The Invoice (object) simplifies the tracking and handling of invoices. It consolidates invoice identifiers, financial totals, customer details, and payment statuses.
Key Properties:
Invoice UID: Unique identifier for the invoice. e.g., "a7b12345-89c0-46d2-a315-123456789abc"
Invoice Date: The date the invoice was issued. e.g., "01/04/2023"
Status Name: The current status of the invoice (e.g., "Authorized", "Paid").
Customer UID: Unique identifier for the customer. e.g., "c7d123e5-89f0-46d2-a915-987654321abc"
SubTotal: Pre-tax total of the invoice. e.g., "$3000.00"
Total Tax: The total tax amount charged. e.g., "$450.00"
Invoice Amount: Grand total of the invoice (includes SubTotal, Freight, and Tax). e.g., "$3600.00"
Amount Due: Outstanding amount to be paid. e.g., "$3600.00"
Amount Paid: Amount already paid towards the invoice. e.g., "$10.00"
Amount Credited: Any amount credited to the customer. e.g., "$200.00"
Creation Date: When the invoice record was created in the system. e.g., "31/03/2023"
Customer: Name of the customer to whom the invoice is addressed. e.g., "XYZ Corporation"
Here are some examples -
Problem: I need to quickly find overdue invoices by more than 30 days to send reminders.
Identify invoices with a status of 'Authorised' and a due date exceeding 30 days past the invoice date.