RecurringInvoiceDetails
To list, add, update and delete details of a recurring invoice.
Table Specific Information
Select
The driver uses the Zoho Books API to process WHERE clause conditions built with the following column and operator:
- RecurringInvoiceId supports the '=' and IN operators.
NOTE: RecurringInvoiceId is required to query RecurringInvoiceDetails.
The rest of the filter is executed client-side in the driver.
For example:
SELECT * FROM RecurringInvoiceDetails WHERE RecurringInvoiceId = '1895453000000042244'
SELECT * FROM RecurringInvoiceDetails WHERE RecurringInvoiceId IN (SELECT RecurringInvoiceId FROM RecurringInvoices)
SELECT * FROM RecurringInvoiceDetails WHERE RecurringInvoiceId IN ('1895453000000042244','1895453000000042245')
Insert
INSERT can be executed by specifying the RecurrenceName, CustomerId, RecurrenceFrequency, and LineItems columns. The columns that are not read-only can be inserted optionally. The following is an example of how to insert into this table.
INSERT INTO RecurringInvoiceLineItems#TEMP (Name, itemid, rate, quantity) VALUES ('Cloth-Jeans', '3285934000000104097', '1700', '1')
INSERT INTO RecurringInvoiceDetails (RecurrenceName, CustomerId, RecurrenceFrequency, LineItems) VALUES ('MonthlyInvoice', '3285934000000104002', 'weeks', RecurringInvoiceLineItems#TEMP )
INSERT can also be executed by specifying the LineItems column as a JSON array. The following is an example of how to insert using JSON array into this table.
INSERT INTO RecurringInvoiceDetails (RecurrenceName, CustomerId, RecurrenceFrequency, LineItems) VALUES ('MonthlyInvoice', '3285934000000104023', 'weeks', '[{"Name":"Cloth-Jeans3", "ItemId":"3285934000000104097", "Rate":"1700", "Quantity":"1"}]')
Update
UPDATE can be executed by specifying the RECURRINGINVOICEID in the WHERE Clause. The columns that are not read-only can be updated.
For example:
INSERT INTO RecurringInvoiceLineItems#TEMP (Name,itemid,rate,quantity) VALUES ('Cloth-Jeans','3285934000000104097','1700','1')
UPDATE RecurringInvoiceDetails SET RecurrenceName = 'MonthlyInvoice', CustomerId = '3285934000000104002', RecurrenceFrequency = 'weeks', LineItems = 'RecurringInvoiceLineItems#TEMP' WHERE RECURRINGINVOICEID = '3285934000000268005'
UPDATE can also be executed by specifying the LineItems column as a JSON array. The following is an example of how to update using JSON array into this table.
UPDATE RecurringInvoiceDetails SET RecurrenceName = 'MonthlyInvoice', CustomerId = '3285934000000104002', RecurrenceFrequency = 'weeks', LineItems = '[{"Name":"Cloth-Jeans", "ItemId":"3285934000000104097", "Rate":"1700", "Quantity":"1"}]' WHERE RecurringInvoiceId = '3285934000000268005'
Delete
DELETE can be executed by specifying the RECURRINGINVOICEID in the WHERE Clause
For example:
DELETE FROM RecurringInvoiceDetails WHERE RECURRINGINVOICEID = '3285934000000268005'
Columns
| Name | Type | ReadOnly | References | SupportedOperators | Description |
| RecurringInvoiceId [KEY] | String | True |
RecurringInvoices.RecurringInvoiceId |
Id of a recurring invoice. | |
| ActualChildInvoicesCount | Integer | True |
Count total number of actual child invoices. | ||
| Adjustment | Decimal | False |
Adjustments made to the recurring invoices. | ||
| AdjustmentDescription | String | False |
Description of adjustments made to the recurring invoices. | ||
| AllowPartialPayments | Boolean | True |
Check if the recurring invoice can allow partial payments. | ||
| AvataxUseCode | String | False |
Used to group like customers for exemption purposes. It is a custom value that links customers to a tax rule. | ||
| AvataxTaxCode | String | False |
A tax code is a unique label used to group items together. | ||
| AvataxExemptNo | String | False |
Exemption certificate number of the customer. | ||
| BcyAdjustment | Decimal | True |
Adjustment of base currency. | ||
| BcyDiscountTotal | Decimal | True |
Total discount applied in base currency. | ||
| BcyShippingCharge | Decimal | True |
Shipping charge applied in base currency. | ||
| BcySubTotal | Decimal | True |
Sub total of base currency. | ||
| BcyTaxTotal | Decimal | True |
Tax total of base currency. | ||
| BcyTotal | Decimal | True |
Total Base Currency. | ||
| BillingAddress | String | False |
Billing address of a recurring invoice. | ||
| BillingAddressAttention | String | False |
Name of a person in billing address. | ||
| BillingAddressCity | String | False |
City of a billing address. | ||
| BillingAddressCountry | String | False |
Country of a billing address. | ||
| BillingAddressFax | String | False |
Fax of a billing address. | ||
| BillingAddressPhone | String | False |
Phone number of a billing address. | ||
| BillingAddressState | String | False |
State of a billing address. | ||
| BillingAddressStreet2 | String | False |
Street two of a billing address. | ||
| BillingAddressZip | String | False |
ZIP code of a billing address. | ||
| ChildEntityType | String | True |
Entity type of a child in recurring invoice. | ||
| Comments | String | True |
Comments. | ||
| CompanyName | String | True |
Name of the company. | ||
| ContactCategory | String | True |
Category of the contact. | ||
| ContactPersons | String | False |
Contact persons of a contact. | ||
| CreatedById | String | True |
Users.UserId |
Id of a user who has created recurring invoice. | |
| CreatedTime | Datetime | True |
Time at which the recurring invoice was created. | ||
| CurrencyCode | String | True |
Currency code of the customer's currency. | ||
| CurrencyId | String | False |
Currencies.CurrencyId |
Currency Id of the customer's currency. | |
| CurrencySymbol | String | True |
Symbol of the currency. | ||
| CustomerEmail | String | True |
Email address of the customer. | ||
| CustomerMobilePhone | String | True |
Mobile phone number of customer. | ||
| CustomerId | String | False |
Contacts.ContactId |
Id of the customer or vendor. | |
| CustomerName | String | True |
Name of the customer or vendor. | ||
| CustomerPhone | String | True |
Phone number of a customer. | ||
| Discount | String | False |
Discount given to specific item in recurring invoice. | ||
| DiscountAppliedOnAmount | Decimal | True |
Amount from which discount was applied. | ||
| DiscountPercent | Double | True |
Percentage of discount applied. | ||
| DiscountTotal | Decimal | True |
Total amount get on discount. | ||
| DiscountType | String | False |
Type to get discount in recurring invoice. | ||
| DispatchFromAddress | String | False |
Dispatch from address details for the recurring invoice. | ||
| String | False |
Email address of the customer. | |||
| EndDate | Date | False |
End date for the recurring invoice. | ||
| ExchangeRate | Decimal | False |
Exchange rate of the currency. | ||
| IsAutoBillEnabled | Boolean | True |
Check if autobill is enabled. | ||
| IsDiscountBeforeTax | Boolean | False |
Check if the recurring invoice is discounted before tax. | ||
| IsInclusiveTax | Boolean | False |
Check if the expense is inclusive tax. | ||
| IsPreGst | Boolean | True |
Check if pre GST is applied. | ||
| LastModifiedById | String | True |
Users.UserId |
Id of the user last modified. | |
| LastModifiedTime | Datetime | True |
The time of last modification of the recurring invoice | ||
| LastSentDate | Date | True |
The date at which the last recurring invoice was sent. | ||
| LineItems | String | False |
Line items of an estimate. | ||
| ManualChildInvoicesCount | Integer | True |
Count of manual child invoices. | ||
| NextInvoiceDate | Date | True |
Date of a next invoice. | ||
| Notes | String | False |
Notes for this recurring invoice. | ||
| Orientation | String | True |
Orientation of a page. | ||
| PlaceOfSupply | String | False |
The place of supply is where a transaction is considered to have occurred for VAT purposes. | ||
| PageHeight | String | True |
Height of the page. | ||
| PageWidth | String | True |
Width of the page. | ||
| PaidInvoicesTotal | Decimal | True |
Total number of paid invoices. | ||
| PaymentTerms | Integer | False |
Net payment term for the customer. | ||
| PaymentTermsLabel | String | False |
Label for the paymet due details. | ||
| PaymentOptionsPaymentGateways | String | False |
Payment Gateway used for payment. | ||
| PhotoUrl | String | True |
Photo URL for recurring invoices. | ||
| PricePrecision | Integer | True |
The precision for the price. | ||
| ProjectDetails | String | True |
Details of project. | ||
| RecurrenceFrequency | String | False |
Type of recurrence frequency the invoice is recurring. | ||
| RecurrenceName | String | False |
Name of the recurrence. | ||
| RecurrencePreferences | String | False |
Recurrence preferences for the recurring invoice. | ||
| ReferenceNumber | String | False |
Reference number of a recurring invoice. | ||
| RepeatEvery | Integer | False |
Recurrence time of the invoice. | ||
| RoundoffValue | Decimal | True |
Rounding off the values to precise number. | ||
| SalespersonId | String | False |
Id of a sales person. | ||
| SalespersonName | String | False |
Name of a sales person. | ||
| ShipmentCharges | String | True |
Shipment charges of recurring invoice. | ||
| ShippingAddress | String | False |
Shipment Address. | ||
| ShippingAddressAttention | String | False |
Name of a person of shipping address. | ||
| ShippingAddressCity | String | False |
City of a shipping address. | ||
| ShippingAddressCountry | String | False |
Country of a shipping address. | ||
| ShippingAddressFax | String | False |
Fax of a shipping address. | ||
| ShippingAddressPhone | String | False |
Phone number of a shipping address. | ||
| ShippingAddressState | String | False |
State of a shipping address. | ||
| ShippingAddressStreet2 | String | False |
Street two details of a shipping address. | ||
| ShippingAddressZip | String | False |
Zip code of a shipping address. | ||
| ShippingCharge | Decimal | False |
Shipping charge. | ||
| StartDate | Date | False |
Starting date of recurring invoice. | ||
| Status | String | False |
Status of the recurring invoice. | ||
| SubTotal | Decimal | True |
Sub total of recurring invoices. | ||
| SubTotalInclusiveOfTax | Decimal | True |
Subtotal amount which are inclusive of tax. | ||
| TaxTotal | Decimal | True |
Total amount for tax. | ||
| Taxes | String | True |
Taxes. | ||
| TDSSummary | String | True |
TDS summary. | ||
| TemplateId | String | False |
Id of a template. | ||
| TemplateName | String | True |
Name of a template. | ||
| Terms | String | True |
Terms and Conditions apply of a recurring invoice. | ||
| Total | Decimal | True |
Total of recurring invoices. | ||
| TransactionRoundingType | String | True |
Type of round off used for transaction. | ||
| UnpaidChildInvoicesCount | Integer | True |
Count of total number of unpaid child invoices. | ||
| UnpaidInvoicesBalance | Decimal | True |
Total amount of unpaid invoices. | ||
| VatTreatment | String | False |
VAT treatment for the recurring invoices. | ||
| GstNo | String | False |
GST number. | ||
| GstTreatment | String | False |
Choose whether the recurring invoice is GST registered/unregistered/consumer/overseas. | ||
| TaxTreatment | String | False |
VAT treatment for the recurring invoice. | ||
| BcyShippingChargeTax | Decimal | True |
Shipping charge tax in base currency. | ||
| BillingAddressStreet | String | False |
Street of the billing address. | ||
| CanGenerateEwaybillUsingIrn | Boolean | True |
Indicates if e-waybill can be generated using IRN. | ||
| ContactPersonsAssociated | String | False |
Associated contact persons. | ||
| CreatedByNames | String | True |
Name of the user who created the invoice. | ||
| CurrencyNameFormatted | String | True |
Formatted currency name. | ||
| CustomerCustomFieldHash | String | True |
Hash map for customer custom fields. | ||
| DiscountAccountId | String | False |
ID of the discount account. | ||
| DiscountAccountName | String | True |
Name of the discount account. | ||
| IsBackorder | Boolean | False |
Indicates if it's a backorder. | ||
| IsLastChildInvoice | Boolean | True |
Indicates if it's the last child invoice. | ||
| IsProgressInvoice | Boolean | False |
Indicates if it's a progress invoice. | ||
| IsTdsAmountInPercent | Boolean | False |
Indicates if TDS amount is in percentage. | ||
| IsGeneralPreference | Boolean | False |
Indicates if general preference is applied. | ||
| LockDetails | String | True |
Details about invoice locking. | ||
| OfflineCreatedDateWithTime | Datetime | False |
Date and time when invoice was created offline. | ||
| ReferenceInvoice | String | False |
Reference invoice details. | ||
| SalesChannel | String | False |
Sales channel of the invoice. | ||
| SalesorderNumber | String | True |
Sales order number associated with the invoice. | ||
| Salesorders | String | True |
Associated sales orders. | ||
| ShippingAddressStreet | String | False |
Street of the shipping address. | ||
| ShippingChargeAccountId | String | False |
ID of the shipping charge account. | ||
| ShippingChargeAccountName | String | True |
Name of the shipping charge account. | ||
| ShippingChargeExclusiveOfTax | Decimal | True |
Shipping charge exclusive of tax. | ||
| ShippingChargeExclusiveOfTaxFormatted | String | True |
Formatted shipping charge exclusive of tax. | ||
| ShippingChargeInclusiveOfTax | Decimal | True |
Shipping charge inclusive of tax. | ||
| ShippingChargeInclusiveOfTaxFormatted | String | True |
Formatted shipping charge inclusive of tax. | ||
| ShippingChargeTax | Decimal | True |
Shipping charge tax. | ||
| ShippingChargeTaxExemptionCode | String | False |
Shipping charge tax exemption code. | ||
| ShippingChargeTaxExemptionId | String | False |
Shipping charge tax exemption ID. | ||
| ShippingChargeTaxFormatted | String | True |
Formatted shipping charge tax. | ||
| ShippingChargeTaxId | String | False |
Shipping charge tax ID. | ||
| ShippingChargeTaxName | String | True |
Shipping charge tax name. | ||
| ShippingChargeTaxPercentage | Decimal | True |
Shipping charge tax percentage. | ||
| ShippingChargeTaxType | String | True |
Shipping charge tax type. | ||
| SubStatuses | String | True |
Sub-statuses of the invoice. | ||
| SubjectContent | String | False |
Subject content of the invoice email. | ||
| SubmittedByEmail | String | True |
Email of the user who submitted the invoice. | ||
| SubmittedByName | String | True |
Name of the user who submitted the invoice. | ||
| SubmittedByPhotoUrl | String | True |
Photo URL of the user who submitted the invoice. | ||
| TaxRounding | String | False |
Tax rounding type. | ||
| Taxes | String | True |
Tax details. | ||
| TdsAmount | Decimal | True |
TDS amount. | ||
| TdsCalculationType | String | False |
TDS calculation type. | ||
| TdsOverridePreference | String | False |
TDS override preference. | ||
| TdsPercent | Decimal | False |
TDS percentage. | ||
| TdsSection | String | False |
TDS section. | ||
| TdsSummary | String | True |
TDS summary. | ||
| TdsTaxId | String | False |
TDS tax ID. | ||
| IsReverseChargeApplied | Boolean | False |
Indicates if reverse charge is applied. | ||
| CfdiUsage | String | False |
CFDI usage. | ||
| CfdiReferenceType | String | False |
CFDI reference type. | ||
| CustomBody | String | False |
Custom body for the invoice email. | ||
| CustomSubject | String | False |
Custom subject for the invoice email. | ||
| Reason | String | False |
Reason for the action. | ||
| TaxAuthorityId | String | False |
Tax authority ID. | ||
| TaxExemptionId | String | False |
Tax exemption ID. | ||
| TaxId | String | False |
Tax ID. | ||
| ExpenseId | String | False |
Expense ID. | ||
| IgnoreAutoNumberGeneration | Boolean | False |
Ignore auto number generation. |