Creating Database for Invoices
How do I create a database for the use of invoices? I'm not sure how to start. Step by step would be good or at least a brief overview. I am trying to basically enter information in for an invoice and for access to save the customer information on a table and to record the invoice on a form to be printed and saved. If anyone has a clue what to do, help is greatly appreciated! I need to create this database for my job. Thanks!
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Utf
5/13/2010 5:50:04 PM
access
16762 articles. 
2 followers.
5 Replies
2166 Views
All depends on what you want to do: editing your own invoices or keeping track of the invoices you receive. In case of creating your own invoices, this wil depends on the local (eventually legal) "needs". Some indications: begin with creating some tables: one for your customers/furnishers, one with current tax-levels, one products-table, one with details of your "sales" (productnumber, quantity, ....) and decide what kind of information you need at the end. The lay-out of your invoice is only the final work. You can find some indication the example NorthWind dbase which comes with Access Cram -- cram "AccessUserNeedingHelp" wrote: > How do I create a database for the use of invoices? I'm not sure how to > start. Step by step would be good or at least a brief overview. > > I am trying to basically enter information in for an invoice and for access > to save the customer information on a table and to record the invoice on a > form to be printed and saved. > > If anyone has a clue what to do, help is greatly appreciated! I need to > create this database for my job. > > Thanks!
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Utf
5/13/2010 6:11:01 PM
I have two CRM templates that both do Invoicing. I do charge a small fee for the source code. The 2007 version is a much simpler design overall, but on the Invoicing they work pretty close to the same. You could download the demo and steal the tables if you are not interested in the code. I designed the Invoice functionality to be similar to how Quicken does Invoices. Might help you out, Mark Andrews RPT Software http://www.rptsoftware.com http://www.donationmanagementsoftware.com "AccessUserNeedingHelp" <AccessUserNeedingHelp@discussions.microsoft.com> wrote in message news:2B4242B1-6A97-4F2F-AC71-E0E10F94EC3A@microsoft.com... > How do I create a database for the use of invoices? I'm not sure how to > start. Step by step would be good or at least a brief overview. > > I am trying to basically enter information in for an invoice and for > access > to save the customer information on a table and to record the invoice on a > form to be printed and saved. > > If anyone has a clue what to do, help is greatly appreciated! I need to > create this database for my job. > > Thanks!
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Mark
5/13/2010 8:59:43 PM
What you are probably looking for is called "QuickBooks" and, although it's not free, it is very inexpensive compared to trying to build yet another Access-based application from scratch. MS also offers templates for a lot of similar applications. Look here: http://office.microsoft.com/en-us/access/HA012341591033.aspx for 2003 and here for 2007: http://office.microsoft.com/en-us/templates/CT101428241033.aspx Also, the Northwind sample database is a pretty good place to start. http://support.microsoft.com/kb/824265 hth George "AccessUserNeedingHelp" <AccessUserNeedingHelp@discussions.microsoft.com> wrote in message news:2B4242B1-6A97-4F2F-AC71-E0E10F94EC3A@microsoft.com... > How do I create a database for the use of invoices? I'm not sure how to > start. Step by step would be good or at least a brief overview. > > I am trying to basically enter information in for an invoice and for > access > to save the customer information on a table and to record the invoice on a > form to be printed and saved. > > If anyone has a clue what to do, help is greatly appreciated! I need to > create this database for my job. > > Thanks!
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GP
5/15/2010 12:37:29 AM
"GP George" <george_hepworth@hotmail.com> wrote in message news:F9D9DD4A-2B1F-41FB-918B-7D63529695D7@microsoft.com... > What you are probably looking for is called "QuickBooks" and, although > it's not free, it is very inexpensive compared to trying to build yet > another Access-based application from scratch. MS also offers templates > for a lot of similar applications. Look here: > http://office.microsoft.com/en-us/access/HA012341591033.aspx for 2003 and > here for 2007: > http://office.microsoft.com/en-us/templates/CT101428241033.aspx > > Also, the Northwind sample database is a pretty good place to start. > http://support.microsoft.com/kb/824265 > > hth > > George > > "AccessUserNeedingHelp" <AccessUserNeedingHelp@discussions.microsoft.com> > wrote in message > news:2B4242B1-6A97-4F2F-AC71-E0E10F94EC3A@microsoft.com... >> How do I create a database for the use of invoices? I'm not sure how to >> start. Step by step would be good or at least a brief overview. >> >> I am trying to basically enter information in for an invoice and for >> access >> to save the customer information on a table and to record the invoice on >> a >> form to be printed and saved. >> >> If anyone has a clue what to do, help is greatly appreciated! I need to >> create this database for my job. >> >> Thanks! >
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Gregory
5/15/2010 3:20:59 PM
"GP George" <george_hepworth@hotmail.com> wrote in message news:F9D9DD4A-2B1F-41FB-918B-7D63529695D7@microsoft.com... > What you are probably looking for is called "QuickBooks" and, although > it's not free, it is very inexpensive compared to trying to build yet > another Access-based application from scratch. MS also offers templates > for a lot of similar applications. Look here: > http://office.microsoft.com/en-us/access/HA012341591033.aspx for 2003 and > here for 2007: > http://office.microsoft.com/en-us/templates/CT101428241033.aspx > > Also, the Northwind sample database is a pretty good place to start. > http://support.microsoft.com/kb/824265 > > hth > > George > > "AccessUserNeedingHelp" <AccessUserNeedingHelp@discussions.microsoft.com> > wrote in message > news:2B4242B1-6A97-4F2F-AC71-E0E10F94EC3A@microsoft.com... >> How do I create a database for the use of invoices? I'm not sure how to >> start. Step by step would be good or at least a brief overview. >> >> I am trying to basically enter information in for an invoice and for >> access >> to save the customer information on a table and to record the invoice on >> a >> form to be printed and saved. >> >> If anyone has a clue what to do, help is greatly appreciated! I need to >> create this database for my job. >> >> Thanks! >
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Gregory
5/15/2010 3:21:58 PM
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My customer has a requirement to email invoices. It would be great if a whole batch could be emailed at the same time in a pdf format. ---------------- This post is a suggestion for Microsoft, and Microsoft responds to the suggestions with the most votes. To vote for this suggestion, click the "I Agree" button in the message pane. If you do not see the button, follow this link to open the suggestion in the Microsoft Web-based Newsreader and then click "I Agree" in the message pane. http://www.microsoft.com/Businesssolutions/Community/NewsGroups/dgbrowser/en-us/defau...
create a database from which bibliography an be created
How do I create a database from which a bibliography can be added to the end of a Word document? I used the program RefManager, but that is too expensive for me to update. Does Word 2003 have such a program? Thanks Not natively. Have you checked your academic institution? They might have campus licenses which students can use at home. You could give Zotero a spin (www.zotero.org). Personally, I don't like it, but that's just me. Word 2007 comes with referencing capabilities, but they are limited in functionality. Anything special you want, you would have to add i...
Reducing the Database
I hope someone can verify this for me as I read it and cant find the original source again. I had a user with a mailbox size of 1g. I have deleted every item in his mailbox, with the exception of a few emails (no attachment) and expect his mailbox size to be well under 50 mb. I have did not perform an offline defrag on this mail server, but rather moved the user to a new mail server. Should his current mailbox size now reflect 50 mb or will it show 1g as it did on the other server? Thanks Ken Depends :-) What is your Deleted Items Retention policy? If you deleted everything yesterda...
Error creating activities from Cases
Hi I have an out of the box SBS 2003 CRM Setup I have installed Rollup1 and the new help files Under about MS CRM it has CRM 3.0 (3.0.5300.0) When we try and create activies from within a case, we get the following to errors in the event log We can create the activities just fromthe main web client menu ok The same thing happens in the outlook client (OL 2003, Exchange 2003) I found some links to verabose stuff, but they all applied to the have MS CRM setup on multiple server. We have tried it with and without Outlook open Anyhelp appreciated Event Type: Error Event Source: MSC...
Database hanging up
I'm trying to delve into a database that was originally developed in earlier versions of Access, and now has been converted to Access 2007. All I'm doing right now is looking at objects and documenting them, but I'm finding frequent occurrences of the database hanging up (sometimes) when I open the query window for a form's record source, view it in SQL view, then close SQL view then try to close the query window. Any ideas on this wierdity? -- Carolyn Kay Chicago, IL I had a similar problem with a couple of Queries and Forms. I opened them in Design Vi...