3 Replies Latest reply on Mar 26, 2010 8:11 PM by donald

    Invoice Solution Help



      Invoice Solution Help



      I am a new user of Filemaker Pro, trying to customize the Invoicing Solution template that comes with Pro 11.  I've pretty much have it to my liking, but I can't figure out how to mark an invoice paid.  I've been able to create my graphs, amount owed to me, etc. but making an invoice paid is giving me problems.  Any thoughts on how to do this.  Keep in mind I am a total newbie to this.  I don't need a really complicated system.  I only want to invoice and keep track of payments.  I use Quicken for the rest of my business.  Any help would be greatly appreciated.  



        • 1. Re: Invoice Solution Help

          If you just want the user to be able to designate invoices as "paid", you can add a text field to your invoice table and give it a checkbox set control style. You can specify a value list with one custom value: "Paid" for this check box set.


          If you want the database to automatically mark invoices as paid as payments from the customer are logged, that can also be done, but the details can get a bit tricky depending on how you permit your customers to make payments. Can one payment pay off several invoices? Can a customer make partial payments to don't completely pay off the invoice?

          • 2. Re: Invoice Solution Help

            Working off Phil's comment, on the invoice record you could put an AMOUNT-PAID field. That subtracts from the total owed field of the invoice to give a difference.  Using a calculation field you could have a case statement checking conditions:  Paid balance still owing, Paid in Full, Over Paid. 


            If you have multiple occasions when many payments are used to pay a balance off, you could have a payment table that is summarized in the AMOUNT-PAID field referenced above, changing it from a number field to a calculation field that sums related amounts from the payment table. 

            • 3. Re: Invoice Solution Help

              Thanks for both of your suggestions.  I will work on it this weekend.  Appreciate the help.