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How to Hide the Payment Section in the Customer Portal

Stop account holders from making payments or editing payment methods in the Customer Portal

Written by Richard Hogan

You can hide the Payments section in the Customer Portal so account holders can't make payments or change their payment methods. You might want to do this if:

  • You don't take payments through Enrollsy

  • Enrollment requires a financial agreement, and you don't want customers removing a payment method without your approval

  • Admins handle all of your enrollments

What the Payments Section Includes

The Payments section is at the top of the Customer Portal home page. It includes:

  • The customer's account balance

  • Current, paid, and future invoices

  • The Make Payment button

  • A link to the Transactions page

  • Auto-Pay settings

  • Payment method settings

  • Gift cards and memberships, if you use them

Enrollsy Customer Portal home page showing the Payments section with the account balance and invoices
Enrollsy Customer Portal Payments section showing the Make Payment button, Auto-Pay settings and payment methods

Enrollsy Customer Portal Payments section showing gift cards and memberships

What Happens When You Hide the Payments Section

When the Payments section is hidden, customers can't:

  • See their account balance on the home page

  • Make payments anywhere in the Customer Portal

  • Edit their payment methods anywhere in the Customer Portal

  • See or manage gift cards or memberships

Customers can still go to the Transactions page to view and print receipts and statements.

Hide the Payments Section

  • Go to My Company > Company

  • Click Portals in the left menu

  • At the bottom of the page, select Hide Payments section in the Customer Portal

Enrollsy My Company Portals settings with Portals selected in the left menu

Enrollsy Portals settings with the Hide Payments section in the Customer Portal checkbox selected
  • Click Save Settings to save changes.

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