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automating relating existing order records to an invoice record

Question asked by MarkJoannides on Jan 12, 2014
Latest reply on Jan 13, 2014 by 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

      

      

      

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