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 |
|---|---|---|
| code | string | The unique code for this schedule item |
The unique code for this schedule item | ||
| client | CodeAndNameDto | |
| clientBillableService | CodeAndNameDto | |
| servicePackage | CodeAndNameDto | |
| kind | enum | Recurring SetupFee CatchUp AdHoc |
Recurring SetupFee CatchUp AdHoc | ||
| periodStart | string | Start of the service period covered |
Start of the service period covered | ||
| periodEnd | string | End of the service period covered |
End of the service period covered | ||
| billingDate | string | Planned invoice date, already snapped to the client's invoice day |
Planned invoice date, already snapped to the client's invoice day | ||
| quantity | number | 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) | ||
| unitPrice | number | 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) | ||
| amount | number | Quantity × unit price |
Quantity × unit price | ||
| description | string | The description the invoice line will carry: the pinned description where one was set, |
The description the invoice line will carry: the pinned description where one was set, | ||
| isOverridden | boolean | A user pinned the description, quantity or unit price on this occurrence, so it no longer |
A user pinned the description, quantity or unit price on this occurrence, so it no longer | ||
| status | enum | Scheduled Billed Skipped |
Scheduled Billed Skipped | ||
| displayStatus | enum | Scheduled Overdue Pending Approved Invoiced Cancelled Skipped |
Scheduled Overdue Pending Approved Invoiced Cancelled Skipped | ||
| billingLineItemCode | string | The billing line created from this occurrence, once Billed |
The billing line created from this occurrence, once Billed | ||
| isEdited | boolean | A user changed the date, amount or description of this occurrence |
A user changed the date, amount or description of this occurrence | ||
| createdDate | string | When the item was created |
When the item was created | ||
| updatedDate | string | 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
-
POST
Create Billing Schedule Item for Client
/tenants/{tenant}/clients/{client}/billingschedule/clientbillingscheduleitem
-
GET
Get Billing Schedule Item for Client
/tenants/{tenant}/clients/{client}/billingschedule/clientbillingscheduleitem/{code}
-
PUT
Update Billing Schedule Item for Client
/tenants/{tenant}/clients/{client}/billingschedule/clientbillingscheduleitem/{code}
-
POST
Skip Billing Schedule Item
/tenants/{tenant}/clients/{client}/billingschedule/{code}/skip
-
POST
Bill Schedule Item Now
/tenants/{tenant}/clients/{client}/billingschedule/{code}/bill-now