2 Replies Latest reply on May 20, 2009 4:19 AM by LaRetta_1

    How do I make an invoice in filemaker

    dinora

      Title

      How do I make an invoice in filemaker

      Post

      Can someone help on how to produce an invoice on file maker -

        • 1. Re: How do I make an invoice in filemaker
          TSGal

          Dinora:

           

          Thank you for your post.

           

          1. Pull down the View menu and select "Layout Mode".

           

          2. Pull down the Layouts menu and select "New Layout/Report..."

           

          3. Give a name to the Layout (Invoice?), select "Blank layout" and click "Finish".

           

          You are now presented with a blank screen to do what you want.

           

          Click on the Text tool and type "INVOICE" near the top of the page.  Feel free to change the Font, size, type, etc.

           

          Using the Field tool, place the fields you want on the invoice.  Format the fields the way you want.

           

          This should get you started in the right direction.  Let me know if you should run into any difficulties.

           

          TSGal

          FileMaker, Inc. 

          • 2. Re: How do I make an invoice in filemaker
            LaRetta_1
               Here is a beautifully simple demo by Comment which shows proper structure with Contacts, Invoices, LineItems and Products.  If you structure your base solution this way, you can't go wrong. http://fmforums.com/forum/showpost.php?post/309136/