Example 3: Display Transaction History Without Invoice Transactions
This example demonstrates how to use the HideTransactionType filter to display a transaction history without including invoice transactions.
This example shows you how to use the HideTransactionType filter to display a Previous Transactions table without invoice transactions.
Two invoices are posted:
-
INV00000001: Invoice is posted on 02/10/2012, a processed payment and payment date on 02/12/2012, a processed adjustment and adjustment date on 02/17/2012.
-
INV00000002: Invoice is posted on 03/01/2012.
Customize the Template
The Transaction Date column in the following table contains the HideTransactionType filter.
|
Previous Transactions | |||||
|---|---|---|---|---|---|
|
Transaction Date |
Transaction Number |
Transaction Type |
Description |
Amount |
Account Balance Impact |
|
<<TableStart: PreviousTransaction>> <<TableFilter: UpToDaysOld>> <<TableFilter:HideTransactionType Invoice>> <<Transaction. TransactionDate>> |
<<Transaction. TransactionNumber>> |
<<Transaction. TransactionType>> |
<<Transaction. Description>> |
<<Transaction. TransactionAmount>> |
<<Transaction. AccountBalanceImpact>> <<TableEnd: PreviousTransaction>> |
View the Invoice
View INV0000002 in PDF format. The invoice transaction is hidden:
|
Previous Transactions | |||||
|---|---|---|---|---|---|
|
Transaction Date |
Transaction Number |
Transaction Type |
Description |
Amount |
Account Balance Impact |
|
02/12/2012 |
P00000001 |
Credit Card Payment |
Pay invoice |
$200.00 |
($200.00) |
|
02/17/2012 |
IA00000001 |
Adjustment |
Adjust invoice |
($15.00) |
($15.00) |