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Display transaction table in the Invoice PDF

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Display transaction table in the Invoice PDF

Question:

Hello,

I am attaching a copy of an invoice template that I am testing in our sandbox environment. I am attempting to pull in the account's credit memo totals in the subtotal section of the invoice PDF. 

I understand that we are setup with credit memo templates and the customer receives a separate credit memo with their credit amounts. But, it would be helpful to also have the credits show up on their invoice. 

2 points to be noted:

 

  • Print the table only if we have any transactions applied
  • We would like to print only the success transactions of Credit Memo

Is there a way to handle this? 

 

Solution:

 

As per current design, we can cannot bring the Credit memo table into Invoice template as both serves seperate template. However, we can use "Transaction Table" which will contain "Credit Memo" details which are applied to the Invoice. 

 

Transaction table contains the following types of transactions:

 

  • Invoice
  • Invoice Adjustment
  • Invoice Item Adjustment
  • Credit Balance Adjustment
  • Payment
  • Refund

If you have the Invoice Settlement enabled, the following types of transactions are supported:

  • Credit Memo
  • Debit Memo
  • Credit Memo Applied
  • Credit Memo Refund

 

Transaction Fields

 

Below is the detail for the customer's 2 points: 

 

  • Print the table only if we have any transactions applied

This can be acheived logically using IF condition in the template. If the "Invoice.Total" equals to the "Invoice.Balance", then there won't be any transactions made to the Invoice. In this case, we can use the below condition to check and print the transaction table.

 

{ IF  {Invoice.Total} = {Invoice>Balance} "" "Add the transaction table" }
  • We would like to print only the success transactions of Credit Memo

This can be acheived by using another IF condition inside the transaction table when there is a transaction available in the Invoice as below:

 

{IF { Transaction.Applied Amount} <> "$0.00" "Print the table" "" }

Attached the sample template for this use case.






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