How to exclude invoice line items from the invoice total?

← Billing & Invoice Management FAQ

Your business may require to handle products that must show on the invoice but be exempt from the total calculation. To support such scenarios, you can set the Type field of an invoice line item to Information.

Information type invoice line items do not count when calculating invoice amounts like grand total, total net, total tax etc. That is, any invoice line item marked this way is put on the invoice for informational purposes only and ignored upon calculation.

Note that the default type of an invoice line item is Product. JustOn uses this type if you do not explicitly set another one. Invoice line items of the type Product are considered in all invoice calculations.

If you generate invoices from subscriptions, you can define the invoice line item type using the field Invoice Line Item Type on the subscription item. JustOn then copies the specified value during the invoice run. If left empty, it defaults to Product as well.

Info

You can use the ON field mechanism, Salesforce flows or other automation tools to have the fields Type (of invoice line items) or Invoice Line Item Type (of subscription items) set automatically when generating invoices or, respectively, subscriptions.

When using the ON field mechanism, be aware of the following specifics:

• To allow setting the invoice line item type in the context of the generic invoice run, you add the field ON_LineItemType to the source object from which the invoice line items are generated (see Billing Arbitrary Objects | Hiding Invoice Line Items).
• To allow setting the invoice line item type in the context of the automatic subscription build, you add the field ON_InvoiceLineItemType to the source object from which the subscription items are generated (see Subscription Builder Setup Options | Item Source Fields).

Invoice line item types

Invoice line items can be of different types.

Type	Description
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.
Tax Delta	Specific type, used to offset tax rounding differences. Is not displayed on the invoice PDF but included in the calculation.
None or any other custom type	Specific type for "hidden" items. Is not displayed but included in the calculation.

You can customize the invoice line item display on the invoice PDF using custom CSS rules. The following picture illustrates the default behavior.

Behavior of different invoice line item types