Example 4: Display the Starting Balance in an Invoice Summary
This example demonstrates how to display a Starting Balance in an Invoice Summary using the Account.PreviousTransactionStartAmount merge field.
This example shows you how to use the Account.PreviousTransactionStartAmount merge field to display a Starting Balance in an Invoice Summary.
Two invoices are posted:
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INV00000001: Invoice is posted on 01/15/2012 with the following transactions:
-
One processed payment on 01/18/2012
-
One processed adjustment on 01/22/2012
-
-
INV00000002: Invoice is posted on 02/15/2012.
Customize the Template
The following table provides an example for setting up an Invoice Summary in your invoice template:
|
INVOICE SUMMARY | |||||
|---|---|---|---|---|---|
|
Starting Balance |
<<Account.PreviousTransactionStartAmount>> | ||||
|
<<TableStart:PreviousTransaction>> <<TableFilter:FromLastInvoice>> <<Transaction.TransactionType>> |
<<Transaction.AccountBalanceImpact>> <<TableEnd:PreviousTransaction>> | ||||
|
Your Previous Balance |
<<Account.PreviousBalance>> | ||||
|
New Charges |
<<Invoice.Balance>> | ||||
|
Your Account Balance |
<<Account.PreviousBalance>> + <<Invoice.Balance>> | ||||
View the Invoice
INV00000002 in PDF format displays the following information, where the rows in the Previous Transactions table are the result from the filter FromLastInvoice.
|
PREVIOUS TRANSACTIONS | |||||
|---|---|---|---|---|---|
|
Transaction Date |
Transaction Number |
Transaction Type |
Description |
Amount |
Account Balance Impact |
|
01/15/2012 |
INV00000001 |
Invoice |
Invoice |
$500.00 |
$500.00 |
|
01/18/2012 |
P00000001 |
Credit Card Payment |
Payment |
$250.00 |
($250.00) |
|
01/22/2012 |
IA00000001 |
Adjustment |
Adjustment |
($50.00) |
($50.00) |
|
INVOICE SUMMARY | |||||
|---|---|---|---|---|---|
|
Starting Balance |
$0.00 | ||||
|
Invoice (INV00000001) |
$500.00 | ||||
|
Credit Card Payment (P00000001) |
($250.00) | ||||
|
Adjustment (IA00000001) |
($50.00) | ||||
|
Your Previous Balance |
$200.00 | ||||
|
New Charges |
$200.00 | ||||
|
Your Account Balance |
$400.00 | ||||