Hi,
I need to create a database for invoicing for the current jobs we have running. I have a basic idea of how to do it but am struggling with some of the concepts and how to put it together and design it.
Overview: We are a project management company that has a lot of jobs running simultaneouslyInvoicing Database.zip. We give our clients a quote that could potentially have 100s of line items. When the quote gets accepted i need to create a form for that job that will show every line item with the total cost associated next to it from the quote. (I have thought about having a job list form that you can select details beside the job and it will bring you in to another form where you can view the items in it or add new ones to it)
I would then need a way to generate an invoice from this in a report format. I need it to allow me to select which items i am going to be billing for that day and also the amount on the item (the full cost of the item may not be paid off for in one go). I would need the job list to be able to take off how much has been paid that month so we have a running value for how much is left to be paid by the customer. Any ideas on how to do this would be massively helpful!
I have attached the template for what i have so far. the advanced code that i would need to do the running total over several invoices or even just to pull certain items in to a report to generate an invoice are unknown to me and would be great if you could outline some ways to go about this.
Many Thanks