Add Accounting/Billing User for Invoicing
  • 16 Dec 2022
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Add Accounting/Billing User for Invoicing

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    Light
  • PDF

NOTE: If you’ve been asked to move your account to Checkr, some of the following features may be unavailable. Please refer to the GoodHire FAQs in the Checkr help center for more information: https://help.checkr.com/hc/en-us/sections/8113443776023-GoodHire-FAQs

GoodHire allows you to set up a user specifically for accounting / billing purposes. This user is granted access to an account’s order history to view and download receipts as necessary. If an account is enabled for invoicing, this user also has the ability to pay for invoices, add payment methods, and turn on/off AutoPay.

To add a user for accounting / billing, log in and click on “Account” (you must be an Administrator on your account to manage users):

Invoicing_AcctBilling_LeftNav

Next, click on ”Manage Users” > “ADD USER”:

Invoicing_AcctBilling_ManageUsers1

With the “Add User” lightbox shown, complete the necessary information to add a new user. Be sure to use the “Accounting/Billing” role for accounting / billing purposes.

Invoicing_AcctBilling_AddUser

Once the information is filled out and the role is chosen, click on SAVE. Once saved, the new user will receive an email from GoodHire Support to create a password so they can log in to GoodHire.


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