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.

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