Managing the details of your account subscription in PayHero is easy.
To navigate to the Subscription page, click on the logo in the top right corner of PayHero, and click Subscription to view and manage your subscription details.
Only account Owners will be able to access the Subscription option, so this option won't appear in the drop-down for other administrators. If you're not sure who the current Owner is, you can navigate to Manage > Admins and look for the orange Owner label, as seen here:
The subscription area has three tabs you can choose from - Subscription, Payment Details, and Invoice History.
From the subscription tab, you can view the plan details for your accounts, subscribe accounts, transfer ownership to other users, or cancel subscriptions you no longer need.
Click the buttons below to learn more on how to manage these details.
To subscribe an account, click the green Subscribe button next to the company you wish to subscribe.
The following pop-up will display where you can choose your preferred pricing plan, then click Next and confirm your Billing Details.
If you haven't already entered a Payment Method previously, you can select one on the Payment Method tab.
Clicking + Credit Card will take you to add your card details for payments. Fill in your card details and click Submit.
Alternatively, click Direct Debit to complete the Authority to accept Direct Debits. Enter the bank account details you will use to pay the subscription costs, and ensure you read and understand the terms and conditions linked, before clicking Authorise.
Once you've submitted a payment method, you'll be directed to the Review screen where you can review the details you've submitted, before you check the box to accept the Subscription Agreement, and click Subscribe.
A final pop up will confirm the completion of the subscription.
PayHero has a few subscription plans available. Which plan is best for your account depends on the number of employees you're needing to pay, and which features you require access to. You can find out more about the available pricing plans and what's included with each through our website here: PayHero - Pricing.
You can change your currently selected plan for a given PayHero company by clicking the 'Three Dots' for additional company options, and then selecting Change Plan as shown in the screenshot below:
When changing plans, you'll be issued a final invoice for your usage up to the date of the change. Your final invoice for the old plan and first invoice for the new plan will both be apportioned to account for how much of the current month the plan applied to.
You're able to add new PayHero accounts to your existing subscription by navigating to the 'My Accounts' section at the left. Then click on the 'New Account' button in the top right to begin.
This will display the 'New Account' pop-up window for you to fill out a few mandatory details. Once complete, click the 'Create' button to get started with a new PayHero account on a 14 day free trial.
PayHero subscriptions are invoiced at the start of each month, for the previous calendar month. All accounts owned by the subscriber (Owner) will be billed on a single invoice.
If you'd prefer to be invoiced separately for one or more of your accounts, you'll need to ensure each account that should receive its own invoice is owned by a different email address.
If you need to change who owns any of your accounts, the current Owner can transfer ownership of the account to a different Owner email address. The new Owner will receive an email asking them to accept the transfer, and prompt them to select the subscription plan, billing details and payment information.
You can see how to identify the current owner of an account and how to transfer ownership, if desired, here: Transferring Ownership of your PayHero account
If you wish to cancel the subscription for an account you no longer require, you can select Cancel Account from the options button seen here:
Select Cancel Account to close an account. This is permanent and should only be done when the company will not be processing any more pays in PayHero.
Once a PayHero account has been cancelled, you'll no longer have access to the data, so it's important that you download any information that may be needed for historical record-keeping. A combination of our PDF Reports and Insights Reports should do the trick. If you need to reinstate a cancelled account please contact email@example.com.
You can learn more in section 7.6 of our Subscription Agreement.
Once an account is cancelled, you'll receive a final invoice for the current month, apportioned based on how far through the month you've cancelled.
The Payment Details screen allows you to manage the contact details and selected payment method for your subscriptions.
Click Edit if you wish to edit any of your billing details.
Once successfully verified, the Payment Method in use will be displayed in the Subscription Payments section of this screen.
If you pay by credit card and need to change cards, click Edit. You'll be prompted to go through the credit card verification process again.
Alternatively, if you pay by direct debit then clicking Edit will allow you to change the nominated bank account for direct debits.
Note that you cannot remove the card. If you are no longer using PayHero, cancelling the account (see above) will prevent any future charges. Alternatively, if you wish to change between credit card or direct debit payments please contact us at firstname.lastname@example.org.
You can download your historical invoices on the Invoice History screen.
Invoices will also be issued via email to the Billing Email address specified in your Payment Details.