Learn how to change who pays for a client's Payroller subscription as an Agent with our simple guide below.
Agents can indicate whether a client pays or the agent pays for a client's Payroller subscription.
If you have accidentally subscribed under client pays instead of agent pays or vice versa please follow these instructions.
Changing from client pays to agent pays
Step 1: Select the three dots on the right side of the client card.
Step 2: Select ‘Billing’.
Step 3: Select ‘Update Card details’.
Step 4: Select ‘Agent Pays’.
Step 5: Enter your agent card details if it has not been already inputted and review the subscription type and amount and ‘Confirm’.
Please note that today's payment amount shows $0, as you have already paid for the subscription under the client.
You should also see how much you will be billed and when.
Your subscription should now be under ‘Agent pays’.
Changing from agent pays to client pays
Please note: that if you have accidentally added your client's card details under ‘agent pays’ then the card details that will be charged for all clients under ‘agent pays’ will be under the card details entered.
To fix this go into ‘settings’ on the agent portal and edit the card details to your agent card details and tick the check box to update all the cards under agent pays.
Step 1: Select the 'three dots' on the client card.
Step 2: Select ‘Billing’.
Step 3: Select ‘Update card details’.
Step 4: Check that ‘Client pays’ is selected.
You can either ‘Send email’ to invite your client to add their card details to pay OR ‘Enter their card details on their behalf’ to update the subscription to ‘Client pays’
Select ‘Enter card details on behalf of the client’ if you wish to update who is paying immediately.
Step 5: Enter the card details, check that you are subscribing for the correct amount and subscription type, and select ‘Confirm’.
Note that today's payment amount shows $0, as you have already paid for the subscription under the client. You should also see how much you will be billed and when.
Your subscription should now be under ‘Client pays’.
Discover more tutorials for using Payroller
Learn how to get the most out of using the dedicated Payroller agent portal. Read up on our Agent user guides for accountants, bookkeepers, and tax agents.
Sign up to use the Payroller Agent portal for free. You can help manage your clients’ payroll and sign up for Payroller subscriptions on behalf of your clients.