When to Detach Line Items from an Invoice

Handling the billing of an organization is quite dynamic - deals are re-negotiated, terms change, and in general, the details get changed on the go. Often that happens after an invoice or credit note has already been issued - and now that invoice needs to be changed!

Thankfully, OfficeRnD offers an easy way to detach line items from an invoice so the items can be invoiced again with the correct details.

When Should You Detach Line Items from an Invoice

We only recommend detaching line items from invoices or credit notes that are no longer correct and need to be voided. The purpose of detaching line items is to break the connection between the invoice and the line item so that the line item can be invoiced again with the correct details.

When you detach a line item from an invoice, you remove the connection between that item and the invoice. When that happens, the Invoice will not be changed - it will still list the same services and price, and can be fully paid - including the line item that was detached. Which is why we recommend voiding it before detaching any items.

Detached line items are considered to be neither invoiced nor paid, regardless of the status of any invoice they used to be a part of. They can be invoiced as usual, both manually and through the automated bill run.

How to Detach Line Items

Follow the steps below to detach a line item from an invoice.

  1. Open an Invoice or a Credit Note.
  2. Click the Detach button available on the top left toolbar.
  3. Review the line items and select the ones you want to detach.
  4. Click Detach.
NOTE: When a line item is detached from an invoice, the product can be invoiced again. If you detach a line item from an invoice that has not been Voided, that can lead to double charges for the same service. That is why we only recommend using this function for Voided invoices or Credit Notes.
If you turned the Automated Billing on, detached line items may be automatically invoiced depending on their start and end dates.
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