Advisor Dashboard: Wholesale Billing

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This article is about Justworks PEO and Payroll. What product am I using?

Wholesale Billing means that Justworks bills your firm directly for your clients’ Justworks Payroll fees. This setup allows you to bundle payroll costs into your firm’s existing service fees, provide clients with a streamlined billing experience, and unlock greater profit potential for your firm.
 

How Wholesale Billing Works

To activate Wholesale Billing, a firm member with Edit Firm Settings permission needs to navigate to Firm > Firm Info, find the Billing Information tile, and then click Add billing info to get started.

  1. Agreement & Authorization

After clicking Add billing info, you’ll be asked to:

  • Confirm that Justworks is authorized to debit your firm’s bank account
  • Accept the reseller agreement with Justworks
     
  1. Bank Account Setup

You’ll be prompted to securely connect your firm’s bank account using Plaid.

Note: Manual bank verification (like penny tests) is not available. Plaid is required.

  1. Choosing How Clients Are Billed

You can select how each of your clients is billed — either directly by Justworks or through your firm — for both new and existing clients.

New Payroll Clients

To add new Payroll clients, the process will look like this:

  • After selecting Add New Client, you'll see a Billing step at the end.
  • Choose whether Justworks or your firm should be billed for that client’s payroll.

Existing Payroll Clients

To switch billing preferences for a client already using Justworks Payroll:

  1. Go to Firm > Manage all clients
  2. Select the client
  3. Click Billing & Plan > Edit
  4. Change the billing preference to Bill the firm

When Do Billing Changes Take Effect?

Billing changes take effect starting with the next monthly invoice, based on when the update is made:

When You Update

When Advisor Billing Starts

Late in the month (e.g., July 25) Next month’s invoice (e.g., August 15)
Early in the month (e.g., August 3) Client is billed for the current month (July), and firm billing starts the following cycle (e.g., September 15)

Pricing & Discounts

Standard Pricing (Wholesale Billing)

Firms that opt in to Wholesale Billing will be billed at the standard Justworks Payroll rates:

  • $50/month base fee per client
  • $8/month per employee or contractor (PEPM)

Understanding Fees Billed to your Firm

Covered Not Covered
Payroll base fee Payroll taxes
Payroll PEPM (employees + contractors) Workers' comp premiums
Time tracking PEPM 401(k) fees (billed by Guideline)
Benefits PEPM Year-end / quarter-end filing fees
State registration fees Payroll amounts

Disclaimer

This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for accounting, legal or tax advice. If you have any legal or tax questions regarding this content or related issues, then you should consult with your professional legal or tax advisor.