Invoices

The Invoice object

An Invoice is an Accounts Receivable transaction representing a request-for-payment to Customers for goods/services rendered, sent, or both. From the Invoice endpoint, you can retrieve a list of all invoices for a specified business.

Field	Type	Description
id sortable, filterable	string	Identifier for the invoice, unique for the business in the accounting service.
invoiceNumber sortable, filterable	string	The buyer facing document number of the invoice.
customerRef	Reference Types	Reference to the customer the invoice was sent to.
postedDate sortable, filterable	string See Date	Date on which the invoice was posted to the accounting service, and had an impact on the general ledger. This may be different from the creation date.
dueDate sortable, filterable	string See Date	Date the customer is due to pay.
currency	string	ISO-4217 currency code of the invoice.
currencyRate	decimal	Rate to convert the total amount of the transaction into the base currency for the business at the time of the transaction.
lines	array	An array of invoice lines.
status sortable, filterable	string	Current status of the invoice.
totalDiscount sortable, filterable	decimal	Total amount of discounts applied to the invoice.
discountPercentage sortable, filterable	decimal	Discount percentage applied to the invoice.
subTotal sortable, filterable	decimal	Amount of the invoice, inclusive of discounts but exclusive of tax.
taxAmount sortable, filterable	decimal	Amount of tax on the invoice.
totalAmount sortable, filterable	decimal	Total amount of the invoice, inclusive of tax.
amountDue sortable, filterable	decimal	Amount outstanding of the invoice.
memo	string	Any additional information or business notes about the invoice.
payments	array	An array of payments allocations.
sourceModifiedDate sortable, filterable	string See Date	The date on which this record was last modified in the accounting service.

Lines

Field	Type	Description
id sortable, _filterable	string	The Id of the line item.
description	string	Description of the line item.
unitAmount sortable, filterable	decimal	Line item unit amount.
quantity sortable, filterable	decimal	Line item quantity.
discountAmount sortable, filterable	decimal	Line item discount amount.
discountPercentage sortable, filterable	string	Line item discount percentage.
taxAmount sortable, filterable	decimal	Line item tax amount.
amount sortable, filterable	decimal	Line item total amount, inclusive of discounts & tax.
accountRef	Reference Types	Reference to the account the line item is linked to.
taxRateRef	Reference Types	Reference to the tax rate the line item is linked to. When pushing data, a valid tax rate reference must be used by querying Tax Rates and using the `id` parameter as a value. For Xero, use `code` parameter as a value.
inventoryRef	Reference Types	Reference to the product or inventory the line item is linked to. When pushing data, a valid inventory item reference must be used by querying Inventory and using the `id` parameter as a value. For Xero, use `code` parameter as a value.
trackingCategoryRefs	Reference Types	Reference to the tracking categories associated with this line item, e.g. classes or departments.

Payments

Field	Type	Description
amount sortable, filterable	decimal	Total amount that was paid.
paymentId sortable, filterable	string	Identifier of the allocated payment.
date sortable, filterable	string See Date.	Date of the payment.

Invoice Status

open - Invoice is no longer a draft. It has been processed and/or sent to the customer. In this state, it will impact the ledger. It also has no payments made against it (amountDue == totalAmount).
partiallyPaid - The balance paid against the invoice is positive, but less than the total invoice amount (0 < amountDue < totalAmount).
paid - Invoice is paid in full. This includes if the invoice has been credited or overpaid. (amountDue == 0).
void - An invoice can become void by being deleted, refunded, written off, or cancelled. A voided invoice may still be partially paid and so all outstanding amounts on voided invoices are removed from the accounts receivable account.
draft - Invoice is yet to be authorized and sent to the customer, and will not be used in any reports. It may contain incomplete line items.
unknown - Railz was not able to recognize the status of the invoice. This can be due to missing values in the accounting service provider or unavailable in the data we received.