Overview
This article explains how clients can set up and manage automatic payments for their invoices. Clients can then choose to receive bills via email instead of logging in to the Deel platform to check due payments. The automatic payment option is available at the group, entity, and organization levels.
Automatic payments are processed twice a day at 12:00 AM and 12:00 PM UTC. Once the feature is enabled, invoices will be handled at the next available processing time. Please note that the automatic payments schedule cannot be customized.
When clients add a payment method, automatic invoice payments at the organizational level is enabled by default.
Please note that only organization admins can set up automatic payments. Both direct debit and manual payment methods are supported.
Before Starting
To successfully enable automatic payments, Clients must have an Org Admin role on Deel.
When a client sets up a payment method for the first time or adds an additional method, the automatic payment toggle is turned on by default. This means automatic invoice payments are enabled at the organizational level when adding payment methods.
Clients can toggle it off if they prefer not to automatically pay invoices for the organization.
To set up billing groups to auto-pay invoices only at the entity or group level, the client must either toggle off auto-pay when adding the payment method or later select the payment method from Billing & Payments > Automatic Payments and delete auto-pay
How to Enable Auto-Pay for Groups and Entities
Step 1 – Open Billing & Payments
Click the Organization Settings gear icon in the top right and select View on the Billing & Payments card.
Step 2 - Navigate to Payment methods & automation and click Setup on Automatic payments
Step 3 - Select how to group the invoices
Clients can choose to set it up by an organization or split them into 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.
Step 4 - Choose the invoices to be included
Clients can choose which invoices they want to include.
Automatic payment is available for EOR, all standard Independent Contractor contracts, Global Payroll, US Payroll, PEO, and service invoices. It may not be available for COR contractors on the app, but you can contact us and request to be added.
Step 5 - Pay the invoices
- Link payment method for automatic payments Pay via autopay - funds will be deducted automatically via linked payment methods
- Automated billing for manual payments - clients will receive the bill by email
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.
General funds are the balance clients have on Deel, which includes refunds, overpayments, and pre-funds.
Step 6 - Add recipients and confirm
Add the recipients who will receive the emails. They do not need to have a Deel account.
Then, review the information and confirm the details.
Frequently asked questions (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.
If the general funds cover the whole statement we won’t charge the fee.
[ACCORDION] What happens if there is an unapproved expense?
Unapproved expenses won't be included in invoices, so therefore the autopay will not include them. Clients must review and approve expenses for it to be included in any invoice.
[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] What alerts or notifications are sent about automatic payment?
Deel will send an email after each auto-pay run. There are no additional notifications before (or during) the auto-pay processing, and this cannot be customized.
[ACCORDION] Can the bills be sent per individual?
No, bills are currently not sent per individual.
[ACCORDION] Until when is it possible to make changes to an auto payment?
Clients can select Edit on the selected automatic payments configuration to make changes.
Any changes should be made at the time of payroll approval, and not after.
[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.