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How to Hide the Payment Section in the Customer Portal
How to Hide the Payment Section in the Customer Portal

How to prevent Account Holders from making payments (or editing payment methods)

Richard Hogan avatar
Written by Richard Hogan
Updated over a week ago

The following may be reasons why you would want to stop Customers/Account Holders from making payments or editing their payment methods in the Customer Portal:

  • You don't take payments through Enrollsy.

  • Enrollment requires a financial agreement, and you don't want customers deleting their payment method without your knowledge or approval.

To accomplish this, you will need to hide the Payment Section in the Customer Portal.

The Payment section

The Payments section is the top section of the Home Page. It includes the following:

  • Customer's Account Balance

  • Current, Paid, and Future Invoices

  • The "Make Payment" button

  • A link to the Transactions History page

  • Options for turning Auto-Pay on/off

  • Updating payment method(s).

Additionally, the Payments section includes Gift Cards and Memberships if used.

How to hide the Payment section

To hide the Payments section, follow these steps:

  1. Visit the Company tab of the My Company pages in Enrollsy.

  2. In the left submenu, click "Portals":

    Portals settings in Enrollsy
  3. At the bottom of the Portals settings, you will see a checkbox with the words "Hide Payments section in the Customer Portal," and that is what you need to check on.

Portals settings in Enrollsy

Consequences of hiding the Payment section

There are a few important things you need to know about hiding the Payments section:

  • Customers can't see their account balance on the Home page

  • Customers can't make payments anywhere in the Portal

  • Customers can't edit their payment methods anywhere in the Portal

  • Customers can't see or manage Gift Cards or Memberships in the Portal

  • Customers can still visit the Transactions page and view/print receipts and statements

If you're okay with the consequences and have a good reason to hide the Payments section in the Customer Portal, go for it!

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