Invoice Line Item - New/Edit

Invoice concepts

Invoices are the statements that document your payment requests against your customers, relating to a sale transaction and indicating the involved products and prices.

For every generated invoice and its invoice line items, JustOn Billing & Invoice Management stores records in the database of the Salesforce Platform. These records are the single source of truth – they hold all legally relevant information. See the PDF files, which are produced by default, merely as readable images of this data.

Invoice line items represent the product information of billable items in an invoice.

Creating invoice line item

There are several ways for creating invoice line items:

• automatically from corresponding subscription items (see Managing Subscription Items) or, if set up accordingly, custom objects (see Billing Arbitrary Objects) during an invoice run
• manually from scratch
• manually cloning an existing invoice line item
• manually based on products kept in Salesforce pricebooks

To manually add an invoice line item to a draft invoice from scratch or to modify invoice line item data in a draft invoice:

1. Open the invoice you want to modify.
2. Open the Invoice Line Items list.
3. To create a new invoice line item, click New.
4. To modify an invoice line item, click Edit in the row of the invoice line item you want to modify.

5. Specify the information as required.

   The mandatory information include the product title, unit price, quantity and tax rate.

6. Click Save.

   This saves the new or modified invoice line item.

Related information:

Editing Invoices