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Configurable Invoice Grouping supported objects and fields

You may use standard or custom fields from the Subscription, Rate Plan Charge, and Order Line Item objects when defining grouping rules.

Subscription

  • Account Id (subscription owner account ID)

  • Name (subscription number)

  • Term Type (coming soon)

  • Sold To Contact Id (subscription level sold to contact)

  • Custom Fields

Rate Plan Charge

  • Product Rate Plan Charge Id

  • Billing Cycle Day

  • Billing Period

  • Charge Model

  • Charge Type

  • Custom Fields

Order Line Item

  • Item Name

  • Item Number

  • Item Type

  • Order Id

  • Sold To Contact Id

  • Custom Fields