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’.

 

Tip:  If you increase the number of employee spots, you will automatically be charged for the additional spots the day you make the upgrade. This will be charged up until the end of the current subscription.

 

If you reduce the number of employee spots, you will be charged at the reduced number of spots from your next payment date.

 

 

Your client’s subscription has now been updated

 

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.

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.