I am looking to be able to make a Statement Layout that has it's own information.(Number, Company, Date, Logo)
But that would be used to list certain chosen Invoices and the Total Amount.
So I have my Customer Table, my Statement Table and my Invoice Table.
But I would like to have your opinion on how you would connect everything Relationship wise.
Ideally I would like to be able to create Invoices thru this Statement.
Do you have any idea how I would start this ?
Do you think the best is to create a portal row of Invoices in the Statement record?
And ten have the total of the rows calculated somehow?
I am sorry I am new to this.
I would keep Company Logo and information Company Table. Then for Dates to keep track of different status in Invoice, I would keep that as different fields in Invoice Table.