7 Replies Latest reply on Apr 21, 2009 1:42 PM by TSGal

    Layout Question

    marclandau777

      Title

      Layout Question

      Post

      I am trying to design invoices for my business that lead into one another.  I want to know if templates are a better option than designing it from the ground up.  I also am having difficulty in creating an invoice looking layout without designing each and every field, instead of a table.  I am wondering if someone could look at what I'm creating and help me out a little.  Thanks.  Hope this is clear.

        • 1. Re: Layout Question
          TSGal

          marclandau777:

           

          Thank you for your post.

           

          Templates can give you a good starting point.  You can then modify the layouts to include logo, wording, etc. that is pertinent to your business.

           

          You may want to create a related table to hold the line items in your invoice.  This allows you to have a one line invoice, or a 20-line invoice.  Each line item would include an Invoice ID that would connect to the Invoice number in the main table.  If you haven't linked two tables together, let me know, and I'll give you a brief example.

           

          TSGal

          FileMaker, Inc. 

          • 2. Re: Layout Question
            marclandau777
               Thank you so much.  Yes I would love an example of creating a table.  That is tremendously helpful and probably will save me a lot of time.
            • 3. Re: Layout Question
              TSGal

              marclandau777:

               

              Instead of reinventing the wheel, one of our knowledgeable contributors, "comment", posted a demo invoice file on another forum.  Go to:

               

              http://fmforums.com/forum/showpost.php?post/309136/

               

              Download the demo file and study it.  You will get a good idea how everything was constructed.  If you have any questions about the file, let me know, and I'll go over it with you.

               

              TSGal

              FileMaker, Inc.

              • 4. Re: Layout Question
                marclandau777
                  

                That is the kind of table I need, but from that image I don't know how to actually get that table created.  Can you help me, like which button to push or icon or whatnot.

                 

                Thank you again for all your help!!

                • 5. Re: Layout Question
                  TSGal

                  marclandau777:

                   

                  To create a table, pull down the File menu and select "Manage -> Database..."

                   

                  There are three tabs: Tables, Fields and Relationships.  Click on the "Tables" tab, and you can create a table.  Once created, click on the Fields tab, and you can define your fields for that Table.  Use the Relationships tab to connect the tables to one another.

                   

                  TSGal

                  FileMaker, Inc. 

                  • 6. Re: Layout Question
                    marclandau777
                       Okay TS GAL, I really appreciate all of your replies.  Is there a way we can talk and I can show you what I need to do.  I can't seem to find someone to talk to and I think I need 15 minutes to a haldf an hour.  I am willing to pay for the time. 
                    • 7. Re: Layout Question
                      TSGal

                      marclandau777:

                       

                      You can certainly talk to a Technical Support specialist at 800-325-2747.  The specialist should be able to up and running with what you need to accomplish.

                       

                      TSGal

                      FileMaker, Inc.