Client Line Items
Client Line Items in Discovery represent the line items that appear on a Client Invoice or a Client Credit Memo.
Features
- A Client Line Item is generated from Services, Prior Period Adjustments, Client Account Fees, Location Fees, Billable Expenses, Client Service Fees, or Client Line Item Adjustments.
- Client Line Items can be moved between Client Invoices and Client Credit Memos.
Properties
- Origin Type: The type of origin for the line item. Automatically populated by Discovery when the line item is created. Can be one of the following: Service, Prior Period Adjustment, Client Account Fee, Location Fee, Billable Expense, Client Service Fee, or Client Line Item Adjustment.
- Origin Date: The date the line item was created.
- Service Date: The date the service was performed. For
- Service Description: A description of the service performed.
- Description: A general description of the line item.
- Category: The category of the line item.
- Unit Count: The number of units of the line item.
- Unit Cost: The cost per unit of the line item, based on the Unit Count
- Total Amount: The total amount of the line item.
- Voided At: The date the line item was voided.
- Refunded At: The date the line item was refunded.
- Internal Notes: Any internal notes about the line item.
- Last Billing Error: The last error that occurred when billing the line item.
- Vendor Invoice Billable Expense: The Billable Expense associated with the line item. This will
- Billable Expense: The billable expense associated with the line item.
- Location: The location associated with the line item.
- Client Account Fee: The client account the line item was generated from.
- Location Fee: The location fee that the line item was generated from.
- Service: The service associated with the line item.
- Client Service Fee: The client service fee associated with the line item.
- Client Invoice: The client invoice associated with the line item.
- Client Credit Memo: The client credit memo associated with the line item.
- Client Account: The client account associated with the line item.
- Prior Period Adjustment: The prior period adjustment associated with the line item.
- Client Line Item Adjustment: The client line item adjustment associated with the line item.
- Sales Taxes: The collection of sales taxes associated with the line item.
If you have additional questions or need more in depth information, please feel free to send us a message using the help beacon in the lower right-hand corner.