Manages customer invoices and adjustments, tracking details such as amounts, due dates, and payment statuses.

Workday Resource Information

Retrieves a customer invoice or adjustment with the specified ID.

Secured by: Process: Customer Invoice - View, Process: Project Billing - View

Scope: Customer Accounts, Project Billing

Columns

Name	Type	Description
Id [KEY]	String	Unique identifier for the invoice instance.
AdjustmentReason_Descriptor	String	The display name of the instance
BillToCustomerAddress_AddressLine1	String	First line of the bill-to customer's address, typically containing the street name and number.
BillToCustomerAddress_AddressLine2	String	Second line of the bill-to customer's address, often used for apartment or suite numbers.
BillToCustomerAddress_AddressLine3	String	Third line of the bill-to customer's address, used for additional address details.
BillToCustomerAddress_AddressLine4	String	Fourth line of the bill-to customer's address, reserved for any remaining address information.
BillToCustomerAddress_City	String	City where the bill-to customer is located.
BillToCustomerAddress_CitySubdivision1	String	Primary subdivision within the city, such as a district or borough.
BillToCustomerAddress_CitySubdivision2	String	Secondary subdivision within the city, such as a neighborhood or zone.
BillToCustomerAddress_CountryRegion_Descriptor	String	The display name of the instance
BillToCustomerAddress_Country_Descriptor	String	The display name of the instance
BillToCustomerAddress_Descriptor	String	The display name of the instance
BillToCustomerAddress_Id	String	Unique identifier for the bill-to customer's address instance.
BillToCustomerAddress_PostalCode	String	Postal code of the bill-to customer's location.
BillToCustomerAddress_RegionSubdivision1	String	Primary regional subdivision, such as a state or province.
BillToCustomerAddress_RegionSubdivision2	String	Secondary regional subdivision, such as a county or district.
BillToCustomer_Descriptor	String	The display name of the instance
BillToCustomer_Id	String	Unique identifier for the bill-to customer instance.
Company_Descriptor	String	The display name of the instance
Company_Id	String	Unique identifier for the company instance.
Currency_Descriptor	String	The display name of the instance
Descriptor	String	The display name of the instance
DisputeAmount_Currency	String	Currency of the disputed amount on the customer invoice.
DisputeAmount_Value	Decimal	Monetary value of the disputed amount on the customer invoice.
DisputeDate	Datetime	Date when the customer invoice was placed in dispute.
DueAmount_Currency	String	Currency of the amount due for the customer invoice.
DueAmount_Value	Decimal	Monetary value of the amount due for the customer invoice, which can be positive or negative.
DueDate	Datetime	Due date of the customer invoice or adjustment as of the defined reporting date.
Href	String	Hyperlink to access the invoice instance.
InCollection	Bool	Flag indicating if the invoice is currently in collections (true or false).
InDispute	Bool	Flag indicating if the invoice is currently in dispute (true or false).
InvoiceDate	Datetime	Date when the customer invoice was issued.
InvoiceNumber	String	Unique number assigned to the customer invoice.
InvoiceStatus_Descriptor	String	The display name of the instance
InvoiceStatus_Id	String	Unique identifier for the invoice status instance.
InvoiceType_Descriptor	String	The display name of the instance
Memo	String	Additional notes or comments provided on the customer invoice.
NetAmount_Currency	String	Currency of the net amount, which is the total of all invoice line amounts minus tax and prepaid utilization amounts.
NetAmount_Value	Decimal	Net monetary value printed on the invoice, which can be positive or negative.
PaymentStatus_Descriptor	String	The display name of the instance
PaymentStatus_Id	String	Unique identifier for the payment status instance.
PoNumber	String	Purchase order number referenced on the customer invoice.
RelatedInvoice_Descriptor	String	The display name of the instance
RelatedInvoice_Href	String	Hyperlink to access the related invoice instance.
RelatedInvoice_Id	String	Unique identifier (WID, Id, or reference Id) for the related invoice.
RetentionAmount_Currency	String	Currency of the total retention amount from invoice lines.
RetentionAmount_Value	Decimal	Total monetary value of the retention amount from invoice lines.
TaxAmount_Currency	String	Currency of the total tax amount applied to the invoice.
TaxAmount_Value	Decimal	Total monetary value of the tax amount applied to the invoice.
TotalAmount_Currency	String	Currency of the total amount for the customer invoice, including tax.
TotalAmount_Value	Decimal	Total monetary value for the customer invoice, which can be positive or negative.
TransactionType	String	Type of customer invoice document, either 'invoice' or 'adjustment'.
WithholdingAmount_Currency	String	Currency of the tax amount withheld from the customer invoice.
WithholdingAmount_Value	Decimal	Monetary value of the tax amount withheld from the customer invoice.
BillToCustomer_Prompt	String	Customer listed on the invoice.
Company_Prompt	String	Company associated with the invoice.
FromDueDate_Prompt	Date	Starting due date of the invoice or adjustment, formatted as YYYY-MM-DD.
FromInvoiceDate_Prompt	Date	Starting issue date of the invoice, formatted as YYYY-MM-DD.
InvoiceStatus_Prompt	String	Current status of the invoice document.
PaymentStatus_Prompt	String	Current payment status of the invoice document.
ToDueDate_Prompt	Date	Ending due date of the invoice or adjustment, formatted as YYYY-MM-DD.
ToInvoiceDate_Prompt	Date	Ending issue date of the invoice, formatted as YYYY-MM-DD.
TransactionType_Prompt	String	Type of customer transaction. Use 'invoice' or 'adjustment' to filter results.