This article is for clients and explains how to manage payment methods for your Group Administrators and Controllers on Deel.

 

Before you start

Only Organization Managers can add or delete payment methods.

An Organization Manager needs to enable the payment method for each group that should be able to use that method. 

Adding and enabling a payment method for a group will allow that group's Administrator and Controller to use that method to pay their group.

 

In this article:

Adding a new payment method when making a payment

Add a new payment method from your home page

How to delete a payment method

Update access to payment methods

 

 

Adding a new payment method when making a payment

✅ Step 1 – Click Pay on your home screen

 

 

✅ Step 2 – Select the groups and workers to include in payment

By default all groups will be checked so you can pay everyone at once.

However, you can mass unselect all your groups and choose only individual contractors you wish to pay.

Then click Continue

 

 

✅ Step 3 – Choose payment method

You can select a Saved Payment Method or add a New Payment Method.

If you are adding a new payment method, we recommend that you link a payment method. This supports ACH, SEPA, BACS, PAD, Brex, credit card, and debit card payments.

You can also pay with a manual transfer from your bank, Wise, or Mercury account.

Or you can even send a cryptocurrency transfer through Coinbase.

 

How to send a manual transfer

✅ Choose your manual transfer method

You can send a manual transfer through your Wise, Mercury, or local bank account.

The provider fees are listed.

 

✅ Add transfer details

Click Continue after you enter the account location, currency, and other details.

You will then review the payment summary, and click Confirm And Pay 

 

✅ Copy the Deel Reference Number and make payment

Make a manual payment from your account and click Confirm I've Paid.

Please copy the Deel reference number listed in the invoice details box. 

This number is how we reconcile invoices to payments, so please copy the number for your records.

 

 

 

✅ Step 4 – Select preferred payment method

Choose your preferred payment method from the list.

You can see where individual methods are available around the world, and review provider fees.

 

 

✅ Step 5  – Verify payment method

You will have two options to verify your new payment method - Plaid or manual verification.

We recommend Plaid as it is the faster option.

 

Plaid will need to connect with your bank account and verify some personal details.

Select your bank and follow the prompts on the pop-up windows

 

 

✅ Step 6  – Review details and assign account access

Please review the account details such as the name, routing number, and account number.

You will also be able to assign group access to this particular payment method using the toggle options.

 

 

✅ Step 7  – Confirm payment

You can download or share the statement.

The payment summary will include the total amount to be paid, as well as a detailed breakdown of fees.

Click Confirm Payment

The payment is now processing, and will be marked as Paid when we receive your funds!

 

 

Adding a payment method from your home page

✅ Step 1 – Open your Payment Methods

Select (1) Organization Settings, click the (2) Payment Methods tab, and click (3) Add Method to add the new payment method.

 

 

✅ Step 2 – Add your Payment Method

Select the payment method you want to add and enter the corresponding details in the next window.

Click Continue.

 

 

✅ Step 3 – Save your Payment Method

To save the payment method details you have entered, click Save Payment Method

 

 

✅ Step 4 – Add Groups to your new Payment Method

Now it's time to choose the groups that should have access to this payment method.

Click Select Groups to get started.

 

 

✅ Step 5 – Enable payment method for groups

Use the toggle to enable this payment method for your desired groups.

The Group Administrator and Controller for these groups will now be able to access this payment method.

To add new groups see: How to create group managers and organization owners

 

 

How to delete a payment method

✅ Step 1 – Open your Payment Methods

Select (1) Organization Settings, click the (2) Payment Methods tab, and click (3) the saved payment method you'd like to delete

 

 

✅ Step 2 – View Payment Method details

Click Delete Payment Method.

 

 

✅ Step 3 – Confirm

If you have no groups, click Yes, Delete to confirm your selection.

 

 

If you have groups that are able to use this payment method, review the groups that will be impacted.

If Autopay was enabled for the method, it will be disabled and you will have to manually pay the groups.

Click Delete to confirm your selection.

 

 

Update Access to Payment Methods

You can modify access to your payment methods from the Payment Methods tab in your Organization Settings.

Update access to enable or disable payment methods for Group Administrators and Controllers when paying their groups.

 

✅ Step 1 – Open your Payment Methods

Select (1) Organization Settings, click the (2) Payments tab, and select the (3) Payment Methods section.

Then select the saved payment method you'd like to manage access for Groups

 

 

✅ Step 2 – Open the list of Groups

 

 

✅ Step 3 – Select the Groups

Use the toggle switch to add or remove Groups that can access the selected payment method.