![]() Including the HideTransactionType filter causes the invoice transaction line to be hidden, and the starting balance from > (the green row) to increase by the amount of the hidden transaction.The CardPointe Mobile app extends the features and benefits of the CardPointe platform to iOS and Android devices and is available to CardPointe customers free of charge. INV00000002 in PDF format displays the following information, where the rows in the Previous Transaction table are the result from the filter FromLastInvoice. The invoice summary table contains a previous transactions table (the yellow rows) that includes the HideTransactionType filter. This example shows you how to filter out invoice transactions from previous invoices and add the amounts to the Starting Balance. PREVIOUS TRANSACTIONSĮxample 5: Display the Starting Balance and Filter Out Invoice Transactions INV00000002 in PDF format displays the following information, where the rows in the Previous Transactions table are the result from the filter FromLastInvoice. The following table provides an example for setting up an Invoice Summary in your invoice template: INVOICE SUMMARY ![]() INV00000001: Invoice is posted on with the following transactions:.This example shows you how to use the Account.PreviousTransactionStartAmount merge field to display a Starting Balance in an Invoice Summary. View INV0000002 in PDF format. The invoice transaction is hidden: Previous TransactionsĮxample 4: Display the Starting Balance in an Invoice Summary The Transaction Date column in the following table contains the HideTransactionType filter. This example shows you how to use the HideTransactionType filter to display a Previous Transactions table without invoice transactions. The following transactions are displayed when viewing INV0000002 in PDF format: Previous TransactionsĮxample 3: Display Transaction History Without Invoice Transactions 30 days old, replace the default string > with >.90 days old, replace the default string > with >.To display transactions up to a specific number of days: The following table shows the UpToDaysOld filter in the Transaction Date column, which will display transactions up to 60 days old (default value). INV00000001: Invoice is posted on , a processed payment and payment date on, a processed adjustment and adjustment date on.This example shows you how to use the UpToDaysOld filter to display transactions from a specified number of days ago. Open INV00000002 in PDF format, the table will show transactions by the filter FromLastInvoice: PREVIOUS TRANSACTIONSĮxample 2: Display Transaction History From a Specified Date Range The following example illustrates how to configure the Previous Transactions table with the filter FromLastInvoice: PREVIOUS TRANSACTIONS INV00000001: The invoice is posted on , a processed payment and payment date on, a processed adjustment and adjustment date on.This example shows you how to use the FromLastInvoice filter to display transactions with transaction dates after the date of the last invoice. The date and time is not the Transaction Date.Įxample 1: Display Transaction History Since the Last Invoice The date range filters use the date and exact time when a transaction is created or an invoice is posted, for example, " 13:00:00". ![]() If the current invoice is in draft status, the filters use the date the current invoice file is created instead of its posted date. Otherwise, it will not be processed correctly. When a parameter contains a space, you must enclose the parameter in quotation marks. ![]() Note that the UpToDaysOld table filter parameter is enclosed in quotation marks. FromLastInvoice: Displays transactions with transaction dates that fall from the date the last invoice was posted to the date the current invoice is posted.There are two filters that let you do this: You can configure the Previous Transactions table to include only transactions from a specified date range. ![]()
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