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Configuration - Billing - Invoice Items

Updated over a week ago

Invoice items determine what you invoice customers and how amounts are calculated. Each invoice item appears as a separate line item on an invoice.
You manage invoice items in Configuration › Invoicing › Invoice Items.

They form the building blocks of products and are essential for correct price calculation, tax application and invoice presentation.


What does this part show?

The Invoice Items page shows an overview of all invoice items within your organization, including:

  • Name of the invoice item (with utility icon for consumable items)

  • Tax code (separate rates for private individuals and organizations)

  • Invoiced on (calculation basis)

  • Tier calculation (how tiers are applied)

  • Actions (edit/delete on hover)

Display and availability may depend on:

  • Active filters

  • User Permissions

  • Context (e.g. viewed within a product with active period indicator)


Layout

Overview list

Each row represents one invoice item with:

  • Name

    • On consumption: utility icon (e.g. electricity, water).

    • Within a product: active period visible with green indicator if active.

  • Tax code

    • Private and Organization separately.

    • Displayed as a percentage (e.g., 21%). If not set: None.

  • Invoiced on

    • Consumption (e.g. Energy – kWh)

    • Subscription (e.g. Contract – Month)

    • Custom entity property (e.g. Location – Units)

  • Tier calculation

    • Invoice Period or Tariff Period

  • Actions

    • Edit / Delete (visible on hover)


Filters & Search

  • Search by name

  • Filter by:

    • Calculation type (Consumption, Subscription, Custom)

    • Utility type (e.g., Heat, Electricity, Water)


Empty status

If no invoice items exist:

  • Empty status message

  • Call to create the first invoice item

  • Create button


Actions

Available actions

  • Create: define new invoice item

  • Edit: change name, description, tax codes, calculation and scales

  • Delete: soft delete (automatically removed from products)

Availability

  • Actions depend on rights

  • Deleting has no effect on existing invoices


Behaviors & Logic

  • Invoice items are not invoiced immediately; they are first linked to products.

  • In invoice generation:

    1. The system retrieves all active invoice items from the product.

    2. Calculates quantities based on the calculation type.

    3. Applies rates from invoice rates.

    4. Applies the correct tax code (private individual/organization).

    5. Creates invoice lines in a specified order.

  • Changes to an invoice item will only apply to future invoices.


Problem

Solution

Invoice item is not visible

Check filters and permissions

Tax rate shows None

Link a valid tax code with active period

Unable to remove visible

Item is soft deleted; check if you have sufficient rights

Item visible but not invoiced

Check if the item is linked to a product and is active

New invoice item not appearing in product

Add the item explicitly to the product

Incorrect amounts on invoice

Check calculation type, unit and associated rates

Staffels work unexpectedly

Check Invoice Period vs Rate Period

Consumption = 0

Check meter connection and measurement data



Why do I see a green dot next to an invoice item in a product?
This indicates that the item is currently active within that product.

What is the difference between Invoice Period and Tariff Period?
Invoice period resets scales per invoice; rate period follows the rate structure.

Can I edit an invoice item that has already been invoiced?
Yes, but changes will only apply to future invoices.

Can one product contain multiple invoice items?
Yes, products consist of one or more invoice items.

Why does an invoice item have two tax rates?
For different customer types: private and organization.

What happens if I delete an invoice item?
The item will be removed from products; existing invoices will remain unchanged.

How do I determine the order on the invoice?
By changing the order of invoice items within the product.

Do invoice items support multiple languages?
Yes, name and description are translatable via the translation action.


  • Invoice Item: Definition of what is invoiced and how it is calculated

  • Calculation type: Method to determine the amount (Consumption, Subscription, Custom)

  • Consumption: Calculation based on meter readings

  • Subscription: Periodic fixed costs

  • Custom entity property: Calculation based on a custom field

  • Tier calculation: Application of scales to quantities

  • Tax Code: VAT rate per customer type

  • Product: Bundle of invoice items that are invoiced together

  • Invoice rate: Price structure (scales and rates)

  • Utility Type: Type of service (e.g., Electricity, Water, Heat)

  • Activity Period: Period during which an invoice item is active within a product

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