The Payroo Agent Portal provides billing settings for managing payment methods and viewing invoices.
This guide explains how to access billing, add a payment method and understand the difference between practice-level and organisation-level billing.
1. Open your billing settings
Sign in to the Agent Portal.
Select Billing from the left-hand menu.
Open Payment Details.
The portal displays options for adding a direct debit payment method or a credit card.
2. Add a credit card
Select Add Credit Card.
Enter your card details as prompted.
Choose whether to apply the card to all organisations or only your practice account.
Review your selection.
Confirm the changes.
The portal displays two options.
Use this card for all organisations
This applies the payment method to the organisations covered by this option.
Only this practice account
The practice account uses the card, while each organisation retains its own payment method. Payment details can be added separately under the organisation's subscription settings.
Read the confirmation carefully before proceeding. Applying a card to all organisations may replace existing payment details for the affected organisations.
3. Add direct debit
Open Billing → Payment Details.
Select Add Direct Debit.
Follow the on-screen instructions to provide the required bank details.
Complete any required bank authorisation.
Confirm that the payment method has been saved.
The exact authorisation steps depend on the process displayed in Payroo.
4. View invoices
Open Billing.
Select Invoices.
Review the available invoices and their details.
If you have a billing question, contact Payroo Support with the relevant invoice details.
5. Understand organisation subscriptions
Each organisation has a subscription status displayed in the Agent home table.
To review an organisation's subscription:
Open Agent home.
Find the organisation.
Review the Subscription column.
Open the organisation's payroll and navigate to its subscription settings if you need to manage its subscription.
Practice-level payment settings and organisation-level subscription settings are separate.
When adding an organisation, you may also be asked to nominate the person responsible for paying for the account. That person receives an invitation to join the business as an administrator and add payment details.
6. Cancelling or changing a subscription
Subscription cancellation and plan changes depend on the options available for the organisation.
Open the relevant organisation's subscription settings.
Click on Cancel subscription.
Follow the on-screen instructions.
Frequently asked questions
Can I use one credit card for multiple organisations?
The portal provides an option to apply a card to all organisations. Review the confirmation carefully to understand which organisations will be affected.
Can each organisation pay for its own subscription?
Yes, each organisation can retain its own payment method. Payment details can be added under the organisation's subscription settings.
Where can I view my invoices?
Open Billing → Invoices.
What if my payment method isn't saving?
Check that you've completed all required fields and authorisation steps. If the issue continues, contact Payroo Support with the error message displayed.
Need Help?
If you need assistance setting up your Xero integration, please email us at support@payroo.com.au.