Correct, Credit or Void an Invoice
For admins and office staff · Updated 23 Sep 2026
An invoice's lines can be edited while it is a draft or in review. After that it is locked, because its figures have been approved and may already be with the customer. How you fix it depends on where it is.
- In review: choose More, then Send Back to Draft…, and say what needs correcting. Once it is fixed, submit or approve it again.
- Approved but not sent: an admin can move it back to Draft from More, then Change Status…, with a reason. Its approval is withdrawn, so it has to be approved again.
- Sent, part paid or paid: raise a credit note for what was wrong, then a new invoice if one is needed.
Raise a Credit Note
- On the invoice, choose More, then Credit Note. It is offered once the invoice is sent, part paid, paid or overdue.
- Leave the full credit ticked to reverse every line, or untick it and enter a Credit Amount (Ex GST).
- Add the reason and choose Create Credit Note. The credit note opens as a draft, linked to the invoice, and is approved and sent like any invoice.
A credit note doesn't change the original invoice: its balance still reads as owed on Invoices. Credit notes themselves are never counted in what is owed.
Void an Invoice
For an invoice raised in error, choose More, then Void Invoice…, and give a reason. It is offered only while nothing has been paid on it. A void invoice stays on record but is owed nothing and can't be emailed or paid. Only an admin can undo it.
- If the invoice is in Xero, void it in Xero as well. Voiding it in Deployr doesn't change Xero.
- Voiding a labour invoice puts its hours back on the Labour Billing list.
More in Invoices and Payments
- Raise an InvoiceThe ways to raise an invoice: from a finished job, from a quote, claim or agreement, for many finished jobs at once, or on a recurring schedule.
- Invoice Labour Hours Each WeekBill each customer's approved hours for a week as draft labour-only invoices, and close the jobs they finish in the same step.
- Review, Approve and Send an InvoiceHow an invoice moves from draft to sent: invoice review, approving the figures, and emailing it or marking it sent when it goes another way.
- Record a Payment and See What's OverdueRecord payments so an invoice moves to Part Paid or Paid, and how Deployr decides an invoice is overdue.
- Take Card Payments With StripeSet up your business's own Stripe account so customers can pay invoices by card in the customer portal, and how those payments are recorded.
- Connect Xero and Keep It in StepConnect your Xero organisation, choose whether records go across on their own, and what Deployr sends to Xero and brings back.