As an agent, you have three ways of subscribing for your client. You can
Please note that if you invite your clients to pay for their Payroller subscription, your client must have access to their Payroller account in order to log in, enter their credit card details and subscribe. If you have set up your client's account and they do not have access you can either enter the client's credit card details on their behalf from the agent portal OR edit the client's email address through the agent portal
Invite your client(s) to pay for their Payroller subscription via email
Please note that if your client has subscribed on their employer account, you will not be able to update the subscription unless you as the agent are in charge of the subscription OR if your client has given you access to update the subscription.
Send a bulk invitation to your clients to subscribe.
Select the three dots on a client card
Select 'Invite client to pay for subscription'
Select the clients you would like to invite.
This screen also allows you to see the client's email that has been used to set up the client's account.
Feel free to enter a message and then select send.
Your client will have received the following invitation. They will simply have to click "Enter Details" and log in to their account to subscribe
Send an individual invitation to your client to subscribe.
You can also send an individual invitation to your client. Simply select subscribe on the client card.
Customize your message, review the subscription type, number of employees, and select "Send Email".
When sending an invitation through this method, your client will also see the type of subscription you have selected for them.
Enter the client's credit card details on behalf of the client
Please note that if you entered the client's credit card details on behalf of the client, your client and you as the agent will have the ability to update the subscription.
To enter the client's credit card details on behalf of the client select subscribe on the client card.
Select "Enter card details on behalf of the client"
Enter the Payment details, customise your subscription type and number of employees and select "confirm".
Once subscribed, the subscription status will be changed to active, client pays, and show the date that the next billing will occur.
Your client will have received the subscription information to their email.
Enter your own credit card details to pay on behalf of the client
Please note that if you as the agent have subscribed on behalf of the agent and have entered the agent's card details, then your clients will not have access to update the subscription.
To pay for your client's subscription, select Subscribe.
Select "Agent pays"
Enter your card details, check the subscription type and number of employees and then select confirm.
Once you have subscribed, the subscription status will be updated to active, who is paying for the subscription, and the next billing date.
If you have paid for the subscription for your client, you as the agent will receive the subscription information via email.