This article explains how clients can opt to receive bills via email instead of logging in to the Deel platform to check due payments. It also covers how to set up automatic payments to save time by avoiding manual transactions.
Automated billing is processed daily at 12pm UTC. This option is available at the group, entity, and organization levels and can be used for EOR, GP, Independent Contractors, PEO, and Services (excluding Contractors of Record).
Please note that only organization admins can set up Automated Billing.
In this article:
How to Enable Automated Billing
How to Enable Auto-Payments
✅ Step 1 – Open Billing & Payments
Click the Organization Settings icon in the top left and select View on the Billing & Payments card.
✅ Step 2 – Click 'Add' for automated billing
✅ Step 3 – Select how to group the invoices
Clients can choose to set it up by an organization or split them by groups or entities.
If the client wants to set up entities and groups with varying options, they must select those groups and set up preferences for them individually.
Note: Selecting an organization will include all entities and groups within that organization.
✅ Step 4 – Choose the invoices to be included
Clients can choose which invoices they want to include. Auto payment is available for EOR, Independent contractors, Global Payroll, US Payroll, PEO and service invoices.
✅ Step 5 - How to pay the invoices
- Pay via autopay - funds will be deducted automatically via direct debit and clients will receive a confirmation email
-
Pay manually - Clients will receive the bill by email and must send the payment manually
After making a selection, the available payment methods will be displayed. If no methods are saved, click Add new method.
Additionally, if the client has available funds in their general account, they can choose to apply these funds to the payment, provided both are in the same currency.
✅ Step 6 - Add recipients and confirm
Add the recipients who will receive the automated billing emails. They do not need to have a Deel account.
Review the information and confirm the details.
Note: The billing frequency is set to daily. Each recipient will receive a consolidated bill via email each day invoices are available.
FAQs
[ACCORDION] When are the invoices emailed?
Invoices will be sent via email daily. If there's no bill due, no emails will be sent.
[ACCORDION] Do clients still have to pay the $5 processing fee if I set up email billing?
Yes, the $5 processing fee still has to be paid.
Please note that if the general funds cover the whole statement we won’t charge the fee.
[ACCORDION] Can the invoices be accessed from the billing email?
Yes, there are two ways clients can access invoices from the automated billing email:
- Via Link: Clients can click the link provided in the email, which will take them to the digital statement page for review and downloading.
- Email Attachment: The statements are also directly attached to the email for easy access.
[ACCORDION] Does the email recipient need to have a Deel account?
No, the email recipient doesn't need to have a Deel account.
[ACCORDION] Can the bills be sent per individual?
No, we currently don't send bills per individual.
[ACCORDION] What are general funds?
General funds are the balance clients have on Deel, which includes refunds, overpayments, and pre-funds.
[ACCORDION] Is it possible to make changes to auto payment?
Yes, use the edit button on the selected automated billing group to make changes.
[ACCORDION] Are Fee Credit and EOR Funding automatically applied?
Yes.
[ACCORDION] How are one-off invoices handled if a client has Automated Billing turned on?
The handling of one-off invoices depends on their type. Since Automated Billing runs daily, if the one-off invoices fall under one of the categories selected by the client, they will be included in the daily billing cycle and processed accordingly.