Generating Invoices With Reports

[thegooser]

Hi all,

I'm trying to make a report to be used to invoice customers.

I have a table of sales, and a table of customers. I need to be able to select which customer to generate a bill for, and then input the customer details into the report (name, address etc) and ten list the sales underneath that.

I have all the info in the tables but I don't really know where to go from here.

If anyone could throw me a bone here then that would be great. Do I need to set up a relationship between the two tables? And what would be the best way to select which customer to generate an invoice for?

 

[RuralGuy]

I would looks at some of the Template examples that MS Office has on line for a good example of how to do this. I'll bet there are several.

 

[thegooser]

I would looks at some of the Template examples that MS Office has on line for a good example of how to do this. I'll bet there are several.

Yeah I checked out the template that Microsoft give for timing and billing. The problem is that I don't know how to implement it to my database.

I don't know how to filter the results, or how I put the customer details at the top of the report from one table, and the list of sales as the report data from another table.

 

[RuralGuy]

Have you tried using a Report/SubReport process? The Report for the static data and the SubReport for the LineItems.

 

[thegooser]

Have you tried using a Report/SubReport process? The Report for the static data and the SubReport for the LineItems.

Is there anyway you could be a bit more specific? I haven't used subreports and don't know how to get this done.

I appreciate any help anyone can give.

 

[RuralGuy]

We use Forms/SubForms to display a 1:m relationship like Customer/LineItems. I would think it would work the same for Reports except the LinkMaster/ChildFields would be the Invoice Number.