Invoice Line Items
An invoice line item (ILI) is a record within an invoice that represents a specific product or service purchased, along with its price and other relevant details. Each line item is uniquely identified by a reference number (e.g., ILI-000000816) and captures all financial, product, and customer information associated with a single billed item. Multiple invoice line items together make up the full invoice, allowing you to see a breakdown of all charges for a billing period.
Invoice Line Item Details
The ILI detail page provides a comprehensive view of an individual invoice line item within the billing system. It is divided into two main areas: the header summary bar (banner) at the top and the details panel below it.
| Header Element | Description |
|---|---|
| ILI Number + Status Badge | Displays the ILI identifier (ILI-000006406) alongside a colored status badge ("Approved" in green, "Pending" in yellow, "Canceled" in red, and "Draft" in black/dark gray). |
| Product | The product associated with this line item. |
| Bill To | The billing account receiving this invoice. |
| Created Date | The date the record was created in the system. |
| Total Amount | The monetary value of this line item (for example, $100.00). |
Below the header, the Details tab contains five collapsible sections: Key Record Information, Customer Information, Product Information, Revenue information, and User Details. Click the arrow icon next to each section title to expand or collapse it.
| Field | Description |
|---|---|
| Invoice Number | The parent invoice number this line item belongs to. Used to trace back to the full invoice. |
| Name | The unique system-generated identifier for this Invoice Line Item record. |
| Status | Current lifecycle status of the ILI. Common values: Draft, Pending, Approved, Canceled. |
| Start Date | The date from which the billing period for this line item begins. |
| End Date | The date on which the billing period for this line item ends. |
| External ID | An optional reference ID from an external system. |
| Bill To | The account that will be charged for this line item. Links to the customer account record. |
| Bill To Location | The specific billing address location within the account. |
| Ship To | The account to which goods or services are delivered. Often the same as Bill To. |
| Ship To Location | The specific shipping address location. |
| Product | The name of the product or service being billed on this line item. This corresponds to a product record in the product configuration. |
| Contracted | The status of the billing header to determine whether the billing header (and its associated billing schedule records) are eligible for invoicing. Only billing headers marked as Contracted = True are picked up for invoicing; those marked as Informational are not invoiced. |
| Quantity | The number of units of the product being billed. Used in conjunction with the fee amount to calculate the total. |
| Payment Term | Specifies the payment terms applicable to this line item (e.g., Net 30, Net 60). A dash (-) indicates that no specific payment term has been assigned. |
| Currency | The currency in which all monetary values on this line item are expressed. Determined by the billing account or contract configuration. |
| Fee Amount | The base charge for the product or service before any adjustments or taxes are applied. |
| Adjustments | Any credits, discounts, or surcharges applied to the base fee amount. A value of $0.00 means no adjustments have been made. |
| Sub Total | The sum of the Fee Amount and Adjustments. Represents the net charge before tax is added. |
| Tax | The tax amount calculated on the Sub Total. A value of $0.00 indicates either no applicable tax or a tax-exempt status. |
| Total Amount | The final payable amount, calculated as Sub Total + Tax. This value is also displayed in the page header for quick reference. |
Invoice Line Item Related Tab
The Related tab on the Invoice Line Item detail page aggregates all records that are directly associated with a specific invoice line item. It serves as a reference point for finance administrators and billing users to view and navigate the supporting data that underpins a single line on an invoice, without leaving the Invoice Line Item record.
The Invoice Line Item Tax Breakup is available on the Invoice Line Item detail page under the Related tab. It displays the individual tax components applied to the invoice line item and supports the following:
- Default record display: Up to five tax breakup records are shown by default.
- View all records: Select View All to display all tax breakup records associated with the invoice line item.
- Column configuration: Show or hide columns to customize the list view.
- Filtering: Apply filters to narrow the displayed records by specific criteria.