How does a company monitor and pay annual cardholder subscriptions?

This article details how to monitor forthcoming and expired annual cardholder subscriptions, and how to pay for annual cardholder subscriptions.

This instruction applies to the following user roles:

  • Advanced Project Admin
  • Employer Admin
  • Employer Admin - No Payment


Go to and login using your credentials.


Click on Expiries > Worker Subscriptions.

A list of all cardholders and their pending subscriptions will be displayed. Click on the radio buttons Show All, Show Forthcoming, Show Expired and New Workers to filter the list. Cardholders whose subscriptions have expired will be highlighted in red, and forthcoming in amber.


To renew a subscription, click on the checkbox(es) next to the the cardholder(s) name and click on Renew Subscription. Multiple cardholders can be selected if required.

Note: if paying for an annual subscription, the item(s) will be sent straight to the shopping basket. If paying a new worker subscription, or a 5 or 10 year new card fee, then a prompt to order the new card will display before adding to the shopping basket.


The shopping basket will be displayed. Click Checkout to proceed to payment.


At the checkout screen, choose Card / PayPal and then click Make Payment.

NOTE: Premium Functionality Employers can pay on account (POA). This option will only be shown if available.


After clicking on the Make Payment button, the PayPal platform will be displayed.

You can now Pay with my PayPal account or Pay with my credit or debit card.


When the payment has been processed, a confirmation email will be sent to verify that the payment has been accepted which will include an order number and PayPal reference number.


To access a list of previous transactions, go to Payment History. You can use the drop down boxes to filter payments as required. 

Clicking on a transaction and View will open the Order Confirmation in a another window (pop-ups must be enabled).

You can also Export the filtered list to a *.CSV file for further interrogation.

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