How to sign up for a Standard subscription to create pay runs in Payroller as an Employer
As an accountant, bookkeeper and/or BAS agent, you can subscribe on behalf of a client from the Agent portal with this guide
Once you have added Employees in the ‘Run Payroll‘ section, you can start creating your first pay run in Payroller.
In this guide, learn how to sign up to a Payroller Standard plan to submit your first pay run.
Step 1: Select ‘Upgrade your plan‘
Sign up to a Standard Plan to create your first pay run.
Step 2: Select a ‘Yearly‘ or ‘Monthly‘ plan
Then, select ‘Subscribe Now‘.
Step 3: Fill out the number of employees and your payment details
Please note that your subscription is subject to a minimum spend.
The minimum spend amount is dependent on your subscription tier. The minimum spend is indicated on the Subscription Management page, and the Payment summary at checkout.
Step 4: Select ‘Confirm‘
Once you’ve filled in all the details, select ‘Confirm‘.
Signing up for a subscription is a renewing contract for the annual or monthly period selected. Please make sure to double-check that you are subscribing for the correct annual or monthly subscription period. Once you have subscribed, the plan will renew at the end of the current billing cycle.
You can cancel this subscription at any time, but once a charge has occurred the amount cannot be refunded. Canceling a subscription will cancel the subscription at the end of the current billing cycle.
If you do not wish to be charged for any employee seats that are no longer required, please make sure to deactivate the employee. Then, remove the employee seat from billing before the next automated payment.
If you have made an error on your subscription please feel free to reach out to us at email@example.com
Once you have subscribed to a Standard plan, you can edit the number of employee seats on the Subscriptions page in the Settings section.
Your subscription receipt will be sent to your email inbox.
Once the charges are taken out you may want to download an invoice.
Please note that you will not receive an invoice if you are currently on a free trial.
Step 5 (Optional): Download an invoice of the payment
Select ‘Billing’. You can also make any future edits to your subscription in this Billing section.
Next, select ‘Invoices‘.
Select the download icon.
This is what it should look like.
Please note that if you update your account after your agent has subscribed on your behalf, this will put you in charge of the subscription. If you are paying for the subscription and would like to give your Agent access to manage your subscription, you will need to provide them with access.
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Find more tips on how to get the most out of Payroller with our Quick Overview guides.