Boathouse Changelog

Subscribe to updates
© 2025 Boathouse Changelog
Sep 30, 2025

Today we added deep linking to the Boathouse - the advanced customer portal for Paddle. This makes it easier than ever to guide customers directly to the right place, at the right time from your app. 

They are based on our existing secure one-click links, but now allow you the possibility to switch to different screens in the portal directly, pre-fill information like a plan change and more .

This is especially useful when you're pointing them to a specific action in a support flow, marketing email, or upgrade campaign. or use cases like:

  • Send upgrade campaigns that land customers directly in the “confirm plan change” screen with the new plan pre-selected.
  • Guide support tickets by linking straight to the subscription or billing action a customer needs to resolve (Did you know Boathouse also has a plugin for Helpscout?).
  • Streamline retention flows by linking directly to cancel-downgrade reversal or pause screens.
  • Simplify billing tasks like payment method updates or invoice lookups.

Fewer clicks, less confusion, and a smoother path from intent to action.


How it works

Deep linking is built on top of the existing portal URL structure. You’ll still generate a signed, expiring link with your portalId, customerId, and HMAC signature. But now you can append navigation parameters that tell the portal exactly where to go once opened:

  • a → tells the portal which action to open (e.g. change_plan, pause_subscription, list_invoices)
  • subscription_id → pre-selects a specific subscription
  • target_price_id → pre-selects a specific plan/price for upgrade/downgrade

You can even combine them to go all the way from selecting a subscription to pre-selecting a new plan to showing the confirmation screen in a single click.


Example use cases

  • Upgrade email campaign: ...&target_price_id=pri_pro_annual&a=confirm_change_plan
    Opens directly in “Confirm upgrade to Pro Annual.”
  • Support assistance: ...&subscription_id=sub_XYZ&a=change_billing_information
    Jumps to the billing update screen for the exact subscription the customer is asking about.
  • Retention offer: ...&subscription_id=sub_XYZ&a=cancel_downgrade
    Lets customers keep their current plan with one click.

Security

Deep linking doesn’t change the portal’s authentication model. All links must still carry a valid signed token with the required parameters (p, c, s, e) (or use the Boathouse API to get the pre-signed portalUrl for a customer). The new parameters are navigation-only and don’t weaken security isolation as customers can still only act on their own subscriptions. Invalid or mismatched IDs are simply ignored.


Getting started

Deep linking is available now for all portals. You’ll find full details and implementation examples in the documentation.

Whether you’re running a campaign, solving a support issue, or making billing tasks easier — deep linking makes the customer journey shorter, smarter, and smoother.

Sep 17, 2025

With AI finding its way into more software the associated credits have seen a lot of misuse through plan jumping. This is the action where a user upgrades to the highest tier to get more credits, uses up all those credits and then immediately downgrades back to the basic (or even free tier) and gets a prorated price on their subscription - effectively not paying for those credits.

The solution proposed by many and implemented by payment providers was to delay downgrades to the next renewal date unless support was contacted to handle special cases.

Currently the Paddle API does not yet support this out of the box. As the advanced customer portal for Paddle, we have implemented this as part of our portal offering.

This update provides four distinct settings to manage downgrades ranging from completely disabling them to delaying them until the current term is over.

Four Independent Downgrade Controls

You now have granular control over subscription downgrades with these new portal settings:

  • Delay Plan Downgrades to Next Renewal - When enabled, customers moving to a lower-tier plan (as defined by the order of plan in your portal) will have the change scheduled for their next renewal date instead of being processed immediately with proration.
  • Delay Annual-to-Monthly Changes to Next Renewal - Specifically controls when customers can switch from annual to monthly billing. When enabled, these changes take effect at the next renewal rather than immediately.
  • Disable Plan Downgrades - Completely prevents customers from moving to lower-tier plans through the self-service portal. They'll only see their current plan and upgrade options.
  • Disable Annual-to-Monthly Changes - Prevents customers from switching from annual to monthly billing cycles, helping maintain predictable revenue and reducing churn from billing cycle changes.

Changes to Customer Portal Experience

The customer portal now intelligently filters available plans based on your settings:

  • When plan downgrades are disabled, customers only see upgrade options
  • When annual-to-monthly changes are disabled, customers on annual plans won't see monthly options for their current tier
  • Clear messaging explains when changes will take effect or if the subscription is subject to a change on next renewal (and options to cancel that change).

Changes to Portal Administration

Because this scheduling is handled in Boathouse instead of Paddle you have full insight into the scheduled changes from your portal administration under the new "Scheduled Changes" page.

It allows you to:

  • View all pending scheduled downgrades
  • See which subscriptions have changes scheduled
  • Cancel scheduled changes if needed
  • Track execution status and results

How are downgrades scheduled?

Once an hour Boathouse checks for any pending downgrades. A downgrade is pending if the renewal date is within the next 12 hours.

The subscription is downgraded with proration set to 'not bill', ensuring the user is not refunded for the remaining 12 hours and the plan is changed before the next billing date.

The 12 hour period is a compromise between the lock period Paddle applies around a subscription renewal time (where subscriptions cannot be updated and therefore a plan change is not possible) and a reasonable timeframe that the user might expect to see the downgrade come into effect.

Boathouse will check for any changes to the plans made in Paddle and only execute a plan change if the old plan is still in effect at the point in time of the scheduled downgrade.

Paddle Integration

The master data stored for this feature is stored in Paddle's custom data field for subscriptions. If this field is deleted the scheduled change is not performed. 

Apr 22, 2025

Paddle introduced Enhanced Billing Notification which notifies users of subscriptions with long terms in certain regions of the upcoming charge to comply with regional laws.

In order not to send a renewal reminder twice to a user we have changed the renewal system in Boathouse to check if the user matches the country and/or region of this new enhanced billing notification scheme and prevents sending them a reminder through Boathouse. 

This way your customers only get a single renewal reminder either from Paddle or from Boathouse.

Mar 13, 2025

We've added two new options for pausing subscriptions in the portal.

Allow immediate pausing

By default the portal will allow your users to select whether they want to pause their subscription immediately or at the end of the current billing period. You can now switch off this selection which will only allow pausing at the end of the current billing period.

Resume billing period after pausing

Paddle introduced the option to extend the current billing period (for immediately paused subscriptions) instead of creating a new one when the subscription resumes.

If enabled (and immediate pausing is enabled) a subscription can be paused in the middle of a billing cycle and once resumed that same billing cycle will continue.

If disabled the current billing period will end with the pause and on resume a new billing cycle will be created.

Jan 17, 2025

Paddle now generates automatic credit notes when you refund a transaction, which we now show in the invoices section of our customer portal. Both partial (usually VAT refunds) and full refunds are shown.

Credit and Refunds are shown referencing the original invoice number but link to the respective credit note.

If a charge back (or a charge back warning) was registered for a transaction it is now also shown (but does not link to a document as there is none).

Dec 11, 2024

In our Analytics Dashboard for Paddle you can now see a projection of expected revenue for the next 12 months. This view shows the revenue from active subscriptions on their expected next billing date. Aggregated by month you can also convert the values into three different currencies (EUR, USD and GBP). Download the aggregated view as a CSV*.

And two new charts have been added to visualize your cash flow. You can choose between projected total cash flow and net cash flow (minus taxes).

* We also recently added CSV export for the transaction and subscriptions tables.

If you are a portal subscriber (free or paid) the dashboard is available as a paid add-on. Contact support to get a trial. Otherwise you can download the dashboard for a one-time fee and self-host it.

Nov 27, 2024

When pausing a subscription in Boathouse your customers can choose when to resume that subscription. If a subscription is paused customers were able to resume it. Now Boathouse supports turning of the automatic resuming of a subscription as well, effectively turning the pause into an indefinite one.

This option is only available if you have "indefinite pausing" enabled (i.e. you have added "*" as a pausing option) in your pausing options.

Aug 05, 2024

We've added the possibility to pause a subscription immediately (instead of just after the current period billing period has ended).

In both cases the next payment is delayed by the pause duration, but the if you pause immediately the customer loses access to the service immediately and it resumes after the pause. 

If the pause occurs after the current billing period the customer has access to the service until the current billing period ends and then loses access until the pause is over.

Jul 11, 2024

In addition to specifying a selection of months that a subscription can pause for, you can now let the customer specify their own date or pause the subscription indefinitely.

Jul 10, 2024

You can now export your cancellation reasons as a Excel spreadsheet either from out Tools section or directly from the Cancellation screen.

The spreadsheet will contain the summary numbers for each reason and individual cancellations with all the associated information.

Jul 02, 2024

Changes to the subscription in the portal will now show a breakdown of any immediate charges (or credits) and the change to the upcoming recurring charge.

When a customer makes change to a subscription the portal will display the price depending on your settings. For example if you choose to display an annual breakdown the price will be displayed as the monthly equivalent per user instead of the true billed amount. To avoid any surprises the customer has to confirm the upcoming charge and change to the recurring charge.

This works for changing the quantity too of course:

Jun 28, 2024

You can now "pimp" your pricing tables with text and style overrides.

  • Add custom tags to indicate special plans
  • Add custom CSS or classes to a plan
  • Override the price field to hide the price 
  • Change the button text to indicate a different call to action

You can find all the setting on the "Pricing Tables" page under "Customize Plan".