For situations where it's necessary to manually remove an invoice item from a credit invoice (that has been created by importing items from a debit invoice), Infiterra platform allows it only if the following three requirements are met:

The credit invoice is a manually created invoice, not an invoice that was generated from our system automatically because of a subscription cancellation.
The credit invoice is not related to any debit invoice.
Removing items from an invoice can be repeatable as many times as necessary as long there is one available invoice item on the invoice. Still, not all invoice items can be deleted from an invoice since at least one invoice item must remain.

Locating the Invoice Before the Removal of an Item

When you navigate to BSS > Billing > Invoices and select an invoice and then navigate on its "Invoice Items" tab; you can witness a checkbox appearing next to the "Description" column as well as next to each invoice item.

Removing an Invoice Item

If you select one or more of the aforementioned checkboxes, the selected invoice items can be deleted by clicking on the respective "Delete" button. Upon clicking on the “Delete“ button, a pop-up message is displayed with the message:

Upon clicking on the "OK" button, the following actions occur:

The selected invoice item(s) are deleted.
The Total Amount of the credit invoice adjusts automatically.
The selected items are also deleted on the "Invoice Details" tab (applicable only to resellers that buy products for their end-customers).
The Status of the credit invoice remains as “Paid“.
The credit invoice Type remains as “Credit“.
No other changes occur on the Invoice, the Invoice Date, or the Due Date.
The Account’s balance on the billing of the account changes accordingly.

Please Note: The same applies to aggregated invoice items since you can delete them per invoice item and not select which aggregated product can be deleted from the invoice item.

Cases Where Invoice Items Cannot be Removed

In this section, you can find certain cases where warning messages inform you that the deletion of one or more invoice items is not possible. These cases are the following:

You have not de-assigned the credit invoice from the debit invoice: In this case, you can open the credit invoice and view it, but when you select one or more invoice items for removal, then you are not able to continue further, while a pop-up message is displayed with the message:
You have selected to remove all invoice items from a manually created invoice that is not assigned on a debit invoice: In this case, the following pop-up message is displayed informing you that you cannot delete all invoice items since you have to either keep one invoice item(3rd Requirement) or cancel the entire invoice. As a result, no changes or deletions are applied to the invoice.
You have selected an invoice that has been created by the system (automatically): In this case, you are not able to see the checkboxes and the "Delete" button.

Table of Contents

Locating the Invoice Before the Removal of an Item

Removing an Invoice Item

Cases Where Invoice Items Cannot be Removed

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