Delegated invoices

📝 Note: If the AppDirect logo appears in the upper-left corner of the page, when Manage > Marketplace appears in this topic, click the grid icon > Switch to | Store, instead.

The system generates delegated invoices when a negative balance is carried over to the next invoice in the billing cycle. The negative balance reduces the amount the customer owes for each invoice. The invoice has a status of PAID with a negative balance. After the negative balance is delegated to the next invoice in the billing cycle, the invoice status changes from PAID to CARRIED.

For example, you downgrade a monthly subscription on January 1. The downgrade created a balance of -$1,000 on your January 1 invoice with a status of PAID. When the negative balance is carried over to the next invoice in the billing cycle (February 1), the January 1 invoice status changes to CARRIED.

The following table illustrates that the balance of -$1,000 is delegated to future invoices. Each month, the negative balance is reduced by $100 and the status of the invoice changes from PAID to CARRIED. The invoice for March 1 has a status of PAID. After the next invoice (April 1) in the billing cycle is created with the negative balance of -$700, the March 1 invoice changes to CARRIED.

Date	Status of invoice	Balance
January 1	CARRIED	-$1,000
February 1	CARRIED	-$900
March 1	PAID	-$800

Delegated invoices are linked to the next invoice in the billing cycle.

📝 Note: Only negative balances carried over in recurring subscriptions result in delegated invoices. Delegated invoices are not created from invoices issued from checkouts.

The following scenarios create negatives balance that result in delegated invoices:

• When you create a subscription downgrade. For example, you own 15 licenses and then downgrade to 5 licenses. You receive a credit for the 10 extra licenses.
• When you have metered usage and your reported usage is less than what you are metered for.
• When you have fixed discounts on your products.

You can view the status and the invoices linked to the delegated invoice through the following:

• Retrieve an Invoice API endpoint (GET /api/billing/v1/invoices/{invoice number}).
• Manage > Marketplace > Dashboard > Invoices and checking the Status column of the invoice.
• Manage > Marketplace > Dashboard > Invoices and selecting the invoice to open it.

For examples of delegated invoices, see View invoice details.