Invoice transactions
The invoice transaction object contains information about transactions against an invoice.
Use the Take Payment functionality to log payments and refunds against invoices in Current RMS.
We don't recommend using invoice transaction objects when linked to Xero or QuickBooks Online. Transactions logged in Xero and QuickBooks Online are not accessible in document layouts or discussion templates.
When integrated with QuickBooks Online, there's no facility to record payments in Current RMS.
When integrated with Xero, the Take Payment function posts payments across to Xero. Only transactions recorded using the Take Payment function can be accessed on document layouts and discussion templates. Transactions logged directly in Xero are not accessible in document layouts or discussion templates.
Example
Here's an example of a document that prints transactions.
Objects that return transactions
Transaction objects are always accessed within a forloop that iterates for each transaction. You may use:
transactions
transactions
Returns all transactions. For example, from an invoice document layout:
payments
payments
Returns transactions with the type payment. For example, from an invoice document layout:
refunds
refunds
Returns transactions with the type refund. For example, from an invoice document layout:
Document layouts
The transaction
object can be accessed in document layouts created against the following modules:
Invoice
Opportunity
Returns invoice taxes for invoices linked to a particular opportunity.
Member
Returns invoice transactions for invoices linked to a particular organization.
Returns invoice transactions for active invoices linked to a particular organization.
Discussion templates
The transaction
object can be accessed in discussion templates created against the following modules:
Invoice
Opportunity
Returns invoice transactions for invoices linked to a particular opportunity
Organization
Returns invoice transactions for invoices linked to a particular organization.
Returns invoice transactions for active invoices linked to a particular organization.
amount
amount
Returns the transaction amount.
Input
Output
Use the currency filter or a number filter to change the way that the number is formatted.
id
id
Returns the transaction ID.
The ID is an internal reference for a record. It's not exposed in our web interface.
Input
Output
payment_method_name
payment_method_name
Returns the transaction payment method name.
Payment methods are configured in System Setup > List of Values.
Nothing is returned for transactions posted to Xero.
Input
Output
reference
reference
Returns the transaction reference.
Input
Output
transaction_at
transaction_at
Returns the date and time of the transaction.
Input
Output
transaction_type
transaction_type
Returns the transaction type code.
Code | Transaction type |
4 | Payment |
5 | Refund |
Input
Output
transaction_type_name
transaction_type_name
Returns the transaction type name.
Payment
Refund
Input
Output
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