API Docs / Schemas / ClientBillingScheduleItemDto

ClientBillingScheduleItemDto

One planned charge on a client's billing schedule. Amounts are the effective values: the pinned
value where a user set one, otherwise the rule's current price and quantity.

Properties

Name Type Description
codestring

The unique code for this schedule item

The unique code for this schedule item

clientCodeAndNameDto
clientBillableServiceCodeAndNameDto
servicePackageCodeAndNameDto
kindenum

Recurring SetupFee CatchUp AdHoc

Recurring SetupFee CatchUp AdHoc

periodStartstring

Start of the service period covered

Start of the service period covered

periodEndstring

End of the service period covered

End of the service period covered

billingDatestring

Planned invoice date, already snapped to the client's invoice day

Planned invoice date, already snapped to the client's invoice day

quantitynumber

The quantity this occurrence will bill (pinned, or the rule's current line quantity)

The quantity this occurrence will bill (pinned, or the rule's current line quantity)

unitPricenumber

The unit price this occurrence will bill at (pinned, or the rule's current effective price)

The unit price this occurrence will bill at (pinned, or the rule's current effective price)

amountnumber

Quantity × unit price

Quantity × unit price

descriptionstring

The description the invoice line will carry: the pinned description where one was set,
otherwise the one derived from the rule's template, resolved as of the billing date

The description the invoice line will carry: the pinned description where one was set,
otherwise the one derived from the rule's template, resolved as of the billing date

isOverriddenboolean

A user pinned the description, quantity or unit price on this occurrence, so it no longer
follows the service's billing rule for them

A user pinned the description, quantity or unit price on this occurrence, so it no longer
follows the service's billing rule for them

statusenum

Scheduled Billed Skipped

Scheduled Billed Skipped

displayStatusenum

Scheduled Overdue Pending Approved Invoiced Cancelled Skipped

Scheduled Overdue Pending Approved Invoiced Cancelled Skipped

billingLineItemCodestring

The billing line created from this occurrence, once Billed

The billing line created from this occurrence, once Billed

isEditedboolean

A user changed the date, amount or description of this occurrence

A user changed the date, amount or description of this occurrence

createdDatestring

When the item was created

When the item was created

updatedDatestring

When the item was last updated

When the item was last updated

JSON Example

{
  "code": "string",
  "client": {
    "code": "string",
    "name": "string"
  },
  "clientBillableService": {
    "code": "string",
    "name": "string"
  },
  "servicePackage": {
    "code": "string",
    "name": "string"
  },
  "kind": "Recurring"
}

Used By Operations

Contained in Schemas