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  1. #1
    snehal0909 is offline Novice
    Windows 7 64bit Access 2010 64bit
    Join Date
    Dec 2011
    Posts
    2

    How to create same monthly invoices automatically

    Hi,

    I am making an invoicing database, So far I have the following tables & fields.

    tblInvoices
    invoice no (autonumber,primary key)
    invoice date (date)
    Description (memo)
    amount (currency)
    tax (calculated field)
    total (calculated field)
    customerID (foreign key)

    tblJobs
    Job Id
    amount
    customer ID (foreign key)

    tblCustomers
    Customer ID
    Company
    Billing Email
    Billing Address
    Active Customer


    every month only two things change on the invoices. (1) Description (2) Invoice date
    I want to create a form where I put the Description & Invoice Date then press CREATE INVOICES, and it creates invoices for all active customers.
    It should pick up customer name & address from Customers table, and pick up total amount from Jobs table (the job that is relevant to that customer only)

    I know what I want, but do not know how to do it, what type of queries I need to create and if there is another easier way of accomplishing the same thing.

    Please treat me as a newbie as I am still learning Access.

    I have Access 2010.

  2. #2
    June7's Avatar
    June7 is offline VIP
    Windows XP Access 2010 32bit
    Join Date
    May 2011
    Location
    The Great Land
    Posts
    52,930
    The description and invoice date will be same for all invoices? One way is for textboxes on the report to refer to the controls on form for input. The form must remain open while the report compiles.

    The report RecordSource will be a query that joins the 3 tables. Then use report Grouping & Sorting with summary calculations in header/footer sections.
    How to attach file: http://www.accessforums.net/showthread.php?t=70301 To provide db: copy, remove confidential data, run compact & repair, zip w/Windows Compression.

Please reply to this thread with any new information or opinions.

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