How to control the invoice service period?
← Billing & Invoice Management FAQ
JustOn Billing & Invoice Management automatically determines the service period of an invoice based on various conditions:
Generally, the earliest service period start date of all included invoice line items defines the service period start of the invoice. Consequently, the latest service period end date of all included invoice line items defines the service period end of the invoice.
Invoice Service Period | Condition |
---|---|
Start | The earliest (minimum) service period start date of all invoice line items. |
End | The latest (maximum) service period end date of all invoice line items. |
The dates are recalculated when invoice line items are inserted, updated or deleted. Empty date fields on line items are ignored.
If set, the subscription end date forces the service period end of the invoice.
With respect to invoice line items, the billing type of the item usually determines how the service period is calculated.
Item Billing Type | Service Period Start/Service Period End |
---|---|
One-Time/Recurring | The start date/end date of the invoice run period. The start date/end date of the item controls whether it is subject to the invoice run, see Start Date and End Date | Subscription. |
Recurring with Billing Factor | Start date: Next Service Period Start End date: Next Service Period Start + Billing Period - 1 day |
Transactional | Start date: earliest (minimum) service period start date of the transactions End date: latest (maximum) service period end date of the transactions |
For recurring items, the start date and end date set as the invoice run period usually represent their service period. If, however, JustOn determines a billing factor (as given by a billing period and a billing unit), the service period start of the invoice line item is set using the subscription item's Next Service Period Start
field. The service period end is then calculated as follows: Next Service Period Start
+ Billing Period
- 1 day
.
If Next Service Period Start
is not set, JustOn uses the invoice run start date instead.
Other settings that force an item's service period end include:
- the subscription item's activation end date, and
- the end date of the last price tier defined for the subscription item.
Using the custom placeholders ServicePeriodStart
and ServicePeriodEnd
, you can display the items' service period in the invoice PDF. For details, see Adjusting Invoice Line Item Table.