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Manage Your Billing Processes with Salesforce Billing
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            Invoice Line Fields

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            Invoice Line Fields

            Before you start working with billing and invoicing, review invoice line fields and attributes. (Salesforce Billing Managed Package)

            Field Definition
            Allocated Revenue Amount

            Total revenue impact of this invoice line. Can differ from the subtotal and total amount (with tax). Used when reallocating revenue among several transactions.

            Can be configured to create revenue schedules for this invoice line using this field as the amount.
            Allocations Against Debit Note Lines Sum of all allocations against debit note lines allocated to this invoice line. Credit note and payment allocations reduce the balance of the debit note allocations.
            Allocations Against Invoice Lines Sum of all allocations made against this invoice line. Credit note and payment allocations reduce the balance of the invoice line. Debit note allocations increase the balance of the invoice line.
            AR Status Whether the invoice line was credited or canceled and rebilled.
            Balance Amount of the invoice that isn’t settled. Equals total amount (with tax) − allocations + unallocations.
            Balance without Debits Amount of the invoice that isn’t settled, excluding debit note allocations. Equals total amount (with tax) − payments + unallocations against invoice lines − credits.
            Base Currency Base currency of this credit note line. Used for reporting purposes.
            Base Currency Amount Credit note line’s total amount, converted into the base currency.
            Base Currency FX Date Date used to determine the FX rate when calculating the base currency amount.
            Base Currency FX Rate FX rate used to convert the credit note amount to the base currency amount.
            Billing Finance Book This invoice line’s transactions report to this finance book.
            Billing Finance Period This invoice line’s transactions report to this finance period within the finance book.
            Billing Frequency How often Salesforce Billing invoices this line’s originating order product.
            Billing GL Rule Lookup to the GL rule that defines the GL treatment for this invoice line.
            Billing GL Treatment Lookup to the GL treatment that defines the debit and credit GL accounts that record this invoice line.
            Billing Rule Lookup to the billing rule used to generate this invoice line.
            Billing Transaction  
            Billing Treatment Lookup to the billing treatment used to generate this invoice line.
            Calculated Quantity Number of billing periods charged on the invoice line.
            Charge Date  
            Charge Type Whether this invoice line is recurring, one-time, or usage (legacy).
            Converted Credit Note Line For converted negative invoice lines, the credit note line that was created as part of the conversion.
            Credits Sum of all credit note lines allocated to this invoice line.
            Debit Payments Net amount of all payments made to debit note allocations on this invoice line. Equals debits (payment allocations) − debits (payment unallocations).
            Debits Sum of all debit note lines allocated to this invoice line.
            Debits (Payment Allocations) Sum of all payments made against the debit note allocated to this invoice line.
            Debits (Payment Unallocations) Sum of all payments unallocated from debit notes allocated to this invoice line.
            End Date End date of the billed period for this invoice line. This value can impact the revenue. See Salesforce Help for details on configuring revenue recognition.
            Grouped Quantity  
            Impact Amount Change to net receivables as a result of this credit note line. Positive credit note lines have a negative impact amount because they reduce the overall amount owed to the company.
            Invoice Parent invoice for this invoice line.
            Invoice Line Type

            Whether this invoice line is marked Merged or Regular.

            • Merged means the invoice line contains invoice sublines.
            • Regular means the invoice line is standard and doesn’t include sublines.
            Invoice Run Invoice run that created this invoice line.
            Legal Entity Lookup to this invoice line’s legal entity. Legal entities control which treatments are associated with this invoice line.
            LegalEntityReference  
            Negative Line Conversion Amount of this invoice that converted to a credit note line. Only negative invoice lines are converted.
            Net Allocations Against Invoice Lines Net amount of all payments made against this invoice line. Equals (allocations against invoice lines) − (unallocations against invoice lines).
            Notes Reference notes that users can add. Notes fields don’t have system logic associated.
            Order Product Order product that generated this invoice line.
            Override Initial Revenue End Date This field lets users override the revenue period’s configured end date when you’re creating revenue schedules.
            Override Initial Revenue Start Date This field lets users override the revenue period’s configured start date when you’re creating revenue schedules.
            Payments Net amount of payments against this invoice line and any of its allocated debit note lines. Equals (amount allocated against invoice line) + (amount allocated against debit note lines) − (amount unallocated against invoice lines) − (amount unallocated against debit note lines).
            Product Product that created the order product being invoiced.
            Quantity Quantity invoiced from the order product.
            Revenue Expected Amount

            This user-defined field is the expected revenue impact of this credit note line, if different from the credit note line amount. Can differ from the subtotal and total amount (with tax).

            Can be configured to create revenue schedules for this credit note line using this field as the amount on the revenue schedule.
            Revenue Liability Amount

            This user-defined field is the revenue liability associated with this credit note line. Can differ from the subtotal and total amount (with tax).

            Can be configured to create revenue schedules for this credit note line using this field as the amount on the revenue schedule.
            Revenue Most Likely Amount This user-defined field is the most likely revenue impact of this credit note line for revenue calculations when the revenue amount is uncertain. Can differ from the subtotal and total amount (with tax).
            Revenue Schedule Status Whether revenue schedule creation for this invoice line is queued, is completed, or has encountered an error.
            Start Date Start date of the billed period for this invoice line. This value can impact the revenue. See Salesforce Help for details on revenue recognition.
            Status Current state of the invoice line.
            Subtotal Amount to settle on this invoice line, excluding tax.
            Tax Total tax owed on this invoice line.
            Tax City City used during tax calculation. The invoice’s tax address fields are used only if the invoice line’s tax address fields are blank.
            Tax Country Country used during tax calculation. The invoice’s tax address fields are used only if the invoice line’s tax address fields are blank.
            Tax Country (Override) User-defined value that overrides the system-defined tax country.
            Tax Error  
            Tax Error Message Descriptions of errors that occur during tax calculation.
            Tax GL Rule Lookup to the GL rule that defines the GL treatment of the tax for this invoice line.
            Tax GL Treatment Lookup to the GL treatment that defines the debit and credit GL accounts used to record the tax for this invoice line.
            Tax Location Code (Override)  
            Tax Percentage Applied Total tax percentage applied to this line. Null if the line is nontaxable.
            Tax Postal Code Postal code used during tax calculation. The invoice’s tax address fields are used only if the invoice line’s tax address fields are blank.
            Tax Rule Lookup to the tax rule that defines the tax engine and tax data, such as address and date, to use when calculating tax for this invoice line.
            Tax State State used during tax calculation. The invoice’s tax address fields are used only if the invoice line’s tax address fields are blank.
            Tax Status Status of the tax calculation for this invoice line.
            Tax Street 1 Street address used during tax calculation. The invoice’s tax address fields are used only if the invoice line’s tax address fields are blank.
            Tax Street 2 Street address used during tax calculation. The invoice’s tax address fields are used only if the invoice line’s tax address fields are blank.
            Tax Treatment Lookup to the Tax Treatment used to generate this invoice line.
            Total Amount (with Tax) Subtotal plus tax.
            Unallocations Against Debit Note Lines Sum of all unallocations made against prior allocations debit note lines on this invoice line.
            Unallocations Against Invoice Lines Sum of all unallocations made against prior allocations on this invoice line.
            Unique ID This field is system-generated and not updated or changed by users.
            Unit Price  
            Usage Summary Lookup to the usage summary that was used to create the invoice line. Blank unless usage summary is the source for the invoice line.
             
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