4 Replies Latest reply on Mar 7, 2010 11:48 PM by marco96

    how do I create the next invoice from my projects layout

    marco96

      Title

      how do I create the next invoice from my projects layout

      Post

      Hello everyone,

      I have a small handyman business which I am trying to make a business database solution for. I have a "projects" layout which I start with for every job. I also have an invoice layout. I have a invoice number as a key field for both layouts. 

       

      As it is right now, when I finish a project I have to go to my invoice layout make a new invoice record and remember the invoice number then go back to the project layout and type in the invoice number then go back to the invoice layout before the information will go into the invoice.

       

      I know there is a better way to do this. I have the invoice and projects relationship set up to allow for creation of records both ways but I am not sure how to actually create the invoice from the projects view so that when I go to the invoice view the information is already there. 

       

      Thank you for any advice or a better way to do this whole thing.

       

      Marco