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InvoiceItem

Zuora

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
Filter

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
RatePlanCharge.AccountingCode

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:

  • You can preview a subscription when you:
    • Create a new subscription with a subscribe() call
    • Create an Add Product amendment with an amend() call.

    This field will be returned in the response if you specify the charge number in the rate plan charges in the request.

  • When you preview a subscription with an amend() call, this field will be returned in the response if the preview type is:
    • InvoiceItem
    • InvoiceItemChargeMetrics 

Type: zns:ID

Character limit: 32

Version notes: WSDL 80.0+

Values: inherited from RatePlanCharge.ChargeNumber for the charge associated with the invoice item that the discount charge is applied to

AppliedToInvoiceItemId

optional

Query
Filter

Associates a discount invoice item to a specific invoice item.

Type: zns:ID

Character limit: 32

Version notes: WSDL 43.0+

Values: inherited from InvoiceItem.Id for the invoice item that the discount charge is applied to

ChargeAmount

optional

Query
Filter

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
Filter

The date when the Invoice Item is created .

Type: dateTime

Character limit: 29

Version notes: --

Values: automatically generated

ChargeDescription

optional

Query
Filter

A description of the invoice item's charge.

Type: string

Character limit: 500

Version notes: --

Values: inherited from
RatePlanCharge.Description

ChargeId

optional

Query
Filter

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
RatePlanCharge.Id

ChargeName

optional

Query
Filter

The name of the invoice item's charge.

Type: string

Character limit: 50

Version notes: --

Values: inherited from
RatePlanCharge.Name

ChargeNumber

optional

Query
Filter

The unique identifier of the invoice item's charge.

Type: string

Character limit: 50

Version notes: --

Values: inherited from RatePlanCharge.ChargeNumber

CreatedById optional

Query
Filter

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
Filter

The date the invoice item was created.

Type: dateTime

Character limit: 29

Version notes: WSDL 20.0+

Values: automatically generated

ExcludeItemBillingFromRevenueAccounting

optional

Create
Query
Update

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: TrueFalse (default)

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 InvoiceItemId.

Type: zns:ID

Character limit: 32

Version notes: --

Values: automatically generated

InvoiceId optional

Query
Filter

The ID of the invoice that's associated with this invoice item.

Type: zns:ID

Character limit: 32

Version notes: --

Values: inherited from
Invoice.Id

ProcessingType

optional

Query
Filter

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: 

  • 0: charge
  • 1: discount
  • 2: prepayment
  • 3: tax

ProductDescription

optional

Query
Filter

A description of the product associated with this invoice item.

Type: string

Character limit: 500

Version notes: --

Values: inherited from
Product.Description

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
Filter

The ID of the product associated with this invoice item.

Type: zns:ID

Character limit: 32

Version notes: --

Values: inherited from
Product.Id

ProductName

optional

Query
Filter

The name of the product associated with this invoice item.

Type: string

Character limit: 255

Version notes: --

Values: inherited from Product.Name

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
ProductRatePlanCharge.Id

You cannot 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
Filter

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
RatePlanCharge.Quantity

RatePlanChargeId

optional

Query
Filter

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
RatePlanCharge.Id

RevRecCode

optional

Query
Filter

Associates this invoice item with a specific revenue recognition code.

Type: zns:ID

Character limit: 32

Version notes: --

Values: inherited from
ProductRatePlanCharge.RevRecCode

RevRecStartDate

optional

Query
Filter

The date when revenue recognition is triggered.

Type

  • date: Supported as of WSDL version 69+
  • dateTime: Supported through WSDL version 68

Character limit: 29

Version notes

Values: generated from
InvoiceItem.RevRecTriggerCondition

RevRecTriggerCondition

optional

Query
Filter

Specifies when revenue recognition begins based on a triggering event.

Type: string

Character limit

Version notes

Values: inherited from
ProductRatePlanCharge.RevRecTriggerCondition

ServiceEndDate

optional

Query
Filter

The end date of the service period associated with this invoice item. Service ends one second before the date in this value.

Type

  • date: Supported as of WSDL version 69+
  • dateTime: Supported through WSDL version 68

Character limit: 29

Version notes

Values: automatically generated

ServiceStartDate

optional

Query
Filter

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

  • date: Supported as of WSDL version 69+
  • dateTime: Supported through WSDL version 68

Character limit: 29

Version notes

Values: automatically generated

SKU

optional

Query
Filter

The unique SKU for the product associated with this invoice item.

Type: string

Character limit: 255

Version notes

Values: inherited from Product.SKU

SourceItemType

optional

Query
Filter

The type of the source item.

Type: string (enum)

Character limit: 16

Version notes: WSDL 118.0+

Values: SubscriptionComponent, Rounding, ProductRatePlanCharge, None, OrderLineItem

SubscriptionId

optional

Query
Filter

The ID of the subscription associated with the invoice item.

Type: zns:ID

Character limit: 32

Version notes: --

Values: inherited from Subscription.Id

SubscriptionNumber

optional

Query
Filter

The number or the name of the subscription associated with the invoice item.

Type: string

Character limit

Version notes: --

Values

TaxAmount

optional

Query
Filter

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
Filter

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
ProductRatePlanCharge.TaxCode

TaxExemptAmount

optional

Query
Filter

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
Filter

The tax mode of the invoice item.

Type: string

Character limit: 12

Version notes: Requires Z-Tax or Avalara, WSDL 58.0+

ValuesTaxExclusive, TaxInclusive

UnitPrice

optional

Query
Filter

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
Filter

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
ProductRatePlanCharge.UOM

UpdatedById optional

Query
Filter

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
Filter

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.