How do I put my client billing portal on my own domain (billing.youragency.com)?

You point a subdomain like billing.youragency.com at your billing platform with a CNAME record, then verify ownership with a TXT record. Once it resolves, every client portal link, invoice, and login page loads under your domain instead of a generic platform URL. In HubWho (pre-launch) this is set once in agency settings and is verified in minutes.

A client billing portal on your own domain is the difference between looking like a real agency platform and looking like you resell someone else's tool. When a client clicks Pay and lands on billing.youragency.com, the white-label illusion holds; when they land on a generic vendor URL, it breaks. The setup itself is just DNS: a CNAME to route the subdomain and a TXT record to prove you own it. HubWho is built to do this as part of its white-label layer, so the portal, the login, and even the invoice emails all carry your brand and your domain.

Why the answer is what it is

A CNAME points your subdomain at the portal

You pick a subdomain you control — billing.youragency.com or portal.youragency.com — and add a CNAME record in your DNS so it routes to the billing platform. In HubWho this is configured once in agency settings under Custom domain, alongside the TXT verification record.

A TXT record proves you own the domain

Before the portal will serve on your domain, you verify ownership with a TXT record (HubWho shows an hw-verify value to paste into DNS). This stops anyone from pointing a domain they don't own at your portal, and it's what flips the domain to Verified and Active.

Magic-link login keeps it password-free and on-brand

HubWho's client portal uses magic-link login, so clients click once from an email and land in the portal seeing only their own data — invoices, payment history, a YTD statement, active services, and saved payment methods. No password to reset, no generic login screen that gives away the platform.

The white-label goes past the URL

Custom domain is one piece. HubWho also lets you set the email sender domain (so invoices come from billing@youragency.com) and edit the invoice and quote email HTML, so the whole client-facing experience reads as your agency. Your clients never see Roffik or the platform underneath — that's the point.

It works with either payment setup

The branded portal is the same whether you start on instant onboarding or run your own merchant account via Authorize.net or NMI once you're underwritten. Clients can save methods, set a default, and pay from the portal regardless of which provider sits behind it.

What to look for

  • Choose a subdomain you control (billing.youragency.com or portal.youragency.com)
  • Add the CNAME record in your DNS to route that subdomain to the portal
  • Add the TXT verification record (hw-verify value) to prove ownership
  • Wait for DNS to propagate and the domain to show Verified and Active
  • Set your email sender domain so invoices come from your address
  • Customize the invoice and quote email templates with your brand
  • Send a test invoice and confirm the Pay link lands on your domain

Related questions

Do clients need a password to log into the portal?

No. HubWho's client portal uses magic-link login — clients click a link from their email and they're in, seeing only their own invoices, payment history, statement, services, and saved payment methods. There's no password to remember or reset.

How long does the custom domain take to set up?

The records themselves are quick to add — a CNAME plus a TXT verification record in your DNS. HubWho is built to verify the domain in minutes once the records are in place, though DNS propagation time varies by provider. After that, every portal URL resolves under your domain.

Can I also change the email address invoices come from?

Yes. Beyond the portal domain, HubWho lets you set your own sender domain so invoices, statements, and reminders come from an address like billing@youragency.com, and you can edit the email template HTML so the messages match your brand.

Is the custom-domain portal available now?

HubWho is pre-launch. The white-label client portal with custom CNAME, TXT verification, magic-link login, and branded email sender is part of the founding-cohort build. Request early access on hubwho.com to get set up.

How Roffik addresses this

Billing, ACH and card payments, recurring subscriptions, per-client margin tracking, and branded client portals for marketing agencies — built on Midnight + cyan. Learn more about HubWho.

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