This article is for clients and explains how to manage payment methods for the Group Administrators and Controllers on Deel.
Before Starting
Only Organization Admins can add or delete payment methods.
An Organization Admin 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 the 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 the homepage
On the homepage, the Payments Tracker displays all due and overdue invoices. By clicking Pay Now or Review All, the client can view the invoices.
This information can also be accessed by clicking the Payroll icon and then the Payments tab.
The Payments tab is enabled only for organization-approved payers.
✅ Step 2 – Select the recipients for payment
Use the available filters to select invoices by contract type, currency, entity, group, and other criteria.
By default, all invoices are checked for payment, enabling a single action to pay everyone. Alternatively, it is possible to mass unselect and pick only specific individuals for payment.
The estimated total for all selected invoices is shown in USD. When the payment process is initiated, the currency can be adjusted, and the new amount and currency will be updated on the platform
✅ Step 3 – Choose payment method
Clients can select a Saved Payment Method or add a New Payment Method.
If they are adding a new payment method, we recommend linking a payment method. This supports ACH, SEPA, BACS, PAD, Brex, credit card, and debit card payments.
Clients can also pay with a manual transfer from their bank, Wise, or Mercury account.
Or to send a cryptocurrency transfer through Coinbase.
How to Send a Manual Transfer
Clients can send a manual transfer through Wise, Mercury, or bank accounts.
✅ Step 1 - Choose the manual transfer method
Manual transfers can be added during the Add Payment flow and Link a Payment Method step by selecting Click here in the box on the right, below the flow steps.
Clients can pay by bank transfer in the following currencies: AUD, CAD, COP, EUR, GBP, HUF, JPY, NZD, SGD, TRY, USD, and ZAR. Additionally, MXN, BRL, and COP are available only through local bank transfers.
✅ Step 2 - Add transfer details
Click Continue after entering the account location, currency, and other details.
Clients will then review the payment summary, and click Confirm And Pay
✅ Step 3 - Copy the Deel Reference Number and make payment
Make a manual payment from the 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 records.
✅ Step 4 – Select preferred payment method
Choose the preferred payment method from the list.
Clients can see where individual methods are available around the world, and review provider fees.
✅ Step 5 – Verify payment method
Clients will have two options to verify their new payment method - Plaid or manual verification.
We recommend Plaid as it is the faster option.
Plaid will need to connect with the client's bank account and verify some personal details.
Select the 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.
Clients will also be able to assign group access to this particular payment method using the toggle options.
✅ Step 7 – Confirm payment
Clients 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 the funds!
Adding a Payment Method From the Organization Settings
✅ Step 1- From the Organization Settings, select the Billings & Payments card
✅ Step 2 - Select the option Payment methods & automations
✅ Step 3 - Click Add in the Payment Methods card
✅ Step 4 - Link a payment method
Link a payment method and select the country from which payments will be made—the available countries will be listed in the dropdown menu. If selecting a specific country, the available methods and provider fees will be displayed
✅ Step 5 - Add select method details
Depending on the selected method, the next steps will vary and may include verification, adding method details, and more
✅ Step 6 - Select group access
The organization groups selected will be able to use the added payment method.
Click Add payment method, and the payment method will be added and ready to use.
Clients can also add payment methods during the payment flow. After selecting the invoices to be paid, they can choose the Add New Method option and follow the steps outlined above.
Note: Automatic payment will be enabled by default when clients add their first payment method, meaning every invoice for that organization will be paid automatically. They can toggle this off when selecting the payment method or via the Automatic payments card - more here.
How to Delete a Payment Method
✅ Step 1 – Open Billing & Payments
Select the Organization Settings icon on the home page, then select Billing & Payments, and click View.
✅ Step 2 – Select Payment Methods
✅ Step 3 - Select the payment method to be deleted
Choose the payment method to be deleted and click Delete Payment Method.
✅ Step 4 – Confirm
If there are no groups, click Delete to confirm the selection.
If there are groups that can use this payment method, review the groups that will be impacted.
If Autopay was enabled for the method, it would be disabled and clients would have to manually pay the groups.
Click Delete to confirm the selection.
Update Access to Payment Methods
Clients can modify group access to the payment methods from the Payment Methods tab.
Update access to enable or disable payment methods for Group Administrators and Controllers when paying their groups.
✅ Step 1 – Open the Billing & Payments
Select the Organization Settings icon on the home page, then select Billing & Payments, and click View.
✅ Step 2 - Select Payment Methods
Select the payment method to be edited.
✅ Step 3 – Open the list of Groups
✅ Step 4 – Select the Groups
Use the toggle switch to add or remove Groups that can access the selected payment method.