Ever have an instance where you need to remove an included item on an invoice? To help you through the process, please see below for instructions:

First, you will need to select to edit the invoice if you aren't already in the invoice. To do so, navigate to the Payments tab within the case. You will then click on the three dots to the right of the invoice and select Edit invoice:

To remove an included item, while editing the invoice simply click on the trash can to the right of that line item:

It will ask you to confirm and you will select to Delete:

You will then see a new line item showing a credit that will replace what was deleted:

If you would like to delete the credit as well you will click the trash can in the credit line:

If the credit is kept you will also see the credit as part of the total:

Next to the credit line item, you will now see an “Undo” arrow that can be used to reverse the credit and place back the original line item that was removed:

When the undo arrow is selected, a confirmation box will appear with an option to Add back the original line item:

And the original line item is returned:

You will then see that the total is back to the original total amount:

When the invoice is sent to the recipient, they will see the credit in the breakdown on the invoice:

And that credit will also be shown on the SFGAS:

As always, if you have any questions on how to remove or add back included package items to/from an invoice, don’t hesitate to reach out our support team for assistance! You can find us in the chat or send us an email at [email protected]