How to update the credit card details for your clients’ Payroller subscriptions as an Agent
Learn how to update the credit card details for your clients’ Payroller subscriptions as an Agent with our simple guide below.
There are two types of cards you could update:
- Clients card
- Agents card
- Update all clients using the agent card
- Update one client using the agent card
Updating your client’s credit card details
Tip: Editing card details allows you to indicate who is paying for the subscription (client pays or agent pays). Your client can provide you access to manage a Payroller subscription on your behalf.
Step 1: Select the three dots on the right side of the client card.
Step 2: Select ‘Billing’
Step 3: Select ‘Update card details’
Step 4: Make sure ‘Client pays’ is indicated & select ‘Change card’
Step 5: Enter the new card details & select ‘Confirm‘
The card details have now been updated
Updating the agent’s credit card details
There are two ways to update the agent’s credit card
- Update all clients using the agent card
- Update one client using the agent card
Update all clients using the agent card
You can update card details for all clients subscribed that have the indicator ‘Agent pays’
Step 1: In the agent portal, go to ‘Settings’.
Step 2: Select the ‘Payment method’ tab.
Step 3: Add in your new card details, tick the Update card details for all subscriptions paid by the agent, and press ‘Save’.
Update one client using the agent card
Step 1: Click on the three dots next to any client whose subscription is being paid for using the agent’s card.
Step 2: Select ‘Billing’.
Step 3: Click on ‘Update card details’.
Step 4: Select ‘Agent pays’.
Step 5: Enter the card details, check that you are subscribing for the correct amount and subscription type, and select ‘Confirm’.
Discover more tutorials for accountants, bookkeepers & tax 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.