Recorded invoice line amount
Record grain: invoiceLine
Date basis: Parent invoice issue date; line amount before tax
Rules: No sum of repeated invoice-header totals
Payments & invoices · Google Sheets sample
GoHighLevel Invoice Line Items report template
Inspect invoice line amounts, quantities, and customer detail at invoice-line grain. Use this when header totals are too coarse for the question.
Invoice Line Items
Invented sample · Fixed as of October 13, 2026 · USD · America/Chicago
Change filters to explore the sample locally. No account connection.
Recorded invoice line amount$5,850.00Parent invoice issue date; line amount before tax
Invoice lines3Recorded date in selected period
Invoiced units4Recorded date in selected period
Invoices with lines2Recorded date in selected period
Invoice line amounts by item
View chart data
| Group | Value |
|---|---|
| Service package | $2,000.00 |
| Consultation | $200.00 |
| Support agreement | $3,650.00 |
Invoiced units by item
View chart data
| Group | Value |
|---|---|
| Service package | 2 |
| Consultation | 1 |
| Support agreement | 1 |
| Invoice | Item | Quantity | Line amount | Customer |
|---|---|---|---|---|
| i1 | Service package | 2 | $2,000 | Ava Wilson |
| i1 | Consultation | 1 | $200 | Ava Wilson |
| i2 | Support agreement | 1 | $3,650 | Ethan Brooks |
What the metrics mean
Invoice lines
Record grain: invoiceLine
Date basis: Recorded date in selected period
Rules: One contributing record per typed ID
Invoiced units
Record grain: invoiceLine
Date basis: Recorded date in selected period
Rules: One contributing record per typed ID
Invoices with lines
Record grain: invoice
Date basis: Recorded date in selected period
Rules: One contributing record per typed ID
Required data and boundaries
- Embedded invoice lines
- Invoices and current balances
- Contacts
Do not repeat the invoice header total on every line when calculating a sum. Embedded lines are bundled with the parent invoice under the planned transfer-counting rules.
Invoice items are a child grain. Partial item coverage is not a full invoiced-business total. Header balances are never repeated across item rows.
CRM coverage only · USD; other currencies excluded. Financial units and relationship namespaces are simulated, not provider-validated.
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