Learn how to sign up a client for a subscription as an Agent on Payroller
Learn how to sign up a client for a subscription as an Agent on Payroller with our simple guide below.
Once you have added Employees for your client, you can start helping your client to create a pay run.
Each client account that you are managing payroll on behalf of, needs to have its own Payroller subscription.
You do not need to subscribe to Payroller for access to your agent account / Agent Portal when you’re managing your external clients.
There are two versions of Payroller
Version 1: Old version
As an agent, you have three ways of subscribing for your client. You can
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Invite your client to pay for their Payroller subscription via email, or
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Enter the client’s credit card details on behalf of the client, or
Please note that if you invite your clients to pay for their Payroller subscription, your clients must have access to their Payroller account 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.
Step 1: Select the three dots on a client card.
Step 2: Select ‘Invite client to pay for subscription’.
Step 3: 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.
Step 4: Feel free to enter a message and then select โSendโ.
Your client will have received the following invitation. They will simply have to click โEnter Detailsโ 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.
Step 1: Select โSubscribeโ on the client card.
Step 2: Customize your message, review the subscription type, and number of employees, and select โSend Emailโ.
When sending an invitation through this method, your client will also see the type of subscription you have selected for them. They will have to click “Enter Details” and log in to their account to subscribe.
Enter the client’s credit card details on behalf of the client
Please note that if you enter 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.
Step 1: To enter the client’s credit card details on behalf of the client select โSubscribeโ on the client’s card.
Step 2: Select โEnter card details on behalf of the clientโ.
Step 3: Enter the Payment details, customise your subscription type and the number of employees, and select โConfirmโ.
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 in 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.
Step 1: To pay for your client’s subscription, select โSubscribeโ.
Step 2: Select โAgent paysโ.
Step 3: Enter your card details, check the subscription type and the number of employees, and then select โConfirmโ.
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.
Version 2: New Version
As an agent, you have three ways of subscribing for your client. You can
-
Invite your client to pay for their Payroller subscription via email, or
-
Enter the client’s credit card details on behalf of the client, or
-
Enter your own credit card details
Please note that if you invite your clients to pay for their Payroller subscription, your clients must have access to their Payroller account 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.
Step 1: Select the โthree dotsโ on a client card.
Step 2: Select ‘Invite client to pay for subscription’.
Step 3: 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.
Step 4: Feel free to enter a message and then select โSendโ.
Your client will have received the following invitation. They will simply have to click โEnter Detailsโ 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.
Step 1: Select โSubscribeโ on the client card.
Step 2: Customize your message, review the subscription type, number of employees, and select โSend Emailโ.
When sending an invitation through this method, your client will also see the type of subscription you have selected for them. They will have to click โEnter Detailsโ and log in to their account to subscribe.
Enter the client’s credit card details on behalf of the client
Please note that if you enter 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.
Step 1: To enter the client’s credit card details on behalf of the client select โSubscribeโ on the client’s card.
Step 2: Select โEnter card details on behalf of the clientโ.
Step 3: Enter the Payment details, customise your subscription type and number of employees and select โConfirmโ.
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.
Step 1: To pay for your client’s subscription, select โSubscribeโ.
Step 2: Select โAgent paysโ.
Step 3: Enter your card details, check the subscription type, and the number of employees, and then select โConfirmโ.
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.
Discover more tutorials & get the most out of using Payroller
Find more tips on how to get the most out of Payroller with our Quick Overview guides.
Try out Payroller for free. Get access to full features in the web and mobile app with a Payroller subscription. Read our Subscription FAQs.