Line Items

Zoho Books Line Items efficiently record product/service details in invoices, including description, quantity, price, taxes, and discounts. Subtotal and grand total calculations streamline invoicing, with clear currency codes for precise financial tracking

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Data

Sample Data

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Data headers

Zoho Books: Line Items Table

Header	Description
date	Date of the invoice
customer_name	Customer name
invoice_number	Invoice number
currency_code	Currency code of the invoice
product_type	Type of product
name	Name of the product
internal_name	Internal name of the product
description	Description of the product
unit	Unit of measurement
quantity	Quantity of the product
rate	Rate per unit in default currency
bcy_rate	Rate per unit in base currency
discount	Discount applied
account_name	Account name associated with the line item
tax_name	Name of the tax applied
tax_percentage	Tax percentage applied
item_total	Total amount for the line item in default currency
hsn_or_sac	HSN or SAC code
exchange_rate	Exchange rate for the invoice
invoice_status	Status of the invoice
line_item_id	Zoho Books ID for the line item
item_id	Zoho Books ID for the item
account_id	Zoho Books ID for the account associated with the line item
tax_id	Zoho Books ID for the tax applied to the line item
tax_type	Type of tax applied
invoice_id	Zoho Books ID for the invoice
customer_id	Zoho Books ID for the customer
ym	Year month of the entry in YYYY-MM format

Filtration options

This job can restrict the data that is visible in spreadsheets. Use the following parameters to restrict the data.

Parameter	Options
start_date	Select bills with billing date on or after start_date. Format - YYYY-MM-DD
end_date	Select bills with billing date on or before end_date. Format - YYYY-MM-DD
customer_id	Select invoices issued to a particular customer. Customer id is the id of the customer from zoho books.