Example 1: Display Transaction History Since the Last Invoice
This reference provides an example of using the FromLastInvoice filter to display transactions occurring after the last invoice date.
This example shows you how to use the FromLastInvoice filter to display transactions with transaction dates after the date of the last invoice.
Two invoices are posted:
-
INV00000001: The invoice is posted on 01/15/2012, a processed payment and payment date on 01/18/2012, a processed adjustment and adjustment date on 01/22/2012.
-
INV00000002: Invoice posted on 02/15/2012.
Customize the Template
The following example illustrates how to configure the Previous Transactions table with the filter FromLastInvoice :
|
PREVIOUS TRANSACTIONS | |||||
|---|---|---|---|---|---|
|
Transaction Date |
Transaction Number |
Transaction Type |
Description |
Amount |
Account Balance Impact |
|
<<TableStart:PreviousTransaction>> <<TableFilter:FromLastInvoice>> <<Transaction.TransactionDate>> |
<<Transaction. TransactionNumber>> |
<<Transaction. TransactionType>> |
<<Transaction. TransactionDescription>> |
<<Transaction. TransactionAmount>> |
<<Transaction. AccountBalanceImpact>><<TableEnd:PreviousTransaction>> |
View the Invoice
Open INV00000002 in PDF format, the table will show transactions by the filter FromLastInvoice :
|
PREVIOUS TRANSACTIONS | |||||
|---|---|---|---|---|---|
|
Transaction Date |
Transaction Number |
Transaction Type |
Description |
Amount |
Account Balance Impact |
|
01/15/2012 |
INV00000001 |
Invoice |
Invoice |
$900.00 |
$900.00 |
|
01/18/2012 |
P00000001 |
Credit Card Payment |
Pay invoice |
$500.00 |
($500.00) |
|
01/22/2012 |
IA00000001 |
Adjustment |
Adjust invoice |
($35.00) |
($35.00) |