Creating a Statement. Which tables and wich relationships?

Discussion created by luffyfilemaker007 on Mar 29, 2017
Latest reply on Mar 29, 2017 by Johan Hedman

Hi Guys,


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.