right,’ or ‘center.’ Default = left.</li>
</ul>
<h3>Documentation</h3>
<ul>
<li><a href="https://constellationclientportal.com/documentation-constellation-client-portal/#quick-start" rel="nofollow ugc">Quick Start Guide</a> – Follow the quick start guide to quickly set up the initial foundation for your client portal.</li>
<li><a href="https://constellationclientportal.com/documentation-constellation-client-portal/" rel="nofollow ugc">Plugin Documentation</a> – View the plugin documentation for other helpful information.</li>
</ul>
<h3>Support</h3>
<p>Email technical support is provided for active Pro licenses.</p>
<p>If you have installed the free version, or do not currently have an active Pro license, you can still view the <a href="https://constellationclientportal.com/support-forum/" rel="nofollow ugc">support forum</a>, and/or post to the forum by registering and logging in.</p>


Constellation Client Portal

A professional client portal for WordPress that helps you organize clients, customers, groups, and teams. Create unlimited client pages and securely s …

Login for Stripe Customer Portal | Create an Account Login Page for the Stripe Customer Portal vs Constellation Client Portal