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Invoice Criterion

← Billing Automation

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