Get client transactions
get_client_transactionsRetrieve payment transactions for a client or all clients, filtered by status, type, date, amount, and applied status. Shows amount, currency, gateway, reference, and applied invoices.
Instructions
Payment history for a client (or all clients): amount, currency, type (cc/ach/other), status, gateway, reference and which invoices each payment was applied to. Wraps Transactions.getList / getListCount. Filters: payment_type, reference_id, date and amount ranges, applied_status (fully_applied, partially_applied, not_applied).
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| page | No | ||
| status | No | approved | |
| end_date | No | ISO 8601 with timezone | |
| client_id | No | Omit to list across all clients | |
| end_amount | No | ||
| start_date | No | ISO 8601 with timezone | |
| payment_type | No | cc, ach, or a transaction type name such as 'check' | |
| reference_id | No | ||
| start_amount | No | ||
| applied_status | No |