How to change who pays for a client’s Payroller subscription as an Agent
Learn how to change who pays for a client’s Payroller subscription as an accountant or tax 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 to change this back to the correct payer
Changing from ‘Client pays’ to ‘Agent pays’
Step 1: Select the three dots on the right side of the client card.
Step 3: Select โUpdate Card detailsโ.
Step 4: Select โAgent Paysโ.
Step 5: Enter your agent card details if it has not been already inputted and review the subscription type and amount and โConfirmโ.
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 โAgent paysโ.
Changing from ‘Agent pays’ to ‘Client pays’
Please note: that if you have accidentally added your client’s card details under โagent paysโ then the card details that will be charged for all clients under โagent paysโ will be under the card details entered.
To fix this on the Agent Portal go into โsettingsโ > ‘Payment Method’ 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 โBillingโ.
Step 3: Select โUpdate card detailsโ.
Step 4: Check that โClient paysโ is selected.
You can either โSend emailโ to invite your client to add their card details to pay OR โEnter their card details on their behalfโ to update the subscription to โClient paysโ
Select โEnter card details on behalf of the clientโ 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 โConfirmโ.
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 โClient paysโ.
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 clientsโ payroll and sign up for Payroller subscriptions on the behalf of your clients.