Invoice Line Items
You can also see the Invoice Line Items related list under Invoice. Each Invoice Line Item represents the purchased product and its price. Invoice Line Items together form an Invoice. There is a one-to-one mapping between billing schedules and invoice line items. For example, if the Invoice Run job fetches the billing schedules:
- BS-00000048
- BS-00000051
And creates following invoice line items:
- II-0000000080
- II-0000000081
The invoice line item II-0000000080 is mapped to BS-00000048.
The field Actual Usage Quantity on the Invoice Line Items related list shows the actual usage quantity for the invoice line items with a usage asset line item. The data for this field is sourced from the Quantity field on the Usage Schedule record.
If finance operations administrator has configured invoice fee types for the account, Conga Billing generates additional invoice line items for each invoice fee type associated with the account, during invoice generation. For example, if there are three invoice fee types associated with the account, Conga Billing creates three invoice line items during invoice generation.
You can create a manual credit memo for the additional invoice line items. You can split the invoice that has additional invoice line items. You can perform all actions (such as Approve, Cancel) that are available after the invoice generation, on the additional invoice line items also.
Click Invoice Line Item Id to open the Invoice Line Item Detail page.
Let us understand what each of the fields on Invoice Line Item Detail means,
|
Field |
Description |
|---|---|
|
Line Item ID |
ID of the invoice line item. |
Category | The category associated with the item. |
Start Date | Item start date. |
End date | Item end date. |
Quantity | The quantity of the item for the billing period. Note: For standalone products, the Quantity on the Invoice Line Item object is populated from the Billing Schedule. |
Amount | The fee amount. |
Actual Usage Quantity | The actual consumed quantity for the billing period. Note: For usage products only, actual usage quantity on the Invoice Line Item object is populated from Usage Schedule record.. |
Invoice | ID of the associated invoice. |
Type | The invoice line item type. |
Asset Line Item | ID of the associated asst line item. |
Billing Schedule | ID of the associated billing schedule. |
Status | The status of the line item. |
|
Taxable |
Indicates if the purchase represented by the line item is taxable. |
|
Tax Amount |
The amount of tax on the purchase associated with an individual invoice line item. This amount is aggregated to show the Total Tax Amount on the Invoice. |
|
Location |
The location of the associated Account. |
|
Tax Inclusive |
Indicates if the fee includes a tax amount. |
|
Line Item Id |
A unique number for each Invoice Line Item identification. |
|
Invoice |
ID which this invoice line item is a part of. |
Invoice Line Item contains Bill To Address, Ship To Address, and Sold To Address details.
- Bill To Address: The Billing Address of the parent invoice is used as the Bill To Address for the invoice line item.
- Ship To Address: Refer to the following table to determine which address is used as the Shipping Address of the Invoice Line Item.
Account
Type of Address
Address Present?
Outcome
Ship To Account
Shipping Address
Is Present
Used as the Shipping Address of the Invoice Line Item
Not Present
Checks for Billing Address
Billing Address
Is Present
Used as the Shipping Address of the Invoice Line Item
Not Present
Shipping Address of the Invoice Line Item is left blank
- Sold To Address: The Sold To account mentioned in the Invoice is used as the Sold To account of the Invoice Line Item. The Billing Address of the Sold To account is used as the Sold To address for the invoice line item. It is left blank if there is no Billing Address with the Sold To account or there is no account mentioned in the Sold To field.Note: An Address is not considered valid if the Street field is missing in the address.
