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Hosted account management

Hosted Account Management gives your subscribers a consistent, branded portal to manage their subscriptions without leaving your website. Use Recurly's pre-built hosted pages for a fast setup, or build a fully custom experience using the Recurly API — both options give customers the self-service tools they need.
Available on all Recurly plans

Definition

Hosted Account Management gives subscribers a consistent subscription experience on your website. Choose between Recurly's pre-built hosted pages or a custom-built experience using the Recurly API — either way, customers can view their account status, modify billing details, retrieve past invoices, and manage their subscriptions.

Key benefits

Streamlined customer experience Let subscribers manage, update, or cancel their subscriptions without leaving your website — reducing support burden and keeping customers in your ecosystem.
Flexible implementation Use Recurly's hosted pages for a fast, no-code setup, or build a fully custom experience via the Recurly API — your call based on what your team needs.
Secure access control Unique secret tokens ensure only authorized customers can access their own account information — with configurable access levels to match your security requirements.

Key details

Access

Customers use pre-defined URLs to access their account management portal. To find and share those URLs:

1

Open the customer account

Navigate to Customers → Accounts and select the account.

2

Locate the hosted page URLs

On the right side of the screen, under Hosted Pages, you'll find two options: Account Management URL and Edit Billing Information URL.

NoteWhat customers can do depends on their access level. You can configure access as either Account Login or Guest View Only — see Customer access below.
3

Share the URLs with your customer

Share either or both URLs depending on what the customer needs access to.

Security alertSafeguard these URLs and tokens. Anyone with the link can access the account as the actual customer.

Account Management URL

The Account Management URL automatically authenticates the customer, giving them access to all their invoices and subscriptions. From this page, customers can:

  • Change their payment method
  • Cancel subscriptions
  • Edit their billing information
  • Redeem gift cards

Customers can also update their email and password by selecting their name and choosing an option from the dropdown menu.

Edit Billing Information URL

This URL takes the customer directly to a page where they can update their billing details.

Customer access

Two settings control how customers access Hosted Account Management. The default is Guest View Only.

Account Login

Account Login unlocks the full Hosted Account Management portal. Once configured:

  • Customers land on a login page (with a sign-up section) accessible through your unique vanity URL
  • Customers can create an account and log in using the email address stored as their Account Info email in your Recurly admin
  • Each customer gets a distinct Hosted Account Management Login Token URL under Edit Account in the Recurly admin — handle this link with care, as it provides direct account access

To send customers directly to their account from Recurly emails, include the account_hosted_maintenance_url parameter in your email templates. See the Email templates documentation for details.

Guest View Only

Guest View Only displays limited customer details without requiring account registration. It's primarily used for hosted invoice pages and the billing info page.

Configure customer access

1

Open Hosted Pages Settings

Navigate to Configuration → Hosted Pages Settings, then scroll to Account Management Pages.

2

Enable Hosted Account Management

Select Enabled to activate the feature.

3

Choose your access mode

Select either Account Login or Guest View Only.

4

Set customer permissions

Under Account Management Pages, select what customers can view or edit in the portal.

Online Payments

Plan requirementOnline Payments is available on the Professional or Elite plan.

Online Payments lets customers pay manual invoices via credit card, PayPal, Amazon, or ACH directly from the hosted invoice page. When enabled, a Make a Payment button appears on the hosted invoice page. If an invoice includes a recurring subscription, customers are shown an opt-in checkbox to use the selected payment method for future automatic renewal payments — if they don't opt in, the next invoice remains manual.

To enable Online Payments, go to Hosted Pages Settings and under Customer Options, select the Pay invoices online checkbox. If the Make a Payment button doesn't appear, confirm that your gateways are configured correctly.

Test the hosted invoice experience

1

Issue a manual invoice

Create a manual invoice on the customer's account.

2

Open the invoice in the admin

In your Recurly admin, navigate to the invoice.

3

Select Hosted Invoice

Select the Hosted Invoice button. The unique link that opens shows the Guest View version of the customer's hosted invoice, including the Make a Payment option.

Customization

Hosted Account Management and Hosted Payment Pages share the same branding configuration. Changes made here apply to both — adjust with both in mind.

1

Adjust branding

In Hosted Pages Settings, under Display Options, update your branding preferences.

2

Connect Google Analytics

Under Google Analytics, enter your tracking code so hosted pages report to your Google Analytics property.

3

Save your settings

Select Save. Remember to protect unique token links and review your settings periodically to maintain a secure experience for your customers.