InvoiceItem
An invoice item is an individual line item in an invoice. Invoice items are charges, such as a monthly recurring charge.
Use the InvoiceItem object to manage charges in an Invoice object.
Supported calls
You can use this object with the following call:
Walkthroughs and use cases
Here are some common ways to use this object:
- Apply a discount to an invoice item
- Change the taxes for an invoice item
You don't typically use this object itself to perform actions. Instead, you use this object with another object, such as the InvoiceItemAdjustment object.
Field Descriptions
All field names are case sensitive. Check enumerated values in descriptions to confirm capitalization and spacing. See Field Types for additional information.
Name | Required to Create? |
Allowed Operations |
Description |
---|---|---|---|
AccountingCode |
optional |
Query |
The accounting code for the item's charge. Accounting codes group transactions that contain similar accounting attributes. Type: string Character limit: 100 Version notes: -- Values: inherited from |
AppliedToChargeNumber |
optional | This field is only used for subscription previews. |
The charge number that the discount charge is applied to. This field is only for the invoice items that are discount charges. Note:
Type: zns:ID Character limit: 32 Version notes: WSDL 80.0+ Values: inherited from |
AppliedToInvoiceItemId |
optional |
Query |
Associates a discount invoice item to a specific invoice item. Type: zns:ID Character limit: 32 Version notes: WSDL 43.0+ Values: inherited from |
ChargeAmount |
optional |
Query |
The amount being charged for the invoice item. This amount doesn't include taxes regardless if the charge's tax mode is inclusive or exclusive. Type: decimal (currency) Character limit: Version notes: type is double for WSDL 18.0 and older Values: automatically calculated from multiple fields in multiple objects |
ChargeDate |
optional |
Query |
The date when the Invoice Item is created . Type: dateTime Character limit: 29 Version notes: -- Values: automatically generated |
ChargeDescription |
optional |
Query |
A description of the invoice item's charge. Type: string Character limit: 500 Version notes: -- Values: inherited from |
ChargeId |
optional |
Query |
The original ID of the rate plan charge that is associated with this invoice item upon object creation. Type: zns:ID Character limit: 32 Version notes: WSDL 59.0+ Values: inherited from |
ChargeName |
optional |
Query |
The name of the invoice item's charge. Type: string Character limit: 50 Version notes: -- Values: inherited from |
ChargeNumber |
optional |
Query |
The unique identifier of the invoice item's charge. Type: string Character limit: 50 Version notes: -- Values: inherited from |
CreatedById | optional |
Query |
The user ID of the person who created the invoice item. Type: zns:ID Character limit: 32 Version notes: WSDL 20.0+ Values: automatically generated |
CreatedDate | optional |
Query |
The date the invoice item was created. Type: dateTime Character limit: 29 Version notes: WSDL 20.0+ Values: automatically generated |
ExcludeItemBillingFromRevenueAccounting |
optional |
Create |
Indicates whether the billing item is to be excluded from revenue accounting. Type: boolean Character limit: 100 Version notes: WSDL 116.0+ Values: automatically generated from one of the following: Note: This field is only available if you have the Billing - Revenue Integration feature enabled. |
Id | optional | Query Filter |
The ID of this object. Upon creation, the ID of this object is Type: zns:ID Character limit: 32 Version notes: -- Values: automatically generated |
InvoiceId | optional |
Query |
The ID of the invoice that's associated with this invoice item. Type: zns:ID Character limit: 32 Version notes: -- Values: inherited from |
ProcessingType |
optional |
Query |
Identifies the kind of charge where 0 is a charge, 1 is a discount, 2 is a prepayment, and 3 is a tax. The returned value is text not decimal on data sources.
Type: decimal Character limit: Version notes: -- Values:
|
ProductDescription |
optional |
Query |
A description of the product associated with this invoice item. Type: string Character limit: 500 Version notes: -- Values: inherited from Note: This value changes if Product.Description is updated. The values of UpdatedById and UpdatedDate for the InvoiceItem do not change when Product.Description is updated. |
ProductId
|
optional |
Query |
The ID of the product associated with this invoice item. Type: zns:ID Character limit: 32 Version notes: -- Values: inherited from |
ProductName |
optional |
Query |
The name of the product associated with this invoice item. Type: string Character limit: 255 Version notes: -- Values: inherited from Note: This value changes if Product.Name is updated. The values of UpdatedById and UpdatedDate for the InvoiceItem do not change when Product.Name is updated. |
ProductRatePlanChargeId | optional | N/A |
The ID of the rate plan charge that's associated with this invoice item. Type: zns:ID Character limit: 32 Version notes: -- Values: inherited from query() for this field. Only the subscribe() preview and the amend() preview calls will return the value of this field in the response. |
Quantity
|
optional |
Query |
The number of units for this invoice item. Type: decimal Character limit: Version notes: type is double for WSDL 18.0 and older Values: inherited from |
RatePlanChargeId |
optional |
Query |
The ID of the rate plan charge that's associated with this invoice item. Type: zns:ID Character limit: 32 Version notes: -- Values: inherited from |
RevRecCode |
optional |
Query |
Associates this invoice item with a specific revenue recognition code. Type: zns:ID Character limit: 32 Version notes: -- Values: inherited from |
RevRecStartDate |
optional |
Query |
The date when revenue recognition is triggered. Type:
Character limit: 29 Version notes: Values: generated from |
RevRecTriggerCondition |
optional |
Query |
Specifies when revenue recognition begins based on a triggering event. Type: string Character limit: Version notes: Values: inherited from |
ServiceEndDate |
optional |
Query |
The end date of the service period associated with this invoice item. Service ends one second before the date in this value. Type:
Character limit: 29 Version notes: Values: automatically generated |
ServiceStartDate |
optional |
Query |
The start date of the service period associated with this invoice item. If the associated charge is a one-time fee, then this date is the date of that charge. Type:
Character limit: 29 Version notes: Values: automatically generated |
SKU |
optional |
Query |
The unique SKU for the product associated with this invoice item. Type: string Character limit: 255 Version notes: Values: inherited from |
SourceItemType |
optional |
Query |
The type of the source item. Type: string (enum) Character limit: 16 Version notes: WSDL 118.0+ Values: |
SubscriptionId |
optional |
Query |
The ID of the subscription associated with the invoice item. Type: zns:ID Character limit: 32 Version notes: -- Values: inherited from |
SubscriptionNumber |
optional |
Query |
The number or the name of the subscription associated with the invoice item. Type: string Character limit: Version notes: -- Values: |
TaxAmount |
optional |
Query |
The amount of tax applied to the invoice item's charge. Type: decimal Character limit: Version notes: Requires Z-Tax or Avalara, WSDL 20.0+ Values: calculated from multiple fields in the ProductRatePlanCharge object |
TaxCode |
optional |
Query |
Specifies the tax code for taxation rules. Type: string Character limit: 6 Version notes: Requires Z-Tax or Avalara, WSDL 20.0+ Values: inherited from |
TaxExemptAmount |
optional |
Query |
The amount of the invoice item's charge that's tax exempt. Type: decimal (currency) Character limit: Version notes: Requires Z-Tax or Avalara, WSDL 20.0+ Values: calculated from multiple fields in the ProductRatePlanCharge object |
TaxMode |
optional |
Query |
The tax mode of the invoice item. Type: string Character limit: 12 Version notes: Requires Z-Tax or Avalara, WSDL 58.0+ Values: |
UnitPrice |
optional |
Query |
The per-unit price of the invoice item. Type: decimal (currency) Character limit: Version notes: type is double for WSDL 18.0 and older Values: calculated from multiple fields in ProductRatePlanCharge and ProductRatePlanChargeTier objets |
UOM | optional |
Query |
Specifies the units to measure usage. Units of measure are configured in the web-based UI: Z-Billing > Settings Type: string Character limit: Version notes: -- Values: inherited from |
UpdatedById | optional |
Query |
The ID of the user who last updated the invoice item. Type: zns:ID Character limit: 32 Version notes: -- Values: automatically generated |
UpdatedDate | optional |
Query |
The date when the invoice item was last updated. Type: dateTime Character limit: 29 Version notes: -- Values: automatically generated |
Additional Field Detail
ChargeId
The ID of the rate plan charge that is associated with this invoice item upon object creation. When an InvoiceItem object is created, the object reference ID of its associated RatePlanCharge object is stored in both ChargeId and RatePlanChargeId fields.
When an amendment is performed, the value of RatePlanChargeId
can change to point to a different RatePlanCharge object. ChargeId
is protected from changes by amendments, and will always refer to the original RatePlanCharge object.
Zuora recommends that you use ChargeId instead of RatePlanChargeId when obtaining charge data from InvoiceItem.
Id
The ID of this object. Every object has a unique identifier that Zuora automatically assigns upon creation. You use this ID later when you work with the object. For example, if you send an amend()
call to modify an existing subscription, then you need to include the specific Subscription object's ID with the call.
The ID for the InvoiceItem object is InvoiceItemId
.