Deline

I chose the wrong customer on an invoice. How do I fix it?

If the invoice is still a draft, open it and choose the right Customer before you issue it. If it is already issued, it cannot be edited: create a credit note for it, then issue a new invoice to the right customer.

  • L2 · Explanation
  • WhereAll countries
  • WhoOwner, Editor
  • PlanBasic and up
  • Timeabout 1 min

Why can't I edit an issued invoice?

An issued invoice is a tax document with its own number, and it is kept exactly as issued. Correcting it with a credit note keeps a clear record of what happened, for you, your customer and the tax office.

What about the email it sent?

If the wrong customer already received it, tell them it was a mistake. The credit note cancels the amount in your books. See Create a credit note for an invoice.

How do I avoid it next time?

Check the customer's name on the preview before you press Issue invoice.

Explanation written from the Deline app's own screens and texts (build eba146497 (Deline cf723fe1f)); it has no steps to check.