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

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

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

"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

;;v;,,;,v

"Kathryn" a écrit dans le message de
groupe de discussion : ...
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