Invoice Reports
Overview
Invoice reports provide a daily summary of the invoices associated with an organization. The V1 Invoice Summary provided a snapshot of in-progress data, whereas the V2 Invoice Summary ensures that customers receive complete and finalized data sets, addressing scenarios where invoices span multiple days.
The V1 Invoice Summary will be deprecated after 2026-10-31. Organizations can request historical backfill data for the V2 Invoice Summary by providing the org_id and backfill_start_date in an Admin Support ticket.
The V1 report uses the INVOICE_DATE to group invoices which were created on a given date.
The V2 report uses the CLOSED_DATE to group invoices which were closed on a given date.
File Name Structure
V1: s3://branchapp-sftp/home/{org_name}/out/invoice_summary/{org_name}_invoice_summary_YYYY-MM-DD.csv
V2: s3://branchapp-sftp/home/{org_name}/out/invoice_summary_v2/{org_name}_invoice_summary_v2_YYYY-MM-DD.csv
Column Details
| Version | Column Name | Type | Example Data |
|---|---|---|---|
| V1, V2 | INVOICE_ID | NUMBER | 1847198 |
| V1 | INVOICE_DATE | DATE | 2023-09-17 |
| V2 | CREATED_DATE | DATE | 2023-09-17 |
| V2 | CLOSED_DATE | DATE | 2023-09-18 |
| V1, V2 | DESCRIPTION | TEXT | Acme Invoice Configuration |
| V1, V2 | TOTAL | NUMBER | 23201.62 |
| V1, V2 | FUNDING_SOURCE | NUMBER | 1181961 |
| V1, V2 | STATUS | TEXT | COMPLETED |
Updated 20 days ago