Configure the transaction table

Supported Transactions

You can use the Transactions table to display 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

Supported Merge Fields

You can use the following merge fields in the Transaction table:

Merge Field	Description
<<Transaction.TransactionDate>>	Date of the corresponding transaction. For example, Invoice.InvoiceDate.
<<Transaction.TransactionNumber>>	Number of the corresponding transaction. For example, Invoice.InvoiceNumber.
<<Transaction.TransactionType>>	Type of transaction. For example, Adjustment or Credit Card Payment.
<<Transaction.AppliedAmount>>	Impact of the transaction on the invoice balance. For example, ($200.00) for a 200 dollar payment.

Defining Custom Mapping

Use the Transaction.Mapping directive to define custom mapping onto each object. Zuora supports custom mapping onto custom fields of each transaction object.

For example, the following will map the merge field onto the ReasonCode__c custom field defined for each object:

<<Transaction.Mapping: InvoiceAdjustment.ReasonCode__c,InvoiceItemAdjustment.ReasonCode__c,Invoice.ReasonCode__c,Payment.ReasonCode__c,Refund.ReasonCode__c,CreditMemo.ReasonCode__c,DebitMemo.ReasonCode__c>>

Credit Balance Adjustment does not support custom fields, and you cannot use this object in the Transaction.Mapping directive.

Transaction Table Example

In this example, the following transactions have "text" type custom fields:

Transactions	Custom Field API Name	Values in Object
Invoice	AdditionalField__c	Additional field in Invoice
Invoice Adjustment	AdjustmentReasonCode__c	Invoice Adjustment Code Red
Invoice Item Adjustment	ItemReasonCode__c	Item Adjustment Code Blue
Payment	PaymentComments__c	Payment from John Doe
Refund	RefundSpecialField__c	Refund Tag X

You can define the a single transaction mapping Merge Field: 

<<Transaction.Mapping:MyMappedCustomFields>>

You can toggle field codes (ALT+F9) to see the definition:

{MERGEFIELD Transaction.Mapping:InvoiceAdjustment.AdjustmentReasonCode__c,InvoiceItemAdjustment.ItemReasonCode__c,Invoice.InvoiceAdditionalField__c,Payment.PaymentComments__c,Refund.RefundSpecialField__c}

Add this merge field to the transaction table in an invoice template:

TRANSACTIONS ASSOCIATED TO THIS INVOICE
Transaction Date	Transaction Number	Transaction Type	Notes	Applied Amount
<<TableStart: Transaction>> <<Transaction. TransactionDate>>	<<Transaction. TransactionNumber>>	<<Transaction. TransactionType>>	<<Transaction. Mapping: MyMappedCustomFields>>	<<Transaction.AppliedAmount>> <<TableEnd:Transaction>>

The following shows the table as displayed when the invoice is created:
 

TRANSACTIONS ASSOCIATED TO THIS INVOICE
Transaction Date	Transaction Number	Transaction Type	Notes	Applied Amount
02/10/2012	IA00000001	Adjustment	Invoice Adjustment Code Red	$70.00
02/12/2012	P00000001	Credit Card Payment	Payment from John Doe	($200.00)
02/17/2012	R00000001	Refund Payment	Refund Tag X	$15.00
02/18/2012	IA00000001	Item Adjustment	Item Adjustment Code Blue	$15.00
02/19/2012	CBA00000001	Applied to Invoice		($20.00)