Invoice Line Item Overview

Learn about Invoice Line Item's in Maica

What is an Invoice Line Item?

An Invoice Line Item is a specific entry on an Invoice that details a particular service provided, including its Quantity, Amount, Support Category, etc.

Please note the following Xero recommended limits of Invoice Line Item records associated with an Invoice:

• Per Invoice: Xero recommends keeping invoices to no more than 50 line items. Exceeding this number may lead to issues with invoice loading times and overall system performance.

• Monthly Volume: For optimal performance, Xero suggests a monthly limit of approximately 1,000 sales invoices, each containing around 10 line items. This guideline helps maintain system efficiency and responsiveness.

To learn more about Maicas integration with Xero, click here.

Invoice Line Item Key Terms and Components

Whilst working with Invoice Line Item(s), you will come across a number of key terms and related components. The table below describes each of those in further detail:

Key Term	Type	Description
Payment Request	Related Object	A Payment Request is a Related Object to an Invoice Line Item that is dynamically created after a Claim has been made for that particular Line Item. It represents an attempt to make a Claim from PRODA. It contains details of the Request, including the Claim Date, Claim Amount, etc.
Line Total	Field	This field represents the total of the GST Amount + Amount.
Claim Type	Field	A Claim Type refers to a specific category or nature of a service or charge associated with an Invoice Line Item.
Claim Count	Field	This field represents the number of Payment Requests submitted to PRODA to claim the funds. For example, if you only got Partially Paid on your first request and you submit another one, the Claim Count would be 2.
Paid Amount	Field	This field represents the total value of the Invoice Line Item paid from PRODA. For example, if you submitted a Claim for a Invoice Line Item with a Line Total of $100 and only got paid $70, the Paid Amount would show $70
Claim Balance	Field	This field represents the difference between the Paid Amount and the Line Total. Hence, in the example above, the Claim Balance would be $30.
Quantity	Field	This field represents the multiplication value of any particular Unit Price within a Line Item. For example, if you charged a Service for $50 and set your Quantity to 2 (to perhaps represent 2 hours), this would set your Line Item amount to $100.
Quantity Delivered	Field	This field represents the ratio-adjusted Quantity delivered for a Service within a Line Item. It ensures that utilisation and financial roll-ups are calculated based on accurate values when either the Unit Price or Quantity is ratioed in your Maica Billing Management Settings. For example, if a Quantity of 2 is entered but the Unit Price is ratioed by 50%, Maica will calculate a Quantity Delivered of 1. If the Line Item is excluded (via the Exclude checkbox), it will not be considered in Quantity Delivered totals at the Agreement Item level.

The Line Total and Quantity Delivered fields will exclude any Invoice Line Items where the Exclude checkbox is ticked. This ensures voided or incorrect records do not impact delivery tracking or Agreement Item rollups.

Invoice Line Item Statuses

Entry Conditions

In order for a Status to be set for an Invoice Line Item, first the Claim Type must be Agency Managed. In scenarios where the Claim Type is not Agency Managed, no Status will be set.

Statuses

Whilst working with Invoice Line Item(s), you will notice a Status Bar at the top of the page, as shown below. The default stage for an Agency Managed Invoice Line Item is Entered.

Similar to Invoice(s), these Statuses outline the stage of the lifecycle any particular Invoice Line Item will be in at any particular time. In Maica, the Status is adjusted dynamically depending on a range of factors and logic that are described below, and explained in further detail here.

Status	Description	Logic
Entered	The Invoice Line Item has been created and recorded in the system but has not yet been processed for claiming or payment.	Line Total > 0 AND Claim Count = 0 AND Claim Balance Formula = Line Total AND Paid Amount = 0
Claimed	The Invoice Line Item has been submitted for Claiming.	Line Total > 0 AND Claim Count > 0 AND Paid Amount = 0
Partially Paid	A portion of the amount for the Invoice Line Item has been paid, but there is still an outstanding balance.	Line Total > 0 AND Claim Count > 0 AND Paid Amount > 0 AND Claim Balance Formula > Paid Tolerance Formula AND Paid Amount < Line Total

For Fully Paid status, please refer to the following Condition Logic:

Condition Logic

1 AND 2 AND (3 OR 4)

This logic evaluates whether conditions 1 and 2 are true, and then checks if either condition 3 or condition 4 is true. All parts of the logic must be satisfied for the overall condition to be true: both 1 and 2 must be true, and in addition, either 3 or 4 must also be true.

Status	Description	Logic
Fully Paid	The entire amount for the Invoice Line Item has been paid in full, and no further payment is required.	Line Total > 0 AND Claim Count > 0 AND Paid Amount >= 0 AND Claim Balance Formula >= Paid Tolerance Formula

Excluding Invoice Line Items from Totals

Sometimes, an Invoice Line Item should not be included in totals—either because it’s invalid, voided, or needs to be removed from Agreement delivery calculations. In these cases, you can use the Exclude checkbox on the Invoice Line Item.

When checked:

• The Line Item will not be included in the Invoice totals.

• If linked to an Agreement Item, the Line Total and Quantity Delivered will also be excluded from Agreement delivery totals.

• This allows for more accurate reporting when voiding items or adjusting invoices mid-claim.

You’ll typically use this checkbox in scenarios where:

• The entire invoice has been voided

• A specific line item is no longer valid and should be ignored

• You want to prevent a line item from affecting the Agreement Item Total Delivered value

Note: Excluded Line Items are still visible and auditable—this setting simply removes them from financial and delivery rollups.