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Associated transaction types

Learn about associated transaction types

Certain transaction types, such as invoice item adjustments or refunds, have a one-to-one relationship with another transaction type. The following table show how certain transaction types map to an associated transaction type.

Each associated transaction type has a corresponding associated transaction subtype. These subtypes are the same as those documented in the previous Transaction Subtypes table. For example, the associated transaction subtypes for Invoice Item Adjustment are Credit and Charge.

Transaction Type

Associated Transaction Type

Invoice

Invoice Item

Invoice Payment

Payment

Refund

Taxation Item

Credit Balance (applied to invoice)

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Credit Balance (transferred From invoice)

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Credit Balance (electronic payment)

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Credit Balance (external payment)

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Credit Balance (electronic refund)

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Credit Balance (external refund)

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Invoice Adjustment

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Invoice Item Adjustment

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Invoice Item Adjustment (tax)

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Payment (electronic)

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Payment (external)

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Refund (electronic)

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Refund (external)

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Tax

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