Skip to main content

How to upgrade to a paid plan from a free trial

Deputy Help
  • Updated
Note: From October 1st, we're introducing new plans that better reflect how our customers use Deputy: Lite, Core, and Pro. If you're an existing customer, look out for an email soon with all the details you’ll need. Learn more about the new plans and what this change means for you.

Welcome! We're so glad you've decided to join us.

This guide will show you how to upgrade to a paid plan in Deputy as a System Administrator.

Getting started with a free trial of Deputy

When you sign up for Deputy, you're initially placed on a free trial Core plan.

You can add extra days to your trial period by completing tasks to learn more about getting started with Deputy.

After the trial period expires, your data will be frozen until you upgrade to a paid plan. You'll have the option to 'Reset' your trial, but this will delete the data you have previously inputted into the system and you'll have to start setting up your account from scratch.

To find the paid plan that best fits your needs, check out our Plans and Pricing.
 

Upgrading to a paid plan

1. To upgrade to a paid plan, log into your trial Deputy account and click Choose Plan in the banner at the top of the page.


2. Click the Choose plan button.

 

3. Compare our Lite, Core and Pro plans, then click Choose plan for the option that best fits your needs. You can read more about which Deputy plan is best for you.

Note: The default trial is on the Core plan. If you choose Lite, some features from your trial may no longer be available.

 
4. Choose your preferred Billing schedule. By default, Annual paid in Monthly installments is selected. If you prefer a month-to-month subscription, select Monthly. You can also learn about the benefits of annual billing.

For Annual subscriptions:
On the checkout page, you’ll nominate the number of users you’d like to include in your account for the year.
  • If your account has fewer users than nominated at any point during the year, you won’t be eligible for a refund.
  • If you add more users than originally nominated, the extra users will be billed at the monthly subscription rate.


For Monthly subscriptions:
You'll be billed based on the total number of users in your account at any point during the previous month.

Note: The following step only applies to Annual plans. If you've chosen Monthly, skip to Step 5.

If you've selected an Annual plan, you'll need to choose the Annual payment option that works best for you. By default, Monthly installments is selected. If you prefer to pay for the full year in one payment, select the Pay upfront option.

Next, enter the number of Annual users you'd like to pre-pay for the next 12 month period. The minimum is 4 users for AUS and US customers, and 5 users for UK customers. 
 
5.  Select extra product add-ons available in your region, such as Deputy HR (AU UK and US only) by clicking Add.

You can also then choose if you want to be billed annually or monthly for your chosen add-ons.
 
Note: You can only choose annual billing for your add-on if you choose annual billing for your base plan.
Once you've made your selections on the left, your order summary will be displayed on the right with your estimated charges and amount due today (if prepaying annually).
 
There's also the option to enter a promotion code if you have one.
 
Once you're happy with the order and have read the subscription agreement, click Continue to payment.
 

Billing and order details

From here, you'll need to enter your billing details.

Select your preferred payment method by clicking on the relevant tab at the top of the page.

Note: Some of the payment methods shown here may not be available in your region.

 

Direct Debit (available in UK, US and AU)

1. On the Direct Debit tab, enter your:

  • Name
  • Billing address
  • Your company's legal business name

If it's relevant to your region, there'll also be a field to enter your Tax number. Read more about sales tax and Deputy here.

Click Next.

Note: We require the Billing address to verify the authorised use of the direct debit account entered. If your Company address differs from your Billing address, please uncheck the box and enter your Company address in the fields that appear. Entering an accurate company address assists us in calculating the correct taxes.

DD billing details.png

2. You're now ready to add your bank details:

For Australia, enter your Account name, BSB and Account number, then click Submit.

DD australia.png

For US, enter your Routing Number, Account number, Account Type, Bank Type and Account Holder name, then click Submit.

UK DD fields.png

For UK, enter your Account name, Sort code and Account name, then click Submit.

UK DD fields.png

Once you've entered your bank details, you'll be asked to Confirm your details. You'll then receive a 'Congratulations' pop-up like the ones shown below, and you're ready to start using your paid Deputy plan!

Credit Card

You can also pay via Credit Card (Visa, Mastercard or American Express)

1. On the Credit Card tab, enter your:

  • Name
  • Billing address and
  • Your company's legal business name.

If it's relevant to your region, there'll also be a field to enter your Tax number. Read more about sales tax and Deputy here.

Click Next.

Note: We require the Billing address to verify the authorised use of the credit card account entered. If your Company address differs from your Billing address, please uncheck the box and enter your Company address in the fields that appear. Entering an accurate company address assists us in calculating the correct taxes.

cc billing details.png

2. You're now ready to enter the details of your credit card and click Submit.

credit card payment.png

Once you receive a 'Congratulations' pop-up like the ones shown below, you're ready to start using your paid Deputy plan!

PayPal

PayPal is only available in some regions (outside AU, UK and US).

1. On the PayPal tab, enter your:

  • Name
  • Billing address and
  • Your company's legal business name.

If it's relevant to your region, there'll also be a field to enter your Tax number. Read more about sales tax and Deputy here.

Note: We require the Billing address to verify the authorised use of the PayPal account entered. If your Company address differs from your Billing address, please uncheck the box and enter your Company address in the fields that appear. Entering an accurate company address assists us in calculating the correct taxes.

PP billing details.png

2. You're now ready to Connect to PayPal.

pay pay connect.png

3. Log in to your PayPal account and select your payment method.

paypal login.png

4. You'll then be returned to Deputy and if the payment information was entered successfully, you'll receive a 'Congratulations' pop-up like the ones shown below. You're now ready to start using your paid Deputy plan!

 

You may also be interested in:

If you have any questions about the Deputy product, please contact our 24/7 support team.

 

Related articles