Overview
This section explains how to access the Billing Portal, manage payment methods, view and pay invoices, and control billing permissions to ensure smooth and uninterrupted account billing.
Billing can be accessed from the Admin View when you log in.
Billing is divided into two main areas:
Payment Accounts
Invoices
Payment Accounts
The Payment Accounts section is where you add and manage the accounts that will be used to pay for EnrollHere services. You may add either a Bank Account or a Credit Card.
Adding a Bank Account
To add a bank account:
Navigate to Billing → Payment Accounts
Select Add Bank Account
Enter the required banking information:
Banking Information Required:
Account Number*
Routing Number*
Account Type*
Checking
Savings
After submitting, the new bank account will appear in your account list.
Managing Bank Accounts
Once added, you will see:
Account Holder Name | Account Number | Primary | Action |
e.g. John Smith | ****1234 | Yes | Options to switch primary or delete |
Notes:
Only one account can be marked as Primary.
To delete a bank account, you must first designate another one as primary.
Adding a Credit Card
When adding a credit card, you will be redirected to Stripe, EnrollHere’s secure payment processor.
Stripe Payment Window
The Stripe page will prompt you to enter:
Payment Details
Card Information
Card number
Expiration date
CVC
Cardholder Name
Billing Country or Region
(Optional) Email – Used if you prefer Stripe to link or remember your payment details.
After entering the information:
Click Save Payment Information.
Stripe will display:
A confirmation that your payment method is saved
Links to Terms and Privacy Policies
Once completed, the card will appear in your Payment Accounts list just like bank accounts.
Invoices
The Invoices section shows all invoices generated for your account. From here, authorized users can view invoice details, download the invoice PDF, and submit payment using a saved payment method
How to Find your Invoice and Make a Payment
After you’ve added a payment method under Billing → Payment Accounts, you can view and pay invoices here.
In the left-hand menu, select Billing → Invoices.
The page opens on Sent Invoices by default. Select Received Invoices to view invoices issued to your agency.
Your open invoice(s) will appear in the list.
Under Actions (right side of the row), choose:
View (Eye icon) to open the invoice details
Download Invoice (inside the invoice details) to download the PDF
Pay to submit payment
When paying, select the bank account you want to use and confirm the payment to complete checkout.
Note: If you don’t see an invoice under Received Invoices, confirm you are in the correct agency/admin view and that your user has Billing permissions enabled (see below).
Billing permissions (Who can Receive Invoices & Pay)
Billing permissions control which users can:
Receive invoice emails
View and download invoice PDFs
Submit payments
How to enable Billing permissions for yourself or an Admin user
In the left-hand menu, select Management → Platform Users
Find the employee you want to update.
Select the Key icon on the far right to open that user’s settings/permissions.
Scroll to Billing and toggle it On.
Choose the level of access you want:
o All (recommended for the billing owner)
o Or at minimum: Inbound Invoices + Payment Accounts
Note: Options like Outbound Invoices and Send Invoices may appear but may not be active yet. These are intended for future functionality (e.g., invoicing downlines through the platform).
Best Practices for Billing Management
Keep at least one active primary payment method
This avoids disruption in recurring billing or invoice settlements.
Update payment information ahead of expiration
Especially for credit cards, as expired cards will cause failed payments.
Review invoices regularly
Ensures transparency and keeps financial reporting accurate.