How to sign up for a Payroller subscription on behalf of clients as an Agent
Once you have added employees for your client, you can start helping your client to create a pay run.
In this guide, learn how to sign up to a Payroller Standard plan on behalf of your client so that they can submit 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 own external clients.
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
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: Select ‘send’
Feel free to enter a message before sending
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.
Step 1: Select ‘Subscribe’ on the client card.
Step 2: Customise your message and send the email.
Customise 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. 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 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.
Step 1: Select ‘Subscribe’ on the client’s card.
Step 2: Select ‘Enter card details on behalf of the client’.
Step 3: Enter the Payment details and select ‘Confirm’.
Enter the Payment details, customise your subscription type and the 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.
Step 1: To pay for your client’s subscription, select ‘Subscribe’.
Step 2: Select ‘Agent pays’.
Step 3: Enter your card details and ‘Confirm’.
Enter your card details, check the subscription type and the 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.
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.