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Invoice Schedule Item data source

Data source to export data about invoice schedule items.

Use this data source to export data about invoice schedule items, such as actual amount, run date, and target date for additional subscriptions.

Navigate to Reporting > Data Sources and select Invoice Schedule Item from the Data Source list in the Basic Information section. To export data about invoice schedules, see Generate a data source export.

This data source is available only if you have the Billing Schedule feature enabled.

Base object

The following table lists the fields available in the Invoice Schedule Item base object.

ObjectDescription
Invoice Schedule

The invoice schedule item of an invoice schedule to bill subscriptions on a customized date. This object contains the following fields:

  • Actual Amount
  • Amount
  • Created By ID
  • Created Date
  • ID
  • Name
  • Run Date
  • Status
  • Target Date For Additional Subscriptions
  • Updated By ID
  • Updated Date

The following table lists the related objects of the Invoice Schedule object in alphabetical order.

ObjectDescription
AccountThe customer account that the invoice schedule is created for. For a list of available fields on this object, see Account data source.
Bill ToThe contact of the entity or person to whom you bill for your product or service. For a list of available fields on this object, see Contact data source.
Credit MemoThe credit memos generated during the processing of the invoice schedule item. For a list of available fields on this object, see Credit Memo data source.
InvoiceThe credit memos generated during the processing of the invoice schedule item. For a list of available fields on this object, see Invoice data source.
Invoice ScheduleThe invoice schedule containing the invoice schedule item. For a list of available fields on this object, see Invoice Schedule data source.
Default Payment MethodThe default payment method to be used for making payments. For a list of available fields on this object, see Payment Method data source.
Parent AccountThe parent account associated with the customer account, if applicable. For a list of available fields on this object, see Account data source.
Sold ToThe contact of the entity or person to whom your product or service is sold. For a list of available fields on this object, see Contact data source.