Overview

Required plan

This feature or setting is available to all customers on any Recurly subscription plan.

Prerequisites

To access this export feature, ensure that the "Multiple Coupons Per Account" option is activated in your Coupon Settings; otherwise, it won't appear on the Exports page.

Definition

This feature becomes available if you have enabled the Multiple Coupons Per Account option in the Coupon Settings.Through this export, you can view details such as how much discount is attributed to each coupon redemption applied, especially useful when you have multiple active coupons on an account. The data will show a row for each charge or credit's discount, showcasing how much of the discount was derived from each coupon redemption.

Options

You are granted two distinct options for exporting data:

Include uninvoiced adjustments

By default, the export primarily includes invoiced adjustments. However, upon selecting this option, you can view both charges and credits that haven't been invoiced as of yet, within a specified date range. These adjustments bear a 'pending' status and are placed at the commencement of the export document.

Use invoice posted date

Ordinarily, the export utilizes the adjustment's creation date rather than the invoice date. Consequently, an older uninvoiced charge or credit that was created within a set date range but invoiced later will not be reflected in the export. To counter this, choose this option to instead use the invoice posted date for a comprehensive view. Note that the creation date determines the presence of uninvoiced adjustments in the export as they lack an associated invoice date.

Filters

Time Range Filter

Utilize this feature to visualize charge and credit adjustments initiated in a specified timeframe. The "adjustment_created_at" date in the export is the default parameter used to filter results. In case you wish to filter adjustments based on the invoice creation date, simply opt for the "Use invoice date" option.

Note: Adjustments are immutable; hence, a 'modified' time range option is non-existent.

Exports table

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To help you identify and organize information effectively, the export provides a structured table that contains the following columns:

Column Name	Example	Description	Data type (max size)
uuid	b964b5439c2548a489b3a136e75aee9f	Unique internal identifier for the adjustment. Equivalent to line_item_uuid in the deprecated Invoices export.	varchar(32)
account_code	123122E	Account code being charged for this invoice.	varchar(50)
subscription_id	1fed8d153fcf4ea2a1d55ff2eebd51b7	Subscription UUID associated with this adjustment on the invoice.	varchar(32)
invoice_id	4bdb2171cebe4ecfb0cb129bd1a65746	Unique internal identifier for the invoice. This is called the 'id' in the Invoices - Summary export or 'uuid' for the invoice in the API.	varchar(32)
adjustment_status	invoiced or pending	Current status of the adjustment. Pending adjustments are charges or credits on an account that have not been applied to an invoice yet. Invoiced adjustments will always have an invoice associated with them.	string
adjustment_type	charge or credit	Charges are positive adjustments that debit the account. Credits are negative adjustments that credit the account.	varchar(10)
adjustment_created_at	2012-02-19 12:01:33 PST	Creation date of the adjustment. This date will equal the billed_date of the invoice in most cases, but will be older than the billed_date if the adjustment was created on the account a period of time before it was invoiced. The adjustment_created_at date will never be after the invoice's billed_date.	timestamp
adjustment_start_at	2012-02-19 12:01:33 PST	Bill cycle start date for a specific adjustment. Equivalent to line_item_start_date in the deprecated Invoices export.	´timestamp
adjustment_end_at	2012-02-19 12:01:33 PST	Bill cycle end date for a specific adjustment. Equivalent to line_item_end_date in the deprecated Invoices.	timestamp
adjustment_description	Gold Plan	Description for a specific adjustment. This is automatically generated for all plan adjustments. This is custom for one-time custom charges and credits. Equivalent to line_item_description in the deprecated Invoices export	varchar(255)
adjustment_quantity	1	Quantity of the adjustment.	numeric
adjustment_currency	USD	Currency of the adjustment.	varchar(3)
adjustment_amount	100	Adjustment amount, before discounts or taxes.	numeric
adjustment_total	50	The total amount of the adjustment after discounts and taxes [(quantity x price) + discount + tax]. Equivalent to line_item_total in the deprecated Invoices.	numeric
adjustment_taxable	0 or 1	0 indicates adjustment is not taxable, 1 indicates adjustment is taxable.	boolean
adjustment_discount	5	The discount applied to the adjustment that comes from the specific coupon redemption in adjustment_coupon_code.	numeric
adjustment_tax	5	The tax amount for the adjustment.	numeric
adjustment_accounting_code	X100	Internal accounting code for a specific adjustment. This value will only populate if you define an accounting code for the adjustment. Accounting codes can be defined for all adjustments. Plan set-up fees and plan free trial charges will inherit the plan's accounting code. Equivalent to line_item_accounting_code in the deprecated Invoices export.	varchar(25)
adjustment_product_code	gold	Product code for a specific adjustment. This will populate automatically with the plan code or add-on code if the adjustment is for a subscription. This will populate for custom charges and credits (origin = debit or one_time) if a value was set when the adjustment was created. Equivalent to line_item_product_code in the deprecated Invoices export.	varchar(50)
adjustment_tax_code	P0000000, physical	Tax code is a field associated with the adjustment that we send to Avalara for tax calculations. If you are using Recurly's EU VAT feature, you can use values of 'unknown', 'physical', or 'digital'. If you have your own Avalara AvaTax account configured, you can use Avalara tax codes to assign custom tax rules.	varchar(50)
adjustment_origin	plan, plan_trial, setup_fee, add_on, debit, one_time, credit, carryforward	The original source for an adjustment. A credit created from an original charge will have the value of the charge's origin. Equivalent to line_item_origin in the deprecated Invoices export. (plan = subscription fee, plan_trial = trial period 0 amount charge, setup_fee = subscription setup fee, add_on = subscription add-on fee, debit = custom charge through the UI or Adjustments API, one_time = custom charge through the Transactions API, credit = custom credit, carryforward = the charge that zeros out a negative invoice and should be ignored)	varchar(20)
tax_type	usst, vat, ca, au, nz	Tax type for the adjustment. Will be "vat" for EU VAT, "usst" for U.S. Sales Tax, or the 2 letter country code for country level tax types like Canada, Australia, New Zealand, Israel, and all non-EU European countries.	varchar(6)
tax_region	NY, FR, GST, VAT	The tax region for the adjustment. For U.S. Sales Tax, this will be the 2 letter state code. For EU VAT this will be the 2 letter country code. For all country level tax types, this will display the regional tax, like VAT, GST, or PST.	varchar(15)
tax_rate	0.09	Tax rate applied to the adjustment.	numeric
tax_amount	5	The tax amount for the adjustment. This column is the same as the adjustment_tax column, but tax_amount may be missing a few values for merchants who have used Recurly's older VAT feature (pre-2015). Merchants who used the old VAT feature should use the adjustment_tax column for older reports.	numeric
country_juris	united states, germany, australia	Country tax jurisdiction of the adjustment. This will be the full name of the country in lowercase.	string
country_rate	0	Country tax rate of the adjustment. This is the tax rate that corresponds to the country_juris and country_amount.	numeric
country_amount	0	Country tax amount of the adjustment. This is the tax amount that corresponds to country_rate and country_juris.	numeric
state_juris	california, ontario	State or province tax jurisdiction of the adjustment. This will be the full name of the state or province in lowercase.	string
state_rate	0.065	State or province tax rate of the adjustment. This is the tax rate that corresponds to the state_juris and state_amount.	numeric
state_amount	0.33	State or province tax amount of the adjustment. This is the tax amount that corresponds to state_rate and state_juris.	numeric
county_juris	san mateo	County tax jurisdiction of the adjustment. This will be the full name of the county in lowercase.	string
county_rate	0.01	County tax rate of the adjustment. This is the tax rate that corresponds to the county_juris and county_amount.	numeric
county_amount	0.05	County tax amount of the adjustment. This is the tax amount that corresponds to county_rate and county_juris.	numeric
city_juris	san francisco	City tax jurisdiction of the adjustment. This will be the full name of the city in lowercase.	string
city_rate	0.1	City tax rate of the adjustment. This is the tax rate that corresponds to the city_juris and city_amount.	numeric
city_amount	0.05	City tax amount of the adjustment. This is the tax amount that corresponds to city_rate and city_juris.	numeric
special_juris	san francisco	Special tax jurisdiction of the adjustment. This will be the full name of the jurisdiction in lowercase.	string
special_rate	0.1	Special jurisdiction tax rate of the adjustment. This is the tax rate that corresponds to the special_juris and special_amount.	numeric
special_amount	0.05	Special jurisdiction tax amount of the adjustment. This is the tax amount that corresponds to special_rate and special_juris.	numeric
adjustment_refund	TRUE, FALSE	TRUE indicates that the adjustment is a refund of a charge. FALSE indicates that the adjustment was a standard charge.	boolean
original_adjustment_uuid	b964b5439c2548a489b3a136e75aee9f	Value is the uuid of the previous related adjustment. Will only have a value if the adjustment is a credit created from a previous credit, or if the credit was created from a charge refund.	varchar(32)
invoice_number	1291	Invoice number of the invoice the adjustment was on.	string
invoice_state	paid	Current state of the invoice the adjustment was on. State can be: pending, processing, past_due, paid, or failed. Equivalent to invoice_status in the Invoices - Summary export.	varchar(20)
adjustment_coupon_code	1monthfree-K09SC9R8	The coupon code that discounted the adjustment.	string
invoice_billed_date	2012-02-19 12:01:33 PST	Creation date of the invoice. Equivalent to date in the deprecated Invoices export.	timestamp
invoice_closed_at	2012-02-19 12:01:33 PST	Date invoice was paid or failed.	timestamp
invoice_net_terms	on-receipt, net-10, net-30, net-60	Identifies the net_terms agreement associated with the invoice. All automatic collection invoices are due 'on-receipt'. Manual collection invoices can have terms of net-10, net-30, net-60, or a custom net day amount.	numeric
invoice_po_number	AE12523	For manual invoicing, this identifies the Purchase Order number associated with the invoice. This value must be entered by the merchant at the time the invoice is created or it will not exist.	varchar(50)
invoice_collection_method	automatic or manual	Identifies whether the invoice fees are collected via manual or automatic invoicing. An automatic invoice means a corresponding transaction is run using the account's billing information at the same time the invoice is created. Manual invoices are created without a corresponding transaction. The merchant must enter a manual payment transaction or have the customer pay the invoice with an automatic method, like credit card, PayPal, Amazon, or ACH bank payment.	string
invoice_type	invoice_type	The original invoice will have a type of 'purchase'. Any refunds or voids will create a negative invoice to cancel out the original. This negative invoice will have a type of 'refund'.	string
account_name	JJ Smith	First and last name from account.	text
account_country	US	The 2 letter country code for the country of the customer's address on the invoice. This will come from the Billing Address or the Account Address depending on your tax settings and the invoice collection method.	varchar(2)
account_vat_number	IE124211145	VAT registration number for the customer on the invoice. This will come from the VAT Number field in the Billing Info or the Account Info depending on your tax settings and the invoice collection method.	varchar(20)
adjustment_plan_code	basic	The plan code for the plan associated with the subscription. This value will exist for plan fee, setup fee, add-on fee and free trial adjustments. This value will not exist for custom charges, custom credits, or open amount refund credits.	varchar(50)
original_invoice_number	1002	If the row is an adjustment on a refund invoice, this value will exist and show the invoice number of the purchase invoice the refund was created from.	string
invoice_due_on	2012-02-19 12:01:33 PST	The due date of the invoice.	timestamp
adjustment_subtotal	50.25	The adjustment amount after discounts, but before taxes.	numeric
adjustment_credit_reason_code	general, service, promotional, refund, write_off, gift_card	The credit reason code of the adjustment. This is a new attribute with Recurly defined values the merchant can choose from when creating custom credits, or Recurly will set when issuing credits. This column will be null until Recurly's Credit Invoices feature is enabled on your Recurly site.	string
adjustment_refundable_amount	50.25	The refundable amount of the charge adjustment, which is the adjustment total, including discounts and tax, minus all credit adjustments issued against it. This column will be null until Recurly's Credit Invoices feature is enabled on your Recurly site.	numeric
shipping_method_code	usps-overnight	The Shipping Method code used when the Shipping Method was created.	varchar(50)
item_code	item123	The Item Code maps to the user-specified unique ID of the item that was sold on this adjustment. Reference this page for more on items.	varchar(50)
item_id	1234567899876543210	The Item ID maps to the system-generated unique ID of the item that was sold on this adjustment.	string
external_sku	abc123	The External SKU mapps to the user-specified SKU of the item that was sold on this adjustment.	varchar(50)

Adjustments — coupons - export