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#11
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Invoicing using Access
Yes, and I apologize for piling on. I realized after I had hit "Send" that
you'd already responded. George "Mark Andrews" wrote in message ... Understood. Lady was looking for source code to do an Invoice form/report, just thought it would make sense to point out one option to get to her goal. I tried to describe the approach needed if she wants to build it herself. However, I did do a little too much "selling" in my description. My bad. If you noticed I did decide to just give her the source code (if she wants it), an offering to appease the access forum gods if you will. Also an extended offer to help outside of a simple newsgroup post. Mark "George Hepworth" wrote in message ... Dude, you are aware that these forums are not here to help you sell your products, are you not? Please be more careful in the future. "Mark Andrews" wrote in message ... You could purchase my $99.95 CRM Template it has Invoicing forms that you could steal the code from and make minor modifications if needed. The Access2007 version is a very nice template as a starting point for lots of projects. I based it off the invoice functionality in Quicken. In general to make it work you need to have: Basically linked form and subform with calculations to add up subforms lines and show total on parent form. tblInvoice tblInvoiceLine tblProduct for products choosen on tblInvoiceLine (invoice lines). Products can be something generic like "Consulting" so on each line you pick a product and then enter qty, description, price and taxable Y/N. The products table supplies default prices and descriptions, but they can be overwitten. In the Invoice report you do more logic in the query itself. I also give away (with purchase of the the CRM template) another CRM template designed specifically for Access2007 (similar to the CRM features in my donation software). HTH, Mark Andrews RPT Software http://www.rptsoftware.com http://www.donationmanagementsoftware.com "Kathryn" wrote in message ... Hi I am fairly new to Access - but totally sold on the possibilities and am well on the way up the learning curve. What I need to do pretty quickly is work out how to raise an invoice - one was built for us but it doesn't seem to work :-( Rather than get the person back to re-do it, I thought it would be better to learn the process so that we can create our own in future. We are using Acess 2007 with Windows XP Pro Most of the information is in one table called Billing. We need to include: Hire of Centre (optional) + Number of people * cost per person Less deposit paid (optional) Total I have created queries/ reports/ forms, etc and am pretty comfortable with layout and so on from other programs ... it's getting the calculation to work that is the challenge. If someone could offer a step-by-step how to - or point me in the right direction, I'd be very grateful! Many thanks in anticipation |
#12
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Invoicing using Access
Many thanks to everyone - this was all really helpful... Still on the learning curve but getting there! "GP George" wrote: Yes, and I apologize for piling on. I realized after I had hit "Send" that you'd already responded. George "Mark Andrews" wrote in message ... Understood. Lady was looking for source code to do an Invoice form/report, just thought it would make sense to point out one option to get to her goal. I tried to describe the approach needed if she wants to build it herself. However, I did do a little too much "selling" in my description. My bad. If you noticed I did decide to just give her the source code (if she wants it), an offering to appease the access forum gods if you will. Also an extended offer to help outside of a simple newsgroup post. Mark "George Hepworth" wrote in message ... Dude, you are aware that these forums are not here to help you sell your products, are you not? Please be more careful in the future. "Mark Andrews" wrote in message ... You could purchase my $99.95 CRM Template it has Invoicing forms that you could steal the code from and make minor modifications if needed. The Access2007 version is a very nice template as a starting point for lots of projects. I based it off the invoice functionality in Quicken. In general to make it work you need to have: Basically linked form and subform with calculations to add up subforms lines and show total on parent form. tblInvoice tblInvoiceLine tblProduct for products choosen on tblInvoiceLine (invoice lines). Products can be something generic like "Consulting" so on each line you pick a product and then enter qty, description, price and taxable Y/N. The products table supplies default prices and descriptions, but they can be overwitten. In the Invoice report you do more logic in the query itself. I also give away (with purchase of the the CRM template) another CRM template designed specifically for Access2007 (similar to the CRM features in my donation software). HTH, Mark Andrews RPT Software http://www.rptsoftware.com http://www.donationmanagementsoftware.com "Kathryn" wrote in message ... Hi I am fairly new to Access - but totally sold on the possibilities and am well on the way up the learning curve. What I need to do pretty quickly is work out how to raise an invoice - one was built for us but it doesn't seem to work :-( Rather than get the person back to re-do it, I thought it would be better to learn the process so that we can create our own in future. We are using Acess 2007 with Windows XP Pro Most of the information is in one table called Billing. We need to include: Hire of Centre (optional) + Number of people * cost per person Less deposit paid (optional) Total I have created queries/ reports/ forms, etc and am pretty comfortable with layout and so on from other programs ... it's getting the calculation to work that is the challenge. If someone could offer a step-by-step how to - or point me in the right direction, I'd be very grateful! Many thanks in anticipation |
#13
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Invoicing using Access
My offer still stands if you want some free Access2007 code for Invoicing.
I would have to give you the entire database to look at. Mark Andrews RPT Software http://www.rptsoftware.com http://www.donationmanagementsoftware.com "Kathryn" wrote in message ... Many thanks to everyone - this was all really helpful... Still on the learning curve but getting there! "GP George" wrote: Yes, and I apologize for piling on. I realized after I had hit "Send" that you'd already responded. George "Mark Andrews" wrote in message ... Understood. Lady was looking for source code to do an Invoice form/report, just thought it would make sense to point out one option to get to her goal. I tried to describe the approach needed if she wants to build it herself. However, I did do a little too much "selling" in my description. My bad. If you noticed I did decide to just give her the source code (if she wants it), an offering to appease the access forum gods if you will. Also an extended offer to help outside of a simple newsgroup post. Mark "George Hepworth" wrote in message ... Dude, you are aware that these forums are not here to help you sell your products, are you not? Please be more careful in the future. "Mark Andrews" wrote in message ... You could purchase my $99.95 CRM Template it has Invoicing forms that you could steal the code from and make minor modifications if needed. The Access2007 version is a very nice template as a starting point for lots of projects. I based it off the invoice functionality in Quicken. In general to make it work you need to have: Basically linked form and subform with calculations to add up subforms lines and show total on parent form. tblInvoice tblInvoiceLine tblProduct for products choosen on tblInvoiceLine (invoice lines). Products can be something generic like "Consulting" so on each line you pick a product and then enter qty, description, price and taxable Y/N. The products table supplies default prices and descriptions, but they can be overwitten. In the Invoice report you do more logic in the query itself. I also give away (with purchase of the the CRM template) another CRM template designed specifically for Access2007 (similar to the CRM features in my donation software). HTH, Mark Andrews RPT Software http://www.rptsoftware.com http://www.donationmanagementsoftware.com "Kathryn" wrote in message ... Hi I am fairly new to Access - but totally sold on the possibilities and am well on the way up the learning curve. What I need to do pretty quickly is work out how to raise an invoice - one was built for us but it doesn't seem to work :-( Rather than get the person back to re-do it, I thought it would be better to learn the process so that we can create our own in future. We are using Acess 2007 with Windows XP Pro Most of the information is in one table called Billing. We need to include: Hire of Centre (optional) + Number of people * cost per person Less deposit paid (optional) Total I have created queries/ reports/ forms, etc and am pretty comfortable with layout and so on from other programs ... it's getting the calculation to work that is the challenge. If someone could offer a step-by-step how to - or point me in the right direction, I'd be very grateful! Many thanks in anticipation |
#14
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Invoicing using Access
"Kathryn" wrote in message ... Hi I am fairly new to Access - but totally sold on the possibilities and am well on the way up the learning curve. What I need to do pretty quickly is work out how to raise an invoice - one was built for us but it doesn't seem to work :-( Rather than get the person back to re-do it, I thought it would be better to learn the process so that we can create our own in future. We are using Acess 2007 with Windows XP Pro Most of the information is in one table called Billing. We need to include: Hire of Centre (optional) + Number of people * cost per person Less deposit paid (optional) Total I have created queries/ reports/ forms, etc and am pretty comfortable with layout and so on from other programs ... it's getting the calculation to work that is the challenge. If someone could offer a step-by-step how to - or point me in the right direction, I'd be very grateful! Many thanks in anticipation |
#15
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Invoicing using Access
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