Detailed transactions

This job provides a detailed summary of transactions with each customer, including invoiced amounts, payments received, and outstanding

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Data

Sample Data

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Data headers

Header	Description
date	The date of the transaction.
transaction_type	The type of transaction (e.g., sale, refund).
status	The current status of the transaction.
transaction_number	Unique identifier for the transaction.
invoice_number	Identifier associated with the invoice.
sales	Total sales amount.
sales_with_tax	Sales amount including taxes.
item_total	Total cost of items in the transaction.
item_total_with_tax	Item total including taxes.
balance	Remaining balance after the transaction.
account_type	Type of account involved (e.g., income, expense).
transaction_id	Zoho books id for the transaction.
account_id	Zoho books id for the associated account.
ym	Calculated year-month based on the transaction date.

Filtration options

This job can restrict the data that is visible in spreadsheets. Use the following parameters to restrict the data.

Parameter	Options
start_date	Select sales transactions with billing date on or after start_date. Format - YYYY-MM-DD
end_date	Select sales transactions with billing date on or before end_date. Format - YYYY-MM-DD