Deel automatically creates contracts on behalf of your contractors, so you can pay them each payment cycle. These invoices can be added to up until the invoice becomes issued, after this date any changes will require a credit note and new invoice.
If an invoice needs to be altered, Deel will automatically replace the invoice rather than provide an amended invoice. A credit note will be made on the old invoice to cancel it out and preventing payment.
Then, a new invoice will be generated to replace the original.
Contractor Invoicing Walkthrough
Frequently Asked Questions
[ACCORDION] What is a "Pro Forma" invoice?
An invoice is "Pro-Forma" from the start of a contract payment cycle, all they way up to it's issue date. Typically the issue date is 5 days before you pay your contractors although it may be slightly different depending on your invoice settings. (You can find these under Team Settings).
Pro-Forma invoices are not payable documents, they are just an indication of the final amount. These invoices can change any time work us added to a contract.On Deel, Pro forma invoices have a document number starting with PINV and say Pro-Forma along the top.
[ACCORDION] Can I still make changed to an invoice that hasn't been issued yet?
Yes, Pro-Forma invoices that are not yet finalized can be edited up until they are issued. You are free to add, change, or remove invoice items at this stage. Once an invoice is issued, it can no longer be edited. Instead, when you select to edit a finalized invoice, the original invoice will be replaced with a new updated one that reflects the changes.
[ACCORDION] What happens if I need to adjust an invoice that has been finalized?
Technically, a finalized invoice cannot be adjusted or edited. When you select to edit an invoice that has already been issued, Deel will generate a replacement invoice instead. A credit note is automatically issued to cancel out the original invoice. A new invoice is then generated automatically, replacing the original. The new invoice will reflect the changes that you entered and be available right away in Deel.
[ACCORDION] What happens to the original invoices that have been replaced by amended ones?
The credit note effectively cancels out the original invoice. The original invoice status will move from Pending to a status called Credited. The credit note itself will have a new status called Processed. The original invoice total will be summarized into one line item on the credit note called “Refund".
[ACCORDION] How long does it take to process a credit note and issue a new invoice?
The credit note will be immediately visible in the client’s account (and contractor, if applicable) with the status Processed. When a change is made to the original invoice, a new invoice is generated automatically and will be immediately available in Deel.
[ACCORDION] Do I need a credit note if I am only adding items to the invoice?
A credit note is required if you intend to change the value of a line item or remove a line item from the invoice. If the existing items do not need adjustment, then you can cancel previous invoice and issue a new one containing the additional items.