How to edit the number of active employee seats for my client’s Payroller subscription as an agent
Learn how to edit the number of active employee seats on a client’s Payroller subscription as an accountant or tax agent with our simple guide below.
Step 1: Make sure the Active employee count matches the number of employee seats you would like to subscribe for.
In the Payroller agent portal, click on the client card and select ‘People’
Tip: If you have any employees that do not require a paid seat, you can deactivate the employee from the client’s ‘People‘ Page.
Once you have reviewed the seats from the client portal you can click the ‘Agent Portal’ on the top left to go back to the agent portal
Step 2: Increase or decrease the number of seats by selecting the ellipses of your client’s card in the Agent Portal.
Step 3: Select ‘Billing’.
Step 4: Select the number of employee spots.
Step 5: Edit the amount and select ‘Next’.
Step 6: Review the payment amount and select ‘Confirm’.
Discover more tutorials & get the most out of using Payroller
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.