Invoices
An invoice is an itemized record of goods sold or services provided to a customer.
The Invoices Data Model is designed to standardise and simplify the handling of invoice-related information across different accounting platforms.
- Unified invoice properties: The model consolidates essential invoice details, such as document number, due date, currency, status, and total amounts, making it easier to manage invoice data from various platforms.
- Linked entities: Invoices can be associated with accounts, customers, line items, payments, and sales orders, providing a complete view of the invoicing process and related transactions.
- Flexible status tracking: The model supports a range of invoice statuses, such as draft, submitted, partially paid, and overdue, for better organisation and reporting.
Properties Supported
| Property | Type | Description |
|---|---|---|
platform_id | string | The accounting Platform's ID for this invoice |
account_id | string | The platform's ID for the account to which this invoice belongs |
contact_id | string | The Accounting Platform's unique ID for the contact who receives this invoice |
document_number | string | Reference document number for the invoice |
posted_date | date | Date of the invoice as recorded by the accounting platform |
due_date | date | The due date for the invoice as an ISO 8601 timestamp |
currency | string | The ISO-4217 currency code |
currency_rate | float | Rate between the currency of the payment and the base currency |
status | enum | The status of the invoice. Values are: DRAFT, SUBMITTED, PARTIALLY_PAID, PAID, OVERDUE, VOID, UNKNOWN |
total_discount | float | Total value of discounts applied to the invoice |
tax_amount | float | Total tax amount levied on the invoice |
sub_total | float | Total pre tax value of the invoice |
total_amount | float | Total value of the invoice |
amount_due | float | Total amount pending for the invoice |
memo | string | Description of the invoice |
line_items | Line Item | Array of Invoice Line items associated with the invoice (see below) |
payments | Invoice Payment | Array of Invoice Payments associated with the invoice |
sales_orders | Sales Order | Array of linked Sales Orders associated with this invoice |
documents | Document | Array of Invoice Documents associated with the invoice |
account | Account | The account to which this invoice belongs |
contact | Contact | The contact who receives this invoice |
updated_at | date | Date the record was last updated in the accounting platform. |
Updated about 2 months ago