The billing_context field provides semantic context about the nature of the billable transaction, helping categorize invoices by their underlying business purpose and billing pattern.
Current Implementation: ["subscription", "one_time", "project"]
Field Type: string (enum)
Required: No (optional)
Usage: Context for the billable action
| Value | Description | Use Cases | Examples |
|---|
| subscription | Recurring service billing | SaaS, memberships, utilities | "Monthly hosting subscription" |
| recurring | Regular repeated charges | Rent, insurance, maintenance | "Quarterly license renewal" |
| periodic | Fixed interval billing | Magazine subscriptions, support contracts | "Annual software license" |
| installment | Payment plan billing | Equipment financing, large purchases | "3rd of 12 monthly payments" |
| retainer | Prepaid service agreement | Legal services, consulting | "Monthly legal retainer fee" |
| Value | Description | Use Cases | Examples |
|---|
| usage_based | Pay-per-use billing | Cloud services, API calls | "Data transfer charges" |
| consumption | Resource consumption | Utilities, bandwidth | "Electricity usage - March" |
| metered | Measured service usage | Cloud compute, storage | "AWS compute hours" |
| volume_based | Quantity-driven pricing | Bulk services, transactions | "Per-transaction processing" |
| overage | Excess usage charges | Data plans, service limits | "Over-limit bandwidth fees" |
| Value | Description | Use Cases | Examples |
|---|
| project | Project-specific billing | Consulting, development work | "Website development project" |
| milestone | Project milestone payments | Construction, software delivery | "Phase 2 completion payment" |
| hourly | Time-based billing | Consulting, legal services | "40 hours consulting @ $150/hr" |
| fixed_price | Fixed project cost | Website design, software license | "Fixed-price logo design" |
| time_materials | Time + materials billing | Construction, repairs | "Repair work: 8hrs + parts" |
| Value | Description | Use Cases | Examples |
|---|
| one_time | Single transaction | Product sales, services | "Software license purchase" |
| event_based | Event-triggered billing | Processing fees, penalties | "Late payment fee" |
| commission | Performance-based payment | Sales commissions, referrals | "5% sales commission" |
| bonus | Performance incentive | Achievement rewards | "Q4 performance bonus" |
| reimbursement | Expense reimbursement | Travel, materials | "Conference travel expenses" |
| Value | Description | Use Cases | Examples |
|---|
| maintenance | Maintenance services | Equipment servicing, updates | "Annual maintenance contract" |
| support | Customer support services | Technical support, help desk | "Premium support package" |
| consulting | Advisory services | Strategy, implementation | "Digital transformation consulting" |
| training | Educational services | Workshops, certifications | "Staff training program" |
| professional_services | Expert services | Legal, accounting, advisory | "Tax preparation services" |
| Value | Description | Use Cases | Examples |
|---|
| contract | Contract-based billing | Service agreements | "Annual service contract" |
| license | Licensing fees | Software, intellectual property | "Enterprise software license" |
| rental | Equipment/property rental | Office space, equipment | "Monthly office rent" |
| lease | Long-term lease payments | Vehicle leases, equipment | "Company car lease" |
| franchise | Franchise fees | Franchise operations | "Monthly franchise fee" |
| Value | Description | Use Cases | Examples |
|---|
| adjustment | Billing adjustments | Corrections, modifications | "Price adjustment - Q3" |
| refund | Payment refunds | Returns, cancellations | "Cancelled service refund" |
| credit | Account credits | Service credits, discounts | "Service downtime credit" |
| penalty | Penalty charges | Late fees, violations | "Contract breach penalty" |
| discount | Discount applications | Promotional pricing | "Early payment discount" |
| Value | Description | Use Cases | Examples |
|---|
| deposit | Security deposits | Service deposits, advances | "Utility connection deposit" |
| advance_payment | Prepaid amounts | Future services, goods | "50% project advance" |
| escrow | Escrow payments | Held funds, guarantees | "Construction escrow payment" |
| insurance | Insurance premiums | Coverage payments | "Professional liability insurance" |
| tax | Tax-only invoices | Tax assessments | "Property tax assessment" |
| Value | Description | Use Cases | Examples |
|---|
| promotional | Promotional billing | Special offers, campaigns | "Launch promotion - 50% off" |
| trial | Trial period billing | Service trials | "Premium trial upgrade" |
| freemium | Freemium upgrades | Feature unlocks | "Pro feature activation" |
| setup | Initial setup fees | Onboarding, configuration | "Account setup fee" |
| activation | Service activation | New service starts | "Service activation fee" |
| Value | Description | Use Cases | Examples |
|---|
| other | Unspecified context | Unique situations | "Specialized service" |
| mixed | Multiple contexts | Combined billing | "Subscription + overage" |
| unknown | Context not determinable | OCR processing | "Context unclear from document" |