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Jobs, Invoice, and line item relationships

Question asked by JasonO'Berry on Aug 8, 2013
Latest reply on Aug 9, 2013 by SteveMartino


Jobs, Invoice, and line item relationships



     Whats the normal procedure for having a jobs layout that you add line items to and then invoice. 

     Currently I have a job table and layout with a portal into the line items table through the invoice table and automatically creates invoice records when a line item is added in the portal. This doesn't seem like it's the best way to do this, but it's worked up until this point.

     I don't necessarily want an invoice created automatically as some clients may need to have an open job for a while before invoicing. 

     Does this sound better:  My jobs layout with a relationship directly to the line items table. Then a script button that will create a new invoice record and carry with it the line items that are associated with the job. 

     I'll attach a screenshot that shows my structure. Thanks for any input.