The Invoice simplifies the tracking and handling of invoices. It consolidates invoice identifiers, financial totals, customer details, and payment statuses.
The AI will only look back at 12 months' worth of data.
Key Properties:
InvoiceDate: The date the invoice was issued. e.g., "01/04/2023"
InvoiceDueDate: The date the invoice payment is due. e.g., "15/04/2023"
Code: Invoice reference code or number. e.g., "INV-00123"
Status: The current status of the invoice (e.g., "Authorised", "Paid").
SubTotal: Pre-tax total of the invoice. e.g., "$3000.00"
Tax: The total tax amount charged. e.g., "$450.00"
Total: The grand total of the invoice (includes SubTotal, Freight, and Tax). e.g., "$3600.00"
Currency: Currency code used on the invoice. e.g., "AUD"
AmountDue: Outstanding amount to be paid. e.g., "$3600.00"
AmountPaid: Amount already paid towards the invoice. e.g., "$10.00"
AmountCredited: Any amount credited to the customer. e.g., "$200.00"
AmountRemaining: Amount still payable after payments and credits. e.g., "$3390.00"
IsRepeating: Indicates if the invoice is a repeating invoice (true/false).
InvoiceCreatedDate: When the invoice record was created in the system. e.g., "31/03/2023"
OrganisationName: The name of the organisation issuing the invoice. e.g., "XYZ Corporation"
OrganisationLegalName: The registered legal name of the organisation.
OrganisationRegistrationNumber: The organisation’s registration number.
OrganisationTaxNumber: The organisation’s tax identification number.
BusinessName: The business name linked to the invoice.
MatchedBusinessName: The business name matched through verification.
ContactTaxNumber: Tax number associated with the contact/customer.
TaxNumber: General tax number recorded for the invoice.
CompanyNumber: Company registration number.
AccountsReceivable: Total accounts receivable amount.
AccountsReceivableOverdue: Total overdue receivables.
AccountsReceivableTaxType: Tax type applied to accounts receivable.
AccountsPayable: Total accounts payable amount.
AccountsPayableOverdue: Total overdue payables.
AccountsPayableTaxType: Tax type applied to accounts payable.
BusinessPaymentTerms: Standard payment terms set by the business.
BusinessHasBankAccount: Indicates if the business has a bank account on record (true/false).
BusinessDiscount: Any discount applied by the business.
ContactType: Type of contact (e.g., "Customer", "Supplier").
BusinessGroupName: The business group the entity belongs to.
BusinessGroupStatus: Status of the business group.
LineItemDescription: Description of the line item on the invoice.
LineItemQuantity: Quantity of the line item. e.g., "10"
LineItemUnitAmount: Unit price of the line item. e.g., "$300.00"
LineItemSubTotal: Pre-tax subtotal for the line item.
LineItemTaxAmount: Tax amount applied to the line item.
LineItemTaxTypeCode: Tax code for the line item. e.g., "GST"
LineItemTaxTypeName: Tax type name for the line item. e.g., "Goods and Services Tax"
LineItemTotalAmount: Total amount for the line item (SubTotal + Tax).
AccountClassification: Classification of the account linked to the invoice.
AccountType: Type of account linked to the invoice.
AccountCode: Account code from the chart of accounts.
AccountName: Account name from the chart of accounts.
TrackingCategoryName: Name of the tracking category applied.
TrackingCategoryOption: Option selected within the tracking category.
CisDeduction: CIS (Construction Industry Scheme) deduction applied, if any.
CisRate: CIS rate applied, if relevant.
📝 Example Alerts
Alert me where the currency is different to the attachment currency.
Alert me to any invoice that is not AUD and has GST > 0 on the invoice.
Let me know when the total on the invoice is not the same as the total on the attachment.
Identify invoices with a status of 'Authorised' and a due date exceeding 30 days past the invoice date.