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  1. #1
    Tomkat is offline Novice
    Windows 7 64bit Access 2013 64bit
    Join Date
    Mar 2021
    Posts
    1

    Monthly Invoice?

    We've been using the default "Customer" Access database for years, and it's "ok."
    I have done some limited customization (Changed the layout/appearance of the Invoice form, etc), but the invoice is based off of the "Accounts Receivable" query.
    Is there any way to generate a MONTHLY Invoice per customer that is a summary of products ordered during any given month, as well as the total owed of course?


    Generally speaking, I feel like there should be a way to make a copy of the existing Invoice, and just re-point the controls of each field to a "Monthly Summary" query, or something like that, but I'm not sure.
    If someone could tell me... 1-Is it possible? and 2-point me in the right direction, I would be very grateful.

  2. #2
    orange's Avatar
    orange is offline Moderator
    Windows 10 Office 365
    Join Date
    Sep 2009
    Location
    Ottawa, Ontario, Canada; West Palm Beach FL
    Posts
    16,725
    Sounds like the recordsource of a standard invoice could be changed based on a few parameters, or a function that you design.

    Have you worked out the logic to identify Products ordered by Customer by OrderDate? Seems that would be starting point.

  3. #3
    ranman256's Avatar
    ranman256 is offline VIP
    Windows Vista Access 2010 32bit
    Join Date
    Apr 2014
    Location
    Kentucky
    Posts
    9,525
    In a form ,it has a listbox and 2 date fields: txtStartDate, txtEndDate

    make a query to show the list of those who are to get an invoice, inside the 2 date fields:
    select * from table where [dueDate] between forms!fMyForm!txtStartDate and forms!fMyForm!txtEndDate


    add this query to the listbox: lstbox.rowsource = "qsInvoicesDue"


    next use this code below to cycle thru the list and email invoice, (or just make a pdf)
    the list box will have the ClientID and email.


    the report will reference the 1 client in the list.
    when 1 client id is selected in the listbox, the report query pulls only that client:
    select * from query where [clientID]= forms!fMyFoirm!lstBox

    button to cycle thru a listbox
    Code:
    sub btnSend_click()
    Dim i As Integer
    dim vItm
    Code:
    For i = 0 To lstBox.ListCount - 1
       vItm= lstBox.ItemData(i)  'get next item in list data
       lstBox = vItm     'set listbox to the item
     
         'now get values from field columns
       vName = lstBox.column(0)  'in vb, columns start with zero
       vEmail = lstBox.column(1)  'get email from listbox ,col.2
    
          'do stuff with it here
        vFile = "c:\temp\Report_" & vName & ".pdf"
        docmd.OutputTo acOutputQuery ,acQuery,acFormatPDF,vFile
    
          'email if needed
        DoCmd.SendObject acSendReport, "rMyReport", acFormatPDF, vEmail, , , "Subject", "message"
    Next
    end sub
    

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