When you set up a business by subscribing to a plan, you can access and manage your subscription anytime. For example, you can view your invoices, plan details or add users.
You can manage your subscription in the following ways. To view the steps, click on the links below.
- Viewing Payment History and Invoices
- Updating Payment Method
- Updating Payment Alert Email
- Updating Invoice Name and Address
- Purchasing Additional Users
Prerequisites
To access your subscription, you need to first access the settings page. After you log in to Surf Payroll, there can be either of the following scenarios:
- The logged in account has a single Business
- The logged in account has multiple Businesses
The steps to move to the Settings page are different in each of the above scenarios. The steps are provided below scenario-wise.
When the logged in account has a single Business
1. Log in to Surf Payroll.
2. The Dashboard page appears. On the left panel, click Settings.
When the logged in account has a multiple Businesses
1. Log in to Surf Payroll and find the required Business.
2. The Employees page appears. On the left panel, click Settings.
Ensure you have access privileges to the my subscription page. To verify, complete the following steps.
1. Access the settings page. On the Settings page, click Users.
2. The User Access page appears. Click the user email ID under the Email heading.
3. The Permissions window appears. Ensure the Access My Subscription permission is ticked and click Save.
Now that you are on the Settings page, manage your subscription, as required.
Viewing Payment History and Invoices
To view the plan payment history and invoices, complete the following steps.
1. On the Settings page, under the BUSINESS heading, click My Subscription.
2. The business account page appears. The Payment History section shows the plan payment amount and date. On the business account page, click Click here to view your invoices.
3. The Payment History page appears. View the payment history and invoice.
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If you had purchased the payroll plan from Surf Accounts, you can view the details of both Surf Accounts and Surf Payroll plan here. |
Updating Payment Method
You can change the plan payment method from Direct Debit to Credit Card or vice versa. The updates apply on the next renewal.
1. On the Settings page, under the BUSINESS heading, click My Subscription.
2. The Business account page appears. Under the Payment Method heading, click Change.
3. The Change Payment Method window appears. Select the required method and click Save to update.
4. If you update to Credit Card, you need to provide certain mandatory information.
Note
If you update to Credit Card, you need to provide information on the following fields:
- ADDRESS LINE
- STATE (if State is mandatory in the country applicable)
- CITY
- POSTAL CODE
Updating Payment Alert Email
Surf Payroll sends email alerts when plan renewal is imminent to the sign up email by default. You can update the recipient email ID.
1. On the Settings page, under the BUSINESS heading, click My Subscription.
2. The Business account page appears. On the Business account page, under the Payment Alerts heading, click Change.
3. The Payment Alerts window appears. On the Payment Alerts window, select the required email ID and click Save.
Updating Invoice Name and Address
Your subscription contains name and address, also displayed on the invoice. You can update the name and address.
1. On the Settings page, under the BUSINESS heading, click My Subscription.
2. The Business account page appears. Under the Invoice Name & Address heading, click Change.
3. The Invoice Name & Address Details window appears. On the window, update the details, as required and click Save.
Purchasing Additional Users
You can purchase up to 10 additional users and invite them to use Surf Payroll.
1. On the Settings page, under the BUSINESS heading, click My Subscription.
2. The Business account page appears. Under the Additional User heading, click Buy Additional User.
3. The Add Additional User window appears. From the window, select the required number of users and click Continue.
4. The Confirmation Message shows the amount you need to pay. Click Yes.
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Quickly access your subscription from any page on Surf Payroll by clicking  . |