Invoice
API Name: Invoice__c
The invoice repesents the statements that document payment requests. The object holds the relevant account data and payment information.
| Label | API Name | Type | Description |
|---|---|---|---|
| Invoice No. | Name |
Text | |
| Order Discount | AEDiscount__c |
Percent(15, 3) | The discount in percent to be applied to the total net amount of the invoice. |
| Account Name | AccountName__c |
Text(255) | |
| Account Tax Class | AccountTaxClass__c |
Text(255) | The tax class set for the account. |
| Account | Account__c |
Lookup(Account) | The account that is associated with the invoice. |
| Balance Assignment Key | BalanceAssignmentKey__c |
Text(255) | |
| Balance Difference | BalanceDifference__c |
Currency(16, 2) | The difference between the remaining amount and the balance of the invoice. Negative amounts are considered a payment, positive amounts are considered a payout. |
| Balance | Balance__c |
Currency(16, 2) | The sum of all balances for this invoice. An invoice is considered paid or settled when the balance is zero. |
| Bank Account Owner | BankAccountOwner__c |
Text(255) | The name of the owner of this bank account. |
| Bank Account | BankAccount__c |
Text(34) | The bank account number (IBAN) of the invoice recipient. |
| Bank Code | BankCode__c |
Text(11) | The bank code (BIC) of the invoice recipient. |
| Billing Address | BillingAddress__c |
LongTextArea(32768) | This block will be printed to the invoice (by default at the bottom of the top right header) if the billing address differs from the recipient address. |
| Billing City | BillingCity__c |
Text(40) | The copied city of the billing address, used for the recipient address. |
| Billing Country Code | BillingCountryCode__c |
Text(10) | The copied country code of the billing address, used for the recipient address. |
| Billing Country | BillingCountry__c |
Text(80) | The copied country of the billing address, used for the recipient address. |
| Billing Postal Code | BillingPostalCode__c |
Text(20) | The copied postal code of the billing address, used for the recipient address. |
| Billing State Code | BillingStateCode__c |
Text(10) | The copied state code of the billing address, used for the recipient address. |
| Billing State | BillingState__c |
Text(80) | The copied state of the billing address, used for the recipient address. |
| Billing Street | BillingStreet__c |
Text(255) | The copied street of the billing address, used for the recipient address. |
| Buyer Reference | BuyerReference__c |
Text(255) | An identifier assigned to the recipient used for internal routing purposes. (For example: Leitweg-ID) |
| Cancelation Reason | CancelationReason__c |
Picklist | The reason why this invoice has been canceled. Picklist values: Revocation, Duplicate, Invoice incorrect |
| Canceled with | CanceledWith__c |
Lookup(Invoice__c) | The invoice that reverses this canceled invoice. |
| Class | Class__c |
Text | An automatic classification of the invoice: a positive grand total results in an invoice, a negative grand total results in a credit. |
| Contact Role Criterion | ContactRoleCriterion__c |
Text(255) | Condition for controlling the assignment of JustOn contact roles |
| Contact | Contact__c |
Lookup(Contact) | The primary contact to which this invoice will be sent. Can be overridden by the mailing contact and/or the email contact. |
| Conversion Rate | ConversionRate__c |
Number(13, 5) | The conversion rate applied to this invoice. For advanced currency management, this is the conversion rate at the invoice date. This field is automatically updated every time the invoice changes. |
| Credit Transfer Content Error | CreditTransferContentError__c |
Text(255) | Any error that occured when creating the content for the Credit Transfer QR Code. |
| Credit Transfer Content | CreditTransferContent__c |
Text(255) | The content for the Credit Transfer QR Code. |
| Credit Transfer QR Code | CreditTransferQRCode__c |
Text | The credit transfer QR code can be embedded into the invoice PDF. |
| Date | Date__c |
Date | The date to be printed to the invoice PDF as the invoice date. |
| Days Overdue | DaysOverdue__c |
Number(18, 0) | The number of days by which this invoice is overdue with respect to the next payment due date. |
| Debt Collection Agency | DebtCollectionAgency__c |
Picklist | The name of the debt collection agency for further processing. Picklist values: Default |
| Deferral in Days | DeferralInDays__c |
Number(3, 0) | Deferral in days for the payment due date. This will be reflected in the Next Payment Due Date. |
| Deposit Amount | DepositAmount__c |
Currency(16, 2) | The deposit amount is used at proforma invoices to create a deposit line item. The deposit amout is interpreted as a net value. The deposit amout is preferred over the deposit rate. |
| Deposit Rate | DepositRate__c |
Percent(3, 2) | The deposit rate is used at proforma invoices to create a deposit line item with regard to the total net amount. The deposit amout is preferred over the deposit rate. |
| Direct Debit Mandate Granted | DirectDebitMandateGranted__c |
Date | The date on which the direct debit mandate has been granted. |
| Direct Debit Mandate Reference | DirectDebitMandateReference__c |
Text(35) | Each mandate must contain a unique mandate reference assigned by the creditor. At a maximum length of 35 characters, the number chosen will depend on the capabilities of the mandate database used, and whether the mandates are issued for each contract individually or are instead consolidated per customer. Often, companies use existing customer numbers or contract numbers. Possible characters are A-Z a-z 0-9 / - ? : ( ) . , ‘ + and spaces. |
| Direct Debit Sequence Type | DirectDebitSequenceType__c |
Picklist | First: First direct debit transaction in a series Recurrent: Recurrent direct debit transaction in a series. Picklist values: First, Recurrent |
| Discount Amount | DiscountAmount__c |
Currency(16, 2) | |
| Discount Message | DiscountMessage__c |
LongTextArea(5000) | A text message to be printed to the invoice PDF if a discount is applied. |
| Discount Payment Due Date | DiscountPaymentDueDate__c |
Date | |
| Discount Payment Due | DiscountPaymentDue__c |
Number(3, 0) | The time in days after which the discounted payment is due. |
| Discount Rate | DiscountRate__c |
Percent(2, 1) | The discount rate (percentage value), which is the calculation base for all discount fields. |
| Deprecated | DiscountedNextPaymentDue__c |
Currency(16, 2) | |
| Discounted Grand Total | DiscountedTotalGross__c |
Currency(16, 2) | The grand total after deducting the discount amount. It is automatically calculated. |
| Display Transaction Tables | DisplayTransactionTables__c |
Checkbox | Specifies whether to display the transaction tables on the invoice PDF. |
| Display Type | DisplayType__c |
Text(255) | A type label to be printed to the invoice PDF, like Invoice, Credit Memo. |
| Dunning Level Name | DunningLevelName__c |
Text(255) | The name of the last applied dunning level. |
| Dunning Level | DunningLevel__c |
Number(18, 0) | The dunning level of the invoice, increased by 1 each time a new dunning letter/email is sent. |
| E-Invoice Recipient Legal ID Scheme | EInvoiceBuyerLegalRegIdSchemeId__c |
Text(255) | The codified scheme identifier that indicates the type of the used e-invoice recipient legal identifier, must correspond to the ISO/IEC 6523 identifier scheme code list, like 0002 for SIREN or 0192 for Organisasjonsnummer. |
| E-Invoice Recipient Legal Identifier | EInvoiceBuyerLegalRegId__c |
Text(255) | An identifier issued by an official registration authority that uniquely identifies the e-invoice recipient or buyer as a legal entity. Required in some jurisdictions, like France (SIREN, SIRET) or Norway (Organisasjonsnummer). |
| E-Invoice Distribution Channel | EInvoiceDistributionChannel__c |
Picklist | The distribution channel for the e-invoice. Picklist values: Email, Peppol |
| E-Invoice Error | EInvoiceError__c |
LongTextArea(32768) | Contains details regarding errors during e-invoice generation. |
| E-Invoice Format | EInvoiceFormat__c |
Picklist | Specifies the target format for E-Invoices. Picklist values: Peppol BIS Billing UBL, XRechnung UBL |
| Deprecated | EInvoiceProviderMessages__c |
LongTextArea(32768) | Holds information regarding the status of the E-Invoice in the provider queue. |
| E-Invoice Provider Status | EInvoiceProviderStatus__c |
Picklist | Reports the lifecycle of the E-Invoice with the provider. Picklist values: Queued, Validation Error, Conversion Error, Send Error, Sent, Receiver Error, Received |
| E-Invoice Recipient Address | EInvoiceRecipientAddress__c |
Text(255) | The electronic recipient address to which an e-invoice should be delivered. |
| E-Invoice Recipient Scheme Id | EInvoiceRecipientSchemeId__c |
Text(255) | The identification scheme identifier for the recipient address. |
| E-Invoice Status | EInvoiceStatus__c |
Picklist | The status of the E-Invoice. Picklist values: Not Created, Validation Error, Created, Created With Warnings, Distribution Error, In Peppol Queue |
| Email BCC | EmailBCC__c |
LongTextArea(1000) | Comma-separated list of email addresses that will receive the invoice PDF as BCC (blind carbon copy). |
| Email Contact | EmailContact__c |
Lookup(Contact) | The contact that provides the primary email address. The email address will be copied from the contact when the invoice is created or when the contact is changed. |
| Email Error | EmailError__c |
LongTextArea(32768) | Displays error messages that occurred during mass mailing. Only valid if the email status is set to Error. |
| Email First Name | EmailFirstName__c |
Text(40) | |
| Email CC | EmailInvoiceCc__c |
LongTextArea(1000) | Comma-separated list of email addresses that will receive the invoice PDF as CC (carbon copy). |
| Email Invoice | EmailInvoice__c |
Checkbox | Determines whether this invoice is to be sent via email. |
| Email Last Name | EmailLastName__c |
Text(80) | |
| Email Salutation | EmailSalutation__c |
Text(20) | |
| Email Status | EmailStatus__c |
Picklist | The status of the email for this invoice. Picklist values: Unsent, Queued, Sent, Error |
Email__c |
The primary email address to which this invoice is to be sent. It is copied from the email contact only when the invoice is created. | ||
| Expected Dunning Fee | ExpectedDunningFee__c |
Currency(16, 2) | The cumulative amount of all dunning fees for this invoice. This field is used when dunning fee balances are disabled. |
| Expected Dunning Late Fee | ExpectedDunningLateFee__c |
Currency(16, 2) | The amount of the dunning late fee for this invoice. This field is used when dunning fee balances are disabled. |
| Exported (Deprecated) | Exported__c |
Text(255) | This has been used to mark invoices as exported. Used up to release 2.62. This is left here to stay backwards compatible. See the releated list 'Invoice Export Histories'. |
| Final Invoice | FinalInvoice__c |
Lookup(Invoice__c) | Indicates the associated final invoice. Is automatically set after generating the final invoice. |
| Footer | Footer__c |
LongTextArea(32768) | A long text area for a footer. |
| Grand Total | GrandTotal__c |
SUM(InvoiceLineItem__c.PosTotalGross__c) | The total gross amount of the invoice. Includes shipping and handling. |
| Deprecated | GrossInvoice__c |
Checkbox | Controls whether this invoice is considered a gross invoice. If checked, all invoice prices are calculated from gross values. If unchecked, all invoice prices are calculated from net values. |
| Header | Header__c |
LongTextArea(32768) | The header area as copied from the invoice template. |
| IVA Balance Difference | IVABalanceDifference__c |
Currency(16, 2) | The difference between the current invoice balance and the last invoice balance when the IVA booking detail was set. (For internal use only) |
| IVA Balance | IVABalance__c |
Currency(16, 2) | The invoice balance when the IVA percentage changed for the last time. (For internal use only) |
| Current IVA Percentage | IVAPercentage__c |
Percent(13, 5) | The current percentage of the IVA (Individual Value Adjustment) booking detail. |
| Info Left | InfoLeft__c |
LongTextArea(32768) | Left part of the information block above the invoice text. Copied from the template. |
| Info Right | InfoRight__c |
LongTextArea(32768) | Right part of the information block above the invoice text. Copied from the template. |
| Installment Type | InstallmentType__c |
Picklist | The name of the installment (custom setting). Picklist values: Default |
| Deprecated | Installment__c |
Currency(16, 2) | Deprecated |
| Installments Text | InstallmentsText__c |
LongTextArea(32768) | The text that is printed to the invoice above the installment table. It is pre-filled from the same field of the template. |
| Invoice Run | InvoiceRun__c |
Lookup(InvoiceRun__c) | The invoice run that created the invoice. |
| Last Dunning Date | LastDunningDate__c |
Date | The date on which a dunning letter/email has last been created/sent. |
| Last Dunning | LastDunning__c |
Lookup(Dunning__c) | The last created dunning. |
| Last IVA Date | LastIVADate__c |
Date | The date on which the IVA percentage changed for the last time. |
| Last Payment Instrument | LastPaymentInstrument__c |
Lookup(PaymentInstrument__c) | The payment instrument which has been used recently for this invoice. |
| Mailing City | MailingCity__c |
Text(40) | The city of the mailing address of the associated contact. |
| Mailing Country | MailingCountry__c |
Text(80) | The country of the mailing address of the associated contact. |
| Mailing First Name | MailingFirstName__c |
Text(40) | |
| Mailing Last Name | MailingLastName__c |
Text(80) | |
| Mailing Postal Code | MailingPostalCode__c |
Text(20) | The postal code of the mailing address of the associated contact. |
| Mailing Salutation | MailingSalutation__c |
Text(20) | |
| Mailing State | MailingState__c |
Text(80) | The state of the mailing address of the associated contact. |
| Mailing Street | MailingStreet__c |
Text(255) | The street of the mailing address of the associated contact. |
| Next Payment Due Date | NextPaymentDueDate__c |
Date | The date on which the full payment amount or the next installment is due to be received or refunded. |
| Next Payment Due | NextPaymentDue__c |
Currency(16, 2) | The amount that is expected to be received or refunded on the next payment due date. |
| Outstanding Invoices Text | OutstandingInvoicesText__c |
LongTextArea(32768) | The text to be displayed above the outstanding invoices table on the invoice PDF. |
PDF__c |
Url | The link to the invoice PDF. | |
| Page Header | PageHeader__c |
LongTextArea(32768) | This block defines the page header of the invoice PDF. Copied from the template. |
| Payment Cycle Period | PaymentCyclePeriod__c |
Picklist | Defines the interval (time in months) between two installments. Picklist values: 1, 3 |
| Payment Cycles | PaymentCycles__c |
Number(2, 0) | The number of staged payments into which the invoice amount is divided. For example, a yearly invoice is divided in 12 monthly payments. |
| Payment Date | PaymentDate__c |
Date | The date on which the payment for this invoice has been received completely. |
| Payment Due Condition | PaymentDueCondition__c |
Picklist | The condition for the calculation of the payment due days. Its format is: xd EoM yth: x = add x days, EoM = end of month, yth = the y day of the month. Picklist values: EoM, EoM 15 |
| Payment Due Date | PaymentDueDate__c |
Date | |
| Payment Due | PaymentDue__c |
Number(3, 0) | |
| Payment Info | PaymentInfo__c |
LongTextArea(32768) | The specific payment information for the selected payment method of the invoice. |
| Payment Method | PaymentMethod__c |
Picklist | Picklist values: Bank Transfer, Cash, Direct Debit, Online Payment |
| Payment Page URL Error | PaymentPageUrlError__c |
LongTextArea(4096) | Shows errors produced when creating the payment page URL |
| Payment Page URL QR Code | PaymentPageUrlQrCode__c |
Text | QR code containing the link to the payment page URL. |
| Payment Page URL | PaymentPageUrl__c |
Url | Specifies the link to the payment page exposed by JustOn Cash Management |
| Payment Reference | PaymentReference__c |
LongTextArea(8192) | Specifies the reference to be used for payments. Establishes a link between the payment and the Invoice. |
| Predefined Center Split | PredefinedCenterSplit__c |
LongTextArea(32768) | Contains an optional center split configuration in JSON format: Defines how revenue booking details of this invoice are split automatically during finalize. |
| Mailing Contact | PrintContact__c |
Lookup(Contact) | The contact that provides the mailing address. The mailing address will be copied from the contact when the invoice is created or when the contact is changed. |
| Print Invoice | PrintInvoice__c |
Checkbox | Determines whether this invoice is to be printed. |
| Purchase Order No. | PurchaseOrderNo__c |
Text(255) | Contains additional information about the order, usually given by the buyer. |
| Recipient Address | RecipientAddress__c |
LongTextArea(32768) | Address information of the invoice recipient. |
| Region | Region__c |
Text(255) | The economic region, e.g., EU, EMEA. |
| Related With | RelatedInvoice__c |
Lookup(Invoice__c) | Links to the related invoice (source invoice for credit memo or proforma invoice). |
| Remaining Amount (net) | RemainingAmountNet__c |
Currency(16, 2) | The sum of all initial invoice line items minus paid sub invoices, excluding taxes. |
| Remaining Amount (tax) | RemainingAmountTax__c |
Currency(16, 2) | The tax on the remaining amount. |
| Remaining Amount | RemainingAmount__c |
Currency(16, 2) | The sum of all initial invoice line items minus paid sub invoices. |
| Reverse Charge Text | ReverseChargeText__c |
LongTextArea(4096) | Specifies an optional reverse charge text to be printed below text 3. This is only visible when the invoice field ShowReverseCharge__c is true. |
| Review | Review__c |
Picklist | Determines whether an invoice needs to be reviewed. The picklist holds a list of review reasons. Picklist values: Review |
| Scope | Scope__c |
Text(255) | A UUID for grouping invoices without invoice run. |
| Seller Id | SellerId__c |
Text(255) | Contains a identifier of the seller, usually given by the buyer. |
| Sender Address | SenderAddress__c |
Text(255) | The sender address to be printed to the invoice PDF above the recipient address. |
| Sepa Validation Error | SepaPaymentError__c |
Text(255) | Contains a list of SEPA-related fields that are not valid and prevent the invoice from being exported as SEPA XML. |
| Service Period End | ServicePeriodEnd__c |
Date | The end date of the service period. |
| Service Period Start | ServicePeriodStart__c |
Date | The start date of the service period. |
| Shipping City | ShippingCity__c |
Text(40) | The city of the shipping address as copied from the related account. |
| Shipping Country Code | ShippingCountryCode__c |
Text(10) | The country code of the shipping address as copied from the related account. |
| Shipping Country | ShippingCountry__c |
Text(80) | The country of the shipping address as copied from the related account. |
| Shipping Postal Code | ShippingPostalCode__c |
Text(20) | The postal code of the shipping address as copied from the related account. |
| Shipping State Code | ShippingStateCode__c |
Text(10) | The state code of the shipping address as copied from the related account. |
| Shipping State | ShippingState__c |
Text(80) | The state of the shipping address as copied from the related account. |
| Shipping Street | ShippingStreet__c |
Text(255) | The street of the shipping address as copied from the related account. |
| Status | Status__c |
Picklist | The main invoice status, either Draft, Open, Paid or Settled. Picklist values: Draft, Open, Paid, Settled, Canceled, Closed, Pre-Draft, Pre-Open |
| Sub Invoice Assignment Key | SubInvoiceAssignmentKey__c |
Text(255) | A unique key used to associate sub invoices with the intended final invoice. |
| Sub Invoice Payment Taxes | SubInvoicePaymentTaxes__c |
Currency(16, 2) | The total tax amount from paid sub invoices |
| Sub Invoice Payments | SubInvoicePayments__c |
Currency(16, 2) | The sum of payments received for involved sub invoices. |
| Subscription | Subscription__c |
Lookup(Subscription__c) | The subscription based on which this invoice has been created. |
| External Tax Provider Error | TaxError__c |
Text(255) | Contains error messages that happened during communication with the external tax provider. |
| External Tax Status | TaxStatus__c |
Picklist | The status of the external tax provider. Picklist values: Draft, Final, Skip |
| Template | Template__c |
Lookup(Template__c) | The template that is used to render this invoice. |
| Business Entity | Tenant__c |
Text(255) | The business entity to which the invoice relates. |
| Text 1 | Text1__c |
LongTextArea(32768) | The text that is printed to the invoice as an introduction. It is pre-filled from the same field of the template. |
| Text 2 | Text2__c |
LongTextArea(32768) | The text that is printed to the invoice below the detail table. It is pre-filled from the same field of the template. |
| Text 3 | Text3__c |
LongTextArea(32768) | A third text block that can be printed to the invoice above or below the detail table, copied from the same field of the template. |
| Times Exported | TimesExported__c |
COUNT() | Holds the number of times, this invoice has been exported. Can be used in list view filters and reports. |
| Total (net) | TotalNet__c |
SUM(InvoiceLineItem__c.PosTotalNet__c) | The total net amount of the invoice before taxes. Includes shipping and handling. |
| Total (tax) | TotalTax__c |
SUM(InvoiceLineItem__c.PosTotalTax__c) | |
| Type | Type__c |
Picklist | Picklist values: Proforma, Deposit, Final, Progress, Partial |
| UUID | UUID__c |
Text(255) | |
| VAT Breakdown | VATBreakdown__c |
LongTextArea(8192) | Contains a JSON of the tax breakdown table. |