Billing agreements often change after an invoice is generated. If a membership fee or service charge contains errors, you need a way to reset the item without causing confusion or double-charging. Detaching line items allows you to free up charges for re-invoicing while maintaining a clear audit trail.
In this article, you'll learn how and when to detach line items, and what happens after that.
In this article
Remove a line item's link to an invoice or Credit Note so it can be billed again.
After detaching line items, you can make changes to the invoice without creating confusion in the billing records.
Detach line items only on voided invoices and Credit Notes to avoid double charges.
You need appropriate permission to detach line items.
Prerequisites
You must have administrator permissions to access the Billing module.
We recommend voiding the invoice or credit note before detaching items to prevent double-charging.
What happens when detaching line items
If you need to correct billing errors after an invoice or credit note has been issued, detaching line items allows you to reset the billing for specific items. For example, if a membership fee was added with the wrong price, date, or terms.
Detaching a line item removes it from an invoice or Credit Note. Once detached, the item returns to a "pending" state. It is considered neither invoiced nor paid, regardless of the status of the original document.
The invoice itself does not change when you detach an item; it still lists the original services and prices. This is why you should void the document first. After detachment, you can reinvoice the items—either manually or through the automated Bill Run.
Detaching a line item or a Credit Note cannot be undone. You must recreate the records to ensure your billing remains accurate.
Detach line items from a document
To remove a line item from an issued invoice or credit note:
Go to Billing > Invoices and open an Invoice or a Credit Note.
Click Detach.
Review the line items and select the ones you want to detach.
Click Detach to confirm.
Manage detached line items
Avoid double charges: Detaching a line item from an invoice that hasn't been voided can result in double charges for the same service. That is why we only recommend this function for voided invoices.
Monitor automated billing: If you turn on Automated Billing, detached items may be automatically reinvoiced if their dates fall within the current billing cycle.
Audit through Data Hub: Detached line items remain visible in the Data Hub until the original invoice is voided.
Use internal notes: Add a comment to the invoice or the member profile explaining why the item was detached to help your finance team track corrections.
FAQ: Detaching line items and Credit Notes
Can I reattach a detached credit note to a deposit?
Can I reattach a detached credit note to a deposit?
No, this action is not reversible. To correct it:
Void the detached credit note.
Open the original deposit invoice.
Generate a new credit note from the deposit invoice.
Allocate it where needed.
What if an invoice becomes detached from its original charge?
What if an invoice becomes detached from its original charge?
Detached invoices also cannot be reattached. To resolve this:
Identify the details of the original transaction.
Generate a new invoice with the correct information.
Notify relevant team members to avoid confusion.
What’s the best way to prevent detachment errors?
What’s the best way to prevent detachment errors?
Always void the document first, and double-check the billing context before detaching any line items. Keep detailed notes when reissuing to maintain clarity across the team.