Last Updated: Dec 02, 2020

An invoice is a summary of all charges incurred by that account during the billing period. If the account is the Invoicer, then the invoice includes all charges incurred by the account and its associated accounts. The following line items are associated with an invoice:

  • Payments

  • Invoice item Adjustment

  • Invoice Adjustment

  • Credits

  • Refunds

When an invoice is first created, it is placed in "draft" state. Once the bill run with the run invoice option is complete and the invoice is finalized, it moves to the "Posted" state. When the invoice PDF is created, it moves to a “Rendered” state, and when the invoice is delivered, it will move to a final state of “Delivered”. From there, an invoice can only be "voided". An administrator voids an invoice when they wish to cancel the invoice. A new invoice can optionally be issued once the old invoice has been voided (cancelled).

The account that receives the invoice is called an invoicer. Only an account that is tagged as an invoicer can receive an invoice. Separate usage and subscription invoicers can be specified. Any account can be specified as a subscription or a usage invoicer. As an example accounts A, B, C and D are accounts within the tree. An administrator can configure A as the invoicer for subscription charges for this group of accounts. Account B can be configured as the invoicer for usage charges for this group of accounts. The invoice that A receives will contain only the subscription related items for the accounts, while B will contain all the usage related items.

All accounts within an invoicer hierarchy must be within the same bill group and bill on the same day. This constraint is enforced through the user interface.