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The Recurly Create Line Item steptype allows your team to quickly add a new line item to a customer’s subscription directly from Sidekick, without having to leave the ticket and log into Recurly.

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Account

Either the Account ID or the Account Code must be entered to identify the account in Recurly. If both are provided, the Account ID will be used.

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Account ID (Optional)

Use this field to specify the Recurly Account ID to which the line item should be added.
The variable <%= recurly.account.id %> can be used to automatically pull in the Account ID. This value will be populated when the email on the ticket matches a customer in Recurly.

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Account Code (Optional)

Use this field to specify the Recurly Account Code to which the line item should be added.
The variable <%= recurly.account.code %> can be used to automatically pull in the Account Code. This value will be populated when the email on the ticket matches a customer in Recurly.

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Catalog Item (Optional)

Search for a specific catalog item from Recurly that will be added as the line item.

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Charge Type

Select the type of charge for the line item. Options are:
  • Charge
  • Credit
If no value is provided, the default will be “Charge”.

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Item Code (Optional)

Unique code to identify an item. Available when the Credit Invoices feature in Recurly is enabled.

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Amount & Currency

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Currency

Choose from a pre-populated list of currency codes.
If additional values are needed, please reach out to FlowEQ Support.

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Unit Amount

The amount to be charged for each item.

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Quantity

The quantity of the item being added to the subscription.

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Details

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Description

Description that appears on the invoice. If the Item Codeis was specified, this field will be ignored.

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Tax Inclusive

Requires Recurly tax_inclusive_pricing feature. If not enabled, we will create this as tax exclusive.
Determines whether or not tax is included in the unit amount.

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Taxable

Determines whether or not the line item is taxable.

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Credit Reason Code (optional)

The reason the credit was given when line item is a credit. When the Credit Invoices feature is enabled, the value can be set and will default to general if no value is specified. When the Credit Invoices feature is not enabled, the value will always be null.

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Invoice Immediately

Determine whether to immediately invoice the line item. If enabled, the line item will be invoiced immediately. If disabled, the line item will be added to the next invoice.