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’
Select the three dots on the right side of the client card.
Enter your agent card details if it has not been already inputted and review the subscription type and amount and .
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 ‘Agent pays’.
Changing from ‘Agent pays’ to ‘Client pays’
Please note: that if you have accidentally added your client’s card details under ‘agent pays’ then the card details that will be charged for all clients under ‘agent pays’ will be under the card details entered.
To fix this on the Agent Portal go into ‘settings’ > ‘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.
Select the three dots on the client card.
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.