Invoice Line Items
Invoice line items represent the individual billable positions of an invoice. Usually, they originate from items when billing subscriptions, or, with the generic invoice run, from arbitrary source records. In addition, users can create them manually.
Invoice line items can be of different types.
|Product||Default type, subject to the subtotal calculation. Is displayed in the invoice line item table, with the price broken down to net price, discounts, taxes.|
|Shipping Fees||Specific type for applicable shipping fees. Is included after the subtotal calculation and, by default, displayed as a net value below the invoice line item table.|
|Handling Fees||Specific type for applicable handling fees. Is included after the subtotal calculation and, by default, displayed as a net value below the invoice line item table.|
|Information||Specific type for items that are put on the invoice for informational purposes only, exempt from the total calculation. Is displayed in the invoice line item table, including any defined price, but is ignored on calculation.|
|Deposit||Specific type for deposit invoices, is produced when a deposit rate or a deposit value is defined. Is usually displayed in the invoice line item table, with the price broken down to net price and taxes.|
|None||Specific type for "hidden" items. Is not displayed but included in the calculation.|
How does JustOn calculate the invoice line item price?
Except for net or gross, there are numerous other parameters that control an invoice line item's price. The calculation is fairly complex – so which data comes into play at what stage?
Think of a three-tier calculation process.
Unit price and quantity information
First, JustOn multiplies the unit price with the provided quantity information and, in case of recurring items, with the billing factor. This makes up the position price.
- The unit price can be a fixed amount, an aggregated value, or an individual price determined by some custom condition – that depends on your invoice line item source data. For commission pricing, however, the given unit price is multiplied with the commission rate before proceeding.
- The quantity is taken from the invoice line item source data as well. You either propagate a given value from the order, quote, subscription, etc., or have aggregated some usage data count. If your business usually handles very large quantities, you can use a custom factor to produce "manageable" quantity values.
The billing factor is a multiplier that is relevant with recurring items, where JustOn must consider the billing period (the time interval after which the item is subject to the invoice run), given in a billing unit. For example, the billing unit
Monthcombined with the billing period
3results in a billing factor of
3, that is, the recurring item is invoiced every three months with the price multiplied by three.
The recurring item's billing period determines the resulting invoice line item's service period.
Once the position price is determined, JustOn deducts the applicable discounts:
- The item-based discount is individually applied to an invoice line item, based on a given percentage or fixed amount.
- The order discount amount is the invoice line item's "share" of the order discount, which originally reduces the (net) subtotal of the complete invoice.
Deducting the discounts results in the position price discounted.
Unless you use gross invoicing, JustOn finally adds the applicable taxes. You can either:
- Feed a precalculated tax from an external system, or
- Have JustOn internally determine the calculated tax based on the discounted position price and one or more tax rates – most probably determined by tax rules.
This calculation produces the position total gross price, which, in turn, becomes part of the invoice's grand total.
You can customize the invoice line item display on the invoice PDF using custom CSS rules.