This article is for independent contractors who want to submit, view, adjust, or upload an invoice on Deel.
The invoice details will depend on what type of contract: Fixed, Pay As You Go, or Milestone.
Deel has a standard invoice template, but contractors have the option to upload their own invoices.
In this article:
How to Add an Adjustment to an Invoice
How to Review Overall Expenses
How to Invoice the Client
There are three types of independent contractor contracts: Fixed, Pay As You Go, and Milestone.
Each type of contract has its own invoicing process.
When using a fixed contract
Invoices are generated automatically, based on the contract details. Contractors can download the invoice preview before the due date on the contract page as shown below:
Note: The invoice won't be visible here if the status is processing.
When Using a Pay As You Go contract
Contractors with a Pay As You Go contract can not generate an invoice and be paid until they submit hours for approval.
✅ Step 1 - Select the Contract Overview tab and submit the work
Enter the hours worked, date, and a description. It is possible to attach files and receipts if needed.
✅ Step 2 - Click Add Submission
Contractors will see the hours submitted in the invoice details section.
If there's a mistake, contractors can delete the submitted work by clicking the blue garbage bin.
✅ Step 3 - Review the invoice
Contractors can download the invoice preview on their contract page.
No invoice will be generated in payroll cycles when no work is submitted.
All work submitted after the current cycle ends will be added to the following invoice cycle.
When Using a Milestone Contract
Once a milestone is completed, it can be marked as completed from the Contracts page.
Deel will then generate an invoice and forward it to the client for approval.
Adjustments cannot be added to Milestone contracts.
How to Upload a Custom Invoice
Deel provides a standard invoice template, but there is an option to create a custom invoice and upload it directly to the contract. This custom invoice will supersede Deel's standard invoice.
The standard invoice will appear in the Invoices tab after the client has made the payment. There will be an option to upload a custom invoice.
✅ Step 1 - Add the custom invoice
Select the Finance icon, and click the Invoices tab. Select the options menu next to the invoice to be replaced and click Replace with custom invoice
✅ Step 2- Click or drag the invoice file into the box to upload the invoice
✅ Step 5 - Click Submit Invoice
How to Add an Adjustment to an Invoice
Independent contractors with Fixed and Pay As You Go contracts can adjust details such as expenses and overtime on their invoices. Invoice adjustments are not available for Milestone contracts, since they don't have invoice cycles.
Adjustments will be added to the invoice and must be approved by the client.
Once approved, the adjustments are added to the current invoice cycle. The client can choose to pay out of cycle before the official payment due date.
The funds will be available in the account once the invoice payment has been processed.
✅ Step 1 – Select the contract from the homepage
Select the applicable contract from the Contracts card on the homepage.
✅ Step 2 – Click Add Adjustment
✅ Step 3 – Select the adjustment type and add details
Contractors can make the following adjustments:
- Bonus
- Commission
- Deduction
- Expense
- Overtime
- Other
✅ Step 4 – Click Submit
Deleting an Adjustment
Contractors can delete an adjustment by clicking the blue trash bin next to the adjustment in the Invoice Details section.
If the adjustment is a recurring item, it is possible to delete the adjustment for the current payroll cycle only; or all future cycles.
Review Overall Expenses
Contractors can check past approved/denied expenses and keep track of all recorded expenses in a single place.
✅ Step 1 – Click on the Finances icon on the homepage and select the
Expenses tab
✅ Step 3 – Use filters to review expenses
Filter the view to a specific expense type, category, submitted date, reimbursement status, etc.
FAQs
[ACCORDION] What if the client has not approved the work completed by the contractor?
Deel was built on the premise of ensuring trust and safety between clients and contractors.
We encourage our clients and contractors to try and settle conflicts between themselves. Deel does not provide a Resolution Center and does not mediate any disputes.
[ACCORDION] Is there a limit to expense adjustments?
Possibly. Clients may have created customized expense categories for the contractor to choose from. If the client has set a maximum limit for expenses, it will be listed under the Amount box.
[ACCORDION] Where can contractors see adjustments for the current invoice cycle?
To see adjustments for the current invoice cycle, navigate to the Invoice Details section from the contract overview page.
Any adjustments made will be marked as pending and must be approved or denied by the client.
Adjustments can be deleted by clicking the blue trash bin icon.
[ACCORDION] Can contractors adjust an invoice after it has been finalized and issued?
Technically, a finalized invoice cannot be adjusted or edited. When selecting to edit an invoice that has already been issued, Deel will generate a replacement invoice instead.
A credit note is automatically issued to cancel out the original invoice. A new invoice is then generated automatically, replacing the original. The new invoice will reflect the changes that were entered and be available right away in Deel.
[ACCORDION] When does the invoice cycle end?
Select the Contract Details tab on the contract.
Invoice cycle information is listed in the Payment Details box.