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Invoice

API Name: Invoice__c

The invoice repesents the statements that document payment requests. The object holds the relevant account data and payment information.

Label API Name Type Description
Invoice No. Name Text
Order Discount AEDiscount__c Percent(15, 3) The discount in percent to be applied to the total net amount of the invoice.
Account Name AccountName__c Text(255)
Account Tax Class AccountTaxClass__c Text(255) The tax class set for the account.
Account Account__c Lookup(Account) The account that is associated with the invoice.
Balance Difference BalanceDifference__c Currency(16, 2) The difference between the grand total and the balance of the invoice. Negative amounts are considered a payment, posiitive amounts are considered a payout.
Balance Balance__c Currency(16, 2) The sum of all balances for this invoice. An invoice is considered paid or settled when the balance is zero.
Bank Account Owner BankAccountOwner__c Text(255) The name of the owner of this bank account.
Bank Account BankAccount__c Text(34) The bank account number (IBAN) of the invoice recipient.
Bank Code BankCode__c Text(11) The bank code (BIC) of the invoice recipient.
Billing Address BillingAddress__c LongTextArea(32768) This block will be printed to the invoice (by default at the bottom of the top right header) if the billing address differs from the recipient address.
Billing City BillingCity__c Text(40) The copied city of the billing address, used for the recipient address.
Billing Country Code BillingCountryCode__c Text(10) The copied country code of the billing address, used for the recipient address.
Billing Country BillingCountry__c Text(80) The copied country of the billing address, used for the recipient address.
Billing Postal Code BillingPostalCode__c Text(20) The copied postal code of the billing address, used for the recipient address.
Billing State Code BillingStateCode__c Text(10) The copied state code of the billing address, used for the recipient address.
Billing State BillingState__c Text(80) The copied state of the billing address, used for the recipient address.
Billing Street BillingStreet__c Text(255) The copied street of the billing address, used for the recipient address.
Cancelation Reason CancelationReason__c Picklist The reason why this invoice has been canceled.
Canceled with CanceledWith__c Lookup(Invoice__c) The invoice that reverses this canceled invoice.
Class Class__c Text An automatic classification of the invoice: a positive grand total results in an invoice, a negative grand total results in a credit.
Contact Contact__c Lookup(Contact) The primary contact to which this invoice will be sent. Can be overridden by the mailing contact and/or the email contact.
Conversion Rate ConversionRate__c Number(13, 5) The conversion rate applied to this invoice. For advanced currency management, this is the conversion rate at the invoice date. This field is automatically updated every time the invoice changes.
Date Date__c Date The date to be printed to the invoice PDF as the invoice date.
Days Overdue DaysOverdue__c Number(18, 0) The number of days by which this invoice is overdue with respect to the next payment due date.
Deposit Amount DepositAmount__c Currency(16, 2) The deposit amount is used at proforma invoices to create a deposit line item. The deposit amout is interpreted as a net value. The deposit amout is preferred over the deposit rate.
Deposit Rate DepositRate__c Percent(3, 2) The deposit rate is used at proforma invoices to create a deposit line item with regard to the total net amount. The deposit amout is preferred over the deposit rate.
Direct Debit Mandate Granted DirectDebitMandateGranted__c Date The date on which the direct debit mandate has been granted.
Direct Debit Mandate Reference DirectDebitMandateReference__c Text(35) Each mandate must contain a unique mandate reference assigned by the creditor. At a maximum length of 35 characters, the number chosen will depend on the capabilities of the mandate database used, and whether the mandates are issued for each contract individually or are instead consolidated per customer. Often, companies use existing customer numbers or contract numbers. Possible characters are A-Z a-z 0-9 / - ? : ( ) . , ‘ + and spaces.
Direct Debit Sequence Type DirectDebitSequenceType__c Picklist First: First direct debit transaction in a series Recurrent: Recurrent direct debit transaction in a series.
Discount Amount DiscountAmount__c Currency(16, 2)
Discount Message DiscountMessage__c LongTextArea(5000) A text message to be printed to the invoice PDF if a discount is applied.
Discount Payment Due Date DiscountPaymentDueDate__c Date
Discount Payment Due DiscountPaymentDue__c Number(3, 0) The time in days after which the discounted payment is due.
Discount Rate DiscountRate__c Percent(2, 1) The discount rate (percentage value), which is the calculation base for all discount fields.
Deprecated DiscountedNextPaymentDue__c Currency(16, 2)
Discounted Grand Total DiscountedTotalGross__c Currency(16, 2) The grand total after deducting the discount amount. It is automatically calculated.
Display Transaction Tables DisplayTransactionTables__c Checkbox Specifies whether to display the transaction tables on the invoice PDF.
Display Type DisplayType__c Text(255) A type label to be printed to the invoice PDF, like Invoice, Credit Memo.
Dunning Level DunningLevel__c Number(18, 0) The dunning level of the invoice, increased by 1 each time a new dunning letter/email is sent.
Email BCC EmailBCC__c LongTextArea(1000) Comma-separated list of email addresses that will receive the invoice PDF as BCC (blind carbon copy).
Email Contact EmailContact__c Lookup(Contact) The contact that provides the primary email address. The email address will be copied from the contact when the invoice is created or when the contact is changed.
Email Error EmailError__c LongTextArea(32768) Displays error messages that occurred during mass mailing. Only valid if the email status is set to Error.
Email First Name EmailFirstName__c Text(40)
Email CC EmailInvoiceCc__c LongTextArea(1000) Comma-separated list of email addresses that will receive the invoice PDF as CC (carbon copy).
Email Invoice EmailInvoice__c Checkbox Determines whether this invoice is to be sent via email.
Email Last Name EmailLastName__c Text(80)
Email Salutation EmailSalutation__c Text(20)
Email Status EmailStatus__c Picklist The status of the email for this invoice.
Email Email__c Email The primary email address to which this invoice is to be sent. It is copied from the email contact only when the invoice is created.
Exported Exported__c Text(255) Displays the destination (file name, date, URL) to which this invoice has been exported.
Footer Footer__c LongTextArea(32768) A long text area for a footer.
Grand Total GrandTotal__c SUM(InvoiceLineItem__c.PosTotalGross__c) The total gross amount of the invoice. Includes shipping and handling.
Deprecated GrossInvoice__c Checkbox Controls whether this invoice is considered a gross invoice. If checked, all invoice prices are calculated from gross values. If unchecked, all invoice prices are calculated from net values.
Header Header__c LongTextArea(32768) The header area as copied from the invoice template.
Info Left InfoLeft__c LongTextArea(32768) Left part of the information block above the invoice text. Copied from the template.
Info Right InfoRight__c LongTextArea(32768) Right part of the information block above the invoice text. Copied from the template.
Installment Type InstallmentType__c Picklist The name of the installment (custom setting).
Installment Installment__c Currency(16, 2) The payment amount divided by the payment cycles. Is filled when finalizing the invoice if left empty.
Invoice Run InvoiceRun__c Lookup(InvoiceRun__c) The invoice run that created the invoice.
Last Dunning Date LastDunningDate__c Date The date on which a dunning letter/email has last been created/sent.
Last Payment Instrument LastPaymentInstrument__c Lookup(PaymentInstrument__c) The payment instrument which has been used recently for this invoice.
Mailing City MailingCity__c Text(40) The city of the mailing address of the associated contact.
Mailing Country MailingCountry__c Text(80) The country of the mailing address of the associated contact.
Mailing First Name MailingFirstName__c Text(40)
Mailing Last Name MailingLastName__c Text(80)
Mailing Postal Code MailingPostalCode__c Text(20) The postal code of the mailing address of the associated contact.
Mailing Salutation MailingSalutation__c Text(20)
Mailing State MailingState__c Text(80) The state of the mailing address of the associated contact.
Mailing Street MailingStreet__c Text(255) The street of the mailing address of the associated contact.
Next Payment Due Date NextPaymentDueDate__c Date The date on which the full payment amount or the next installment is due to be received or refunded.
Next Payment Due NextPaymentDue__c Currency(16, 2) The amount that is expected to be received or refunded on the next payment due date.
Outstanding Invoices Text OutstandingInvoicesText__c LongTextArea(32768) The text to be displayed above the outstanding invoices table on the invoice PDF.
PDF PDF__c Url The link to the invoice PDF.
Page Header PageHeader__c LongTextArea(32768) This block defines the page header of the invoice PDF. Copied from the template.
Payment Cycle Period PaymentCyclePeriod__c Picklist Defines the interval (time in months) between two installments.
Payment Cycles PaymentCycles__c Number(2, 0) The number of staged payments into which the invoice amount is divided. For example, a yearly invoice is divided in 12 monthly payments.
Payment Date PaymentDate__c Date The date on which the payment for this invoice has been received completely.
Payment Due Condition PaymentDueCondition__c Picklist The condition for the calculation of the payment due days. Its format is: xd EoM yth: x = add x days, EoM = end of month, yth = the y day of the month.
Payment Due Date PaymentDueDate__c Date
Payment Due PaymentDue__c Number(3, 0)
Payment Info PaymentInfo__c LongTextArea(32768) The specific payment information for the selected payment method of the invoice.
Payment Method PaymentMethod__c Picklist
Mailing Contact PrintContact__c Lookup(Contact) The contact that provides the mailing address. The mailing address will be copied from the contact when the invoice is created or when the contact is changed.
Print Invoice PrintInvoice__c Checkbox Determines whether this invoice is to be printed.
Recipient Address RecipientAddress__c LongTextArea(32768) Address information of the invoice recipient.
Region Region__c Text(255) The economic region, e.g., EU, EMEA.
Related With RelatedInvoice__c Lookup(Invoice__c) Links to the related invoice (source invoice for credit memo or proforma invoice).
Reverse Charge Text ReverseChargeText__c LongTextArea(4096) Specifies an optional reverse charge text to be printed below text 3. This is only visible when the invoice field ShowReverseCharge__c is true.
Review Review__c Picklist Determines whether an invoice needs to be reviewed. The picklist holds a list of review reasons.
Sender Address SenderAddress__c Text(255) The sender address to be printed to the invoice PDF above the recipient address.
Sepa Validation Error SepaPaymentError__c Text(255) Contains a list of SEPA-related fields that are not valid and prevent the invoice from being exported as SEPA XML.
Service Period End ServicePeriodEnd__c Date The end date of the service period.
Service Period Start ServicePeriodStart__c Date The start date of the service period.
Shipping City ShippingCity__c Text(40) The city of the shipping address as copied from the related account.
Shipping Country Code ShippingCountryCode__c Text(10) The country code of the shipping address as copied from the related account.
Shipping Country ShippingCountry__c Text(80) The country of the shipping address as copied from the related account.
Shipping Postal Code ShippingPostalCode__c Text(20) The postal code of the shipping address as copied from the related account.
Shipping State Code ShippingStateCode__c Text(10) The state code of the shipping address as copied from the related account.
Shipping State ShippingState__c Text(80) The state of the shipping address as copied from the related account.
Shipping Street ShippingStreet__c Text(255) The street of the shipping address as copied from the related account.
Status Status__c Picklist The main invoice status, either Draft, Open, Paid or Settled.
Subscription Subscription__c Lookup(Subscription__c) The subscription based on which this invoice has been created.
External Tax Provider Error TaxError__c Text(255) Contains error messages that happened during communication with the external tax provider.
External Tax Status TaxStatus__c Picklist The status of the external tax provider.
Template Template__c Lookup(Template__c) The template that is used to render this invoice.
Tenant Tenant__c Text(255) The tenant to which the invoice relates.
Text 1 Text1__c LongTextArea(32768) The text that is printed to the invoice as an introduction. It is pre-filled from the same field of the template.
Text 2 Text2__c LongTextArea(32768) The text that is printed to the invoice below the detail table. It is pre-filled from the same field of the template.
Text 3 Text3__c LongTextArea(32768) A third text block that can be printed to the invoice above or below the detail table, copied from the same field of the template.
Total (net) TotalNet__c SUM(InvoiceLineItem__c.PosTotalNet__c) The total net amount of the invoice before taxes. Includes shipping and handling.
Total (tax) TotalTax__c SUM(InvoiceLineItem__c.PosTotalTax__c)
Type Type__c Picklist
UUID UUID__c Text(255)