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

The home page will show that payments are due. 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

✅ Step 1 - Choose the manual transfer method

Clients can send a manual transfer through Wise, Mercury, or local bank accounts.

The provider fees are listed.

 

✅ 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 Home Page

✅ Step 1 – Open Billing & Payments

Select the Organization Settings icon on the home page, then select Billing & Payments, and click View.

 

✅ Step 2 – Select the option Payment Methods

 

✅ Step 3 – Select the option Add Method

Choose how to pay and Continue.

 

✅ Step 4 – Follow the required steps based on the selected method until completion to save the new payment method

 

✅ Step 5 – Select group access

For certain payment methods, clients will have the option to enable them for desired groups. Use the toggle to activate them.

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 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 3 – 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.