2 Replies Latest reply on Jan 13, 2014 3:07 PM by MarkJoannides

    automating relating existing order records to an invoice record

    MarkJoannides

      Title

      automating relating existing order records to an invoice record

      Post

           Hi Everyone,

           I am new to filemaker and having a bit of trouble with my first database.

           I have an order table with lots of different order records with products and client info etc that are added to daily. I would like to be able to invoice clients monthly or every two weeks using these order records.

           Ideally, I would like to be able to select the client on the invoice layout and enter an invoice start date and end date and then have all of the orders for that client between those dates appear in the portal as related records rather than manually relating them.

           Hope what I am trying to do is clear and any advice would be greatly appreciated.

           Many thanks