Automatically Creating Invoice For Customers Based On Set Parameters

May 8, 2013

I have a database that I will use for invoicing, but I would like it to automatically create an invoice for customers based on parameters set for that customer (e.g., monthly, biweekly, etc.). I have tables containing the customer information, the item they are being billing, the price, etc. I want to be able to have access automatically create the invoices and add them onto the invoice table each month.

Maybe there is a better way, but I thought that if I created a query for all people that are billed biweekly and all people that are billed monthly, that I could run the queries when applicable and then somehow write a macro that would go through the list of customers and add each of them to the Invoice table and add an autonumber. That way I could click run query, run macro, and then do my invoicing. I don't know if that is the way to go or not.

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I wanted to auto populate an invoice record with same values as previously ordered by that same customer. I don't want to use default values as every customer orders different things.

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I want to be able to produce invoices from my client database, and be able to have more than one item on an invoice. Probably best I attach the db. frmLayClientDetails is the main form with a sub form where I want to display a summary of that client's invoicing. A button on the form footer opens another form where I want to be able to insert multiple lines on one invoice, then a summary of the invoice is returned in the main form's subform. I am getting a message to the effect that I cannot add the detail on the invoice because there isn't a corresponding invoice number in the invoice table. So I'm not sure just where the invoice number is generated. I will also need a calculated field to sum the items on the invoice, but haven't got to looking at this yet.
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I have a project for a movie rental company, and I need to be able to account for rentals. So, how do I create an invoice (form or report) that will show ALL rentals for a customer when they check out, AND print it? I have an invoice table, a customer table (customer ID used) and a movie list table, and that works for the form I've got, IF the customer only rents ONE movie, but what if they rent like seven? I'm not sure how to update the "invoice" table to reflect that, then get all of the information into a the required report for printing.
If more details are needed, respond and I'll post em, but I think that about covers it
thanks in advance for anyones help!
ttmmm

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I think I've gotten messed up in my relationships or the macros which I've copied from another access template.

on the home screen, I click 'new quote' then 'view quote' when the window pops up and then when it tries to generate the invoice I get the error

'an action query cannot be used as a row source'.

I've put a copy of the database in my dropbox...

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In this thread:
http://www.access-programmers.co.uk/forums/showthread.php?p=549287#post549287

I had a problem. Now I decided to just make two tables, one with sales for a "passer by" and/or directly to a client without a case/labour costs. And a table for sales in relation to a case with labour costs etc. I guess I still m*ssed up on that part and have to make do with that decision (kind of like I depicted in the photoshopped image).

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Jan 19, 2006

I have to add an invoice how can I do it.
Desgn of the ms access form is


Date (suggest me)
ShipMode (option button)
Buyer (combo)
Supplier (combo)
Indentor (combo)

Product UnitPrice UnitOfMeasurement Quantity
(combo) (textbox) (combo) (textbox) (btnaddrow) (btndeleterow)



(btnAddInvoice) (btnCancel)


Please suggest me how to do it.Any code or sample like this.
I don't know how to add new row of product e.t.c.
Please help me as I have never done any programming in ms access before
(Done most of web development,asp.net,jsp,coldfusion)

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I am practising making relational databases as I haven't used them before.

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At the moment, it is displaying each service (Window cleaning, vacuum cleaning etc...) as separate result on the form and it is not combined. They both have the same booking_ID from the booking table. How can I combine them?

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Test DB.zip

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SCHOLARSHIP
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Hello,

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Thanks,
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Mar 30, 2015

I atrying to make a query that shows the price for a product, based on two parameters.

Parameter one is a product code.
Parameter two is a date. This date falls between two dates.

I have one list (table) where is product code and invoice date.

The second list (table) I have, contains product code, and price valid from date, and price valid to date columns. This price valid to date is often not filled, and the price I still valid as we speak. If the date is filled there is often a new entry with an updated price. But sometimes, even if there is a new entry in the table, the date 'valid to date' is sometimes also not filled.

I would like Access to show me the valid price for the specific product. What criteria should I give in the macro, in order that Access shows what I want?

For illustration purposes, a small overview of my table:

Product code, Price, valid from, valid to
AAAA, 12000, 01.01.2012, 31.12.2012
BBBB, 16600, 01.01.2012, 12.06.2013
AAAA, 13500, 01.01.2013, 28.08.2013
AAAA, 11500, 29.08.2013,
BBBB, 17600, 13.06.2013,

Product, invoice date, price according to price list
AAAA, 02.05.2012, ????
AAAA, 01.08.2012, ????
BBBB, 10.06.2013, ????
AAAA, 31.10.2013, ????
AAAA, 16.11.2013, ????

If you happen to know how this search can be performed in Excel, I am of course also happy to read that. (But my index, or Vlookup functions, give only the first possible result in the table. As I do not know how to give in the date parameter.)

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Hello people,

I have for some time now been fooling around with a database to keep track of several clinical trials
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The trouble is that im Lazy :D and therfore dont want to enter the appointment data for all patients one at a time each time we get a new guniea pig since all thats diffferent is the dates he/she has to show up.
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ProjectName
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Patients
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My instinct tells me I have to do some sort of loop code but I havent figured out the details.

Can any of you guys lead me in the right direction before I loose all my hair in frustation??

This seems to me to be a pretty simple problem-making a recordset based on a projectID and the visits involved in that project but im just out of ideas:confused:

Kind Regards,

Brian Bj

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