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  1. #1
    Fox is offline Novice
    Windows 10 Access 2016
    Join Date
    May 2019
    Posts
    2

    Simple monthly billing / invoice / payment DB

    Hello!



    I've been trying to create a database for my business but I've basically hit a brick wall.

    I've managed to create a DB that can create invoices via a form using the following Tables:

    Customer - Order - OrderLine - Product.

    I want to be able to add payments but no matter what I do I don't seem to be able to get it to work.

    Does anyone have an easy solution? I know what I'm trying to do is simple but I seem to have gone DB blind!

    Many thanks

  2. #2
    CJ_London is offline VIP
    Windows 10 Access 2010 32bit
    Join Date
    Mar 2015
    Posts
    11,411
    easy solution might be to start with one of the templates - desktop business account ledger for example?

  3. #3
    Fox is offline Novice
    Windows 10 Access 2016
    Join Date
    May 2019
    Posts
    2
    Thanks, I'll have a look

  4. #4
    Minty is online now VIP
    Windows 10 Access 2016
    Join Date
    Sep 2017
    Location
    UK - Wiltshire
    Posts
    3,003
    If you want a very simple solution have a payments table something like

    tblPayments Data Type Notes
    PaymentID Autonumber PK
    OrderID FK - back to your order header
    Amount Currency
    PaymentDate Date

    Then a simple sum of payments against matching Order header totals would tell what has and hasn't been paid.
    DLookup Syntax and others http://access.mvps.org/access/general/gen0018.htm
    Please use the star below the post to say thanks if we have helped !
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