Who can access the billing portal?
Only billing users can access the self-service billing portal. Billing users are different to Admin users and are created separately to users in Little Hotelier Front Desk.
What can billing users do?
Billing users have access to the self-service Billing portal where they can:
View and pay invoices
Set up automatic payments
View and update payment details
Download invoices and adjustments
Manage other billing users (create, delete)
Assign the primary billing user role
Adding a billing user
The first billing users are created during your onboarding process.
An existing billing user can add a new billing user:
Make sure you're logged into the property you want to add a billing user for, then click on your Property Name in the top right hand corner and select Account billing from the drop down list
Click on Billing users > Add billing user
Choose Existing or New
Select a user (Existing) or enter details (New)
Click Add (the user will receive an email notification)
Billing users can access the self-service Billing portal to pay invoices, manage payment details, download invoices, and will receive invoices as PDF files by e-mail. They can then manage other billing users, including assigning the primary billing user role.
Note: Once billing users are created, their details can't be edited directly. You will need to create a new user if details change.
Assign a primary billing user
Click on your Property Name in the top right hand corner and select Account billing from the drop down list
Click on Billing users
Find the billing user and click edit (pencil icon)
Select Make primary billing user from the Actions drop down list
Assign by clicking Confirm
About the primary billing user:
Only the primary billing user receives payment receipts by e-mail
There can only be one primary billing user
A billing user must be created before the primary billing user role can be assigned
You must assign the role to another user before you can delete a primary billing user
Group billing: If you are a group billing user, the primary billing user is managed from the Accounts tab, not the Billing users tab.
Update a billing user
⚠️ Billing users cannot be edited directly.
To update a billing user's details, including their name or e-mail address, you will need to create a new billing user with the correct details, then delete the old one.
Deleting a billing user
Click on your Property Name in the top right hand corner and select Account billing from the drop down list
Click on Billing users
Find the user you want to delete and click edit (pencil icon)
Select Remove from the Actions drop down list
Confirm by clicking Remove
Need to delete the Primary billing user?
Another billing user must be assigned as the Primary billing user role first, before you can delete the account.
Need to delete your own billing user?
You can't delete the account for the email address you are logged in with. Ask another billing user to delete it for you, or add a new billing user with your new email address, then log in with that account and delete the old one.