Invoice Report.

[Switchwork]

Hello I have generated an invoice report from a parameter query

and I want to put a Invoice Number in the Report. However I don't have an Invoice number field. If I was to make an Invoice table with an Invoice number field can I add it to the report now??

Or is there another way of doing it, like can I do it without having a field for it to be bound to.
At the minute I am putting the Invoice number in manually so I am changing the design each time I want to run the report query to generate a report.

Its a bit tedious having to do this each time I want an invoice so has anyone got any ideas.

 

[ColinEssex]

If you enter the invoice number manually - where does that come from? is it not entered into the database at all?

Col

 

[Switchwork]

I have invoice numbers written down in my book and they generate from month and date anyway. but no they are not anywhere in the database but in my head sort of thing.

So what do you reckon do you think I should have an Invoice table with the Invoice number field??

I was looking to have one as I want to keep a track of who has paid there invoice and who hasn;t but wasn't sure how to go about doing this so if any one has any ideas on how to keep track of paid and unpaid invoices i will be most grateful

Cheers nice one
Switch.

 

[ColinEssex]

I have invoice numbers written down in my book . . . .they are not anywhere in the database but in my head sort of thing.

If the database is capable of generating an invoice which would include amount / item name / No sold etc etc would it not be best to have the invoice number entered when entering this other data? The database knows customers / what they bought / how many etc. presumably?

Col

 

[Switchwork]

This is slightly different from every other database as I do not have orders. amount sold and things like that as I am designing it for a courier company.

But I have a JobDetails table and I have a lot of fields in there. I really will have to add an invoice table won't i to solve this problem won't I??
#
Thanks for answering me any way and if you have any ideas about invoice tables and such like I would be most grateful

Thanx again. I just thought there might have been away of entering the invoice number without having it bound to a field.
I should have known better.
Thanx again
Later
Switch

 

[Rich]

You're still selling a product, the principle's the same

 

[Switchwork]

Well I suppose you are right. How would I go about setting this up then??

See I invoice some customers weekly but the majority monthly by the end of the month I have obviously done different jobs for each customer so could if I did what you said and added an Invoice number field would all the jobs with the same invoice number assigned to them come together on the same invoice report???

I am in the middle of redesigning my database database as I missed things out and designed them wrong on the first one. I suppose the first one was the learning tool. Now I want to make the new one a whole lot better.

So any ideas involving invoices and stuff would be a great help.

I would like to somehow have a way of when the job is completed (i.e invoiced and paid for) have a way of sending the job into another table or have a way of knowing srtaight away when the job has been paid.

I would also like to have a way of knowing when invoices have not been paid and have a Statement Report sent to all the invoices that are unpaid.

Can this be done and is it complicated???

could someone please let me know I would be most grateful for any ideas that any of you have as I could do with them. Ideas that is going to make this database run as smoothly as possible

Thanx for all your help and answers with the other questions.

Switch.

 

[Rich]

Unless you're prepared for a steep and rapid learning curve, why not just buy Quick Books, or some other ready made accounts package ?

 

[ColinEssex]

Have a look at the Northwind database. That may give you ideas on orders and the like.

Col

 

[Mile-O]

I would also like to have a way of knowing when invoices have not been paid and have a Statement Report sent to all the invoices that are unpaid.

Knowing nothing of invoicing, stock control, etc. I feel I must post.

On your Invoice table you can add a further field: InvoicePaid

When this is paid you can put the date of payment in it.

By storing the data rather than having a checkbox field for InvoicePaid you can then review invoices paid over any specified date range.

 

[Rich]

No, you need to store the amount of payments recieved for accounting purposes. You might have more than one payment per invoice, simply marking it as paid doesn't tell you anything

 

[Mile-O]

I understand that. I meant payments. Must just be my terminology.

I've done a small db before that had orders and each item in the order had a date of delivery field. I suppose that parallels.

 

[Rich]

I have a date issued field in the invoice table, that decides if the invoice has been issued or not

 

[Switchwork]

Thank you. Thank you.

I really appreciate all of your ideas and help. My boss is getting me SAGE is that any good for invoicing and keeping track???

I am new to this but am willing to learn everything I need to learn about designing databases in access. Thank you for all your ideas.

I would like some more information about invoicing and keeping track even if its only until I get the accounts package.

I have learnt everything I know about designing databases from books and this very forum and I think its the best way.

I have looked in to tutorials but some of them are a lot of money of are in Dollars.

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