In this guide, we will share information relating to the Billing and Payment portion of Deputy. Please note you must be a System Administrator in your Deputy account to make any billing information changes.
This guide includes:
Pro Tip: For US customers please note that businesses located in Texas and Massachusetts are subject to local state tax laws, which is reflected in your Deputy invoice.
Use this Guide to request Help from Deputy 24/7 from our Support Team.
Updating your payment and billing details
1. Log in to your account at once.deputy.com
2. From the businesses list, click Billing next to the corresponding business you would like to change the billing details for.
The Billing Overview page will display your billing information.
3. Click Add Payment Details to add payment information or Edit Payment Details to update existing information.
4. In the next screen select a tab to pay via:
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Credit Card
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Direct Debit
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PayPal
5. Enter your Billing details and payment information.
Note: If you are located in the UK and paying with your credit card, you will be prompted with an additional verification step from your card issuer. An example is shown below.
Once the payment information has been entered and saved it will be displayed on the Billing Overview page.
Updating your invoice email details
You can change the address where your Deputy invoices are emailed to.
1. Log in to your account at once.deputy.com
2. From the businesses list, click Billing next to the corresponding business you would like to change the invoice email details for.
3. Click Edit Billing Contact.
A pop-up box will appear.
4. At the bottom, there is a field to enter an email, which will receive your Deputy invoices.
5. Click Save when you are satisfied with the changes.
Removing an email address for invoices from the system
There may be an instance in your company where the original business owner has left the business, but their email address is still the primary billing address in Deputy.
To remove the email address for invoices:
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Add the new email address as described above.
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Capture a screenshot of the Billing page (which will display the old email address and the new one),
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Email the screenshot to sales-finance@deputy.com, explaining that you would like to remove the original address from the list.
Retrieving historical invoices
To view previous invoices:
1. Click either Billing or Settings in your business list for the corresponding business you would like to check.
2. Click the Invoices tab and click View Invoice to download a PDF of your invoice.
Reviewing SMS charges
To view SMS charges:
1. Click either Billing or Settings in your business list for the corresponding business you would like to check.
2. Click the Invoices tab and click View Invoice drop-down box and click Usage/SMS CSV.
SMS will appear on your invoice as SMS Charges. This includes information including quantity, unit price and total price.
As a System Administrator, you can block all SMS notifications being sent from your Deputy account to avoid SMS charges if required.
For more information read SMS Notifications.
Renew your annual plan
System Administrators have the option to add 12 additional months to their annual subscription at any time. If you do not renew your annual subscription before it expires you will revert to an annual plan.
Read Renew Your Annual Plan for more assistance.
Note: you can cancel your annual subscription before your 12 month plan expires but no refunds for the remaining months will be given in this instance.
You may be also interested in reading:
- Pricing and Pricing Plans
- Pricing FAQ
- Upgrading to a Paid Plan from a Free Trial
- Pausing and Resuming Your Plan
- Cancelling Your Plan
- Renewing your Annual Subscription
If you have any questions about the product, you can contact the Deputy team using this Guide to request Help from Deputy 24/7