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How to download an invoice of a Payroller subscription payment for your client as an Agent

Learn how to download an invoice of a Payroller subscription payment for a client as their Agent with our simple guide below.

Step 1: Select the three dots next to the client.

 

agent-portal-client-invoices

Step 2: Select ‘Billing’.

payroller-agent-portal-billing

Step 3: Select ‘Invoices’.

payroller-agent-portal-subscription invoice
 

 

payroller-billing-invoice

This is what it should look like.

 

 

Discover more tutorials for Agents

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 the behalf of your clients.   

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