Invoice Criterion
Your business may require to group and distribute invoice line items along a specific criterion – only invoice line items with the same criterion are to be included in one invoice, others are invoiced separately. To support this, JustOn makes use of invoice criteria, which are a means for controlling the distribution of invoice line items to multiple invoices.
Example: Recurring items
The following subscription configuration
| Item | Billing Type | Quantity | Price | Invoice Criterion |
|---|---|---|---|---|
| Fee 1 | Recurring | 2 | 5,00 | A |
| Fee 2 | Recurring | 3 | 7,00 | B |
produces two invoices with the following line items:
(1) invoice for criterion A
| Invoice Line Item | Quantity | Price |
|---|---|---|
| Fee 1 | 2 | 5,00 |
(2) invoice for criterion B
| Invoice Line Item | Quantity | Price |
|---|---|---|
| Fee 2 | 3 | 7,00 |
Example: Transactional items
The following subscription configuration
| Item | Order No. | Billing Type | Quantity | Price |
|---|---|---|---|---|
| Fee 3 | PROD3 | Transactional | 10,00 |
with these custom object records to be matched with the transactional item
| Invoice Criterion | Order No. | Quantity |
|---|---|---|
| A | PROD3 | 3 |
| A | PROD3 | 5 |
| B | PROD3 | 7 |
produces two invoices with the following invoice line items:
(1) invoice for criterion A
| Invoice Line Item | Quantity | Price |
|---|---|---|
| Fee 3 | 8 | 10,00 |
(2) invoice for criterion B
| Invoice Line Item | Quantity | Price |
|---|---|---|
| Fee 3 | 7 | 10,00 |
Example: Generic invoice run
In one generic invoice run, the following custom object records
| Account | Title | Invoice Criterion |
|---|---|---|
| My Company | Product 1 | A |
| My Company | Product 2 | A |
| My Company | Product 3 | B |
produce two invoices with one service period for "My Company" with the following invoice line items:
(1) invoice for criterion A
| Invoice Line Item |
|---|
| Product 1 |
| Product 2 |
(2) invoice for criterion B
| Invoice Line Item |
|---|
| Product 3 |
Note
Be aware that the invoice criterion does not merge subscriptions or combine items of multiple subscriptions on one invoice.
Make sure, in addition, not to confuse the invoice criterion ON_InvoiceCriterion and the item criterion ON_Criterion. They cover different use cases in different contexts. If necessary, the use cases can be combined, though.
Distributing Items to Multiple Invoices when billing subscriptions
Applying Invoice Criterion when billing arbitrary objects