Welcome! We are so glad you decided to join us.

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

We will cover:

• Getting started with a free trial of Deputy
• Upgrading to a paid plan
• Setting up billing and order details
  • Direct Debit
  • Credit Card
  • PayPal

When you sign up for Deputy, you are initially placed on a free trial plan.

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

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

To help you decide which paid plan has the features you need, please read Plans and Pricing.

To upgrade to a paid plan, click on the link on the banner at the top of your trial Deputy account.

Click on the Choose Plan button for the plan you would like to upgrade to. Read more about Deputy plans.

From here, you will need to add your billing details.

Click to select your preferred payment method from the tabs at the top of the page.

Note: not all payment methods shown here may 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 is relevant to your region, there will 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 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.

2. Confirm your order summary.

If you choose Monthly Billing, you will be billed for the number of users currently in your account and any additional users added during the month will be reflected in your monthly invoice. Note: there is a minimum monthly spend applied.

Note: users are defined for billing purposes as active people (not archived) with a Deputy account assigned to your business. This includes System Administrators and Managers.

You can also add a promo code and read the subscription agreement then click Next.

If you choose Annual Billing, you will need to select the number of users you wish to pre-pay for. You can still add additional users during the 12-month term. You will then be billed for the pro rata amount remaining on the 12-month term for the number of users you add.

Note: users are defined for billing purposes as active people (not archived) with a Deputy account assigned to your business. This includes System Administrators and Managers.

You can also add a promo code and read the subscription agreement.

3. You are now ready to add your bank details:

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

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

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

Once you have entered your bank details you will be asked to Confirm.

Once you receive a Congratulations pop up such as shown below, you are 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 is relevant to your region, there will 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 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.

If you choose Annual Billing, you will need to select the number of users you wish to pre-pay for. You can still add additional users during the 12-month term. You will then be billed for the pro rata amount remaining on the 12-month term for the number of users you add.

Note: users are defined for billing purposes as active people (not archived) with a Deputy account assigned to your business. This includes System Administrators and Managers.

You can also add a promo code and read the subscription agreement then click Next.

3. You are now ready to enter the details of your credit card and click Submit.

Once you receive a Congratulations pop up such as shown below, you are 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 is relevant to your region, there will 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.

2. Confirm your order summary.

If you choose Monthly Billing, you will be billed for the number of users currently in your account and any additional users added during the month will be reflected in your monthly invoice. Note: there is a minimum monthly spend applied.

Note: users are defined for billing purposes as active people (not archived) with a Deputy account assigned to your business. This includes System Administrators and Managers.

You can also add a promo code and read the subscription agreement then click Next.

If you choose Annual Billing, you will need to select the number of users you wish to pre-pay for. You can still add additional users during the 12-month term. You will then be billed for the pro rata amount remaining on the 12-month term for the number of users you add.

Note: users are defined for billing purposes as active people (not archived) with a Deputy account assigned to your business. This includes System Administrators and Managers.

You can also add a promo code and read the subscription agreement then click Next.

3. You are now ready to Connect to PayPal.

4. Login to your PayPal account and select your payment method.

5. You will then be returned to Deputy and if the payment information entered was successful you will receive a Congratulations pop up such as that shown below.