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Found 15 results

  1. Version 13.6

    Manage your FileMaker Projects Using a FileMaker Solution Projects, procedures, customers and employees. That’s what it’s all about. Data that has been captured once can be used in multiple modules. This avoids duplication and reduces the error sensitivity. Your Company is growing? Azor grows with you and is easily managed. Try our demo: Project software Controle all your projects Azor is a central point for all information related to your projects. You have direct insight into project information such as budget, profitability, budgeting, involved participants, activities and costs. Sales & CRM Fully coordinated to your branch All your client and contact information easy to understand. Azor supports you in assessing leads & prospects per branch, sector or sales channel. In combination with the to-do module you can schedule and check-off all sales processes. • You can generate reports for your specific needs. • Summary of your contact information. • Send invoices, quotations, costs incurred. • Generate clear sales forecasts directly. • Make advanced selections for Direct Marketing campaigns. • Easily send out paper or digital mails.

    $500.00

  2.  YZY SOFT today announced the launch of Benroy Business App is an all-in-one solution for business management and higher productivity purposes. Benroy was developed using the world leading FileMaker Platform.   The application is especially convenient to organize and track daily work in the following business areas: Sales, Creative agencies, Real estate companies, Construction companies, Photography, Employment agencies, Legal professionals and others.  Benroy Business App is the ideal solution to manage your Contacts, Projects, Job Orders, Estimates, Project discrepancies, Leads, Proposals, Contracts, Products, Warehouses, Incomes, Expenses, Payments, Documents, and Tasks, Events with Calendar, Timesheets. It’s great all-in-one business application.   On Benroy's Dashboard you have all the most important information in a single window: projects, revenue, daily tasks... The CrossTab reports let you slice you business data in the way you like it. Chosen data can be printed, saved as PDF or exported to Excel.  Benroy enables a Handy Project Management - distribution of tasks, documentation related to the project and much more. The Calendar helps you to check the availability of the teams and plan meetings. Sales management is a part of the application as well.  Benroy includes an extremely easy to use financial module with an overview of all the buying and selling activities, all in one place. You can also calculate the cost of goods or services easily. 'Benroy' also has a convenient billing module with a mailing to customers function.  Benroy key features:  • CRM: Organize your whole business in one place. • Contacts and Companies management. • Calendars and activities: Individual or multi-user calendars. • Activity Sets: Ideal feature for a perfect business process management. Prepare activity sets (Event and/or Task) and assign them easily to a Contact, Company, Project or Sales Lead. • Projects, Tasks and Job orders: the Project module allows you to define projects, tasks, and roles, track project activity; assign tasks to individuals or groups; prepare job orders and estimates; quickly prepare invoices and track project expenses. • Sales management and Quotes/Proposals: Track your leads and prospects, quickly prepare quote/proposal and send it to the customer. When leads are won prepare the contract with one click, create project and track process later on. • Product catalog, Warehouses and Inventory management: Store all your products and services, manage prices, prepare beautiful catalogs and pricelists directly for customers. Manage multi warehouses, reorder levels, quantity on hand, etc. • Invoices and Expenses: overview of all the buying and selling activities, all in one place. Convenient billing and mailing to customers. Calculate the cost of goods or services easily. • Document management: Secure document storage means everyone has access to the information they need and no one can overwrite another user’s updates. Link documents to any module within the application. • Dashboard & Reports: the Dashboard shows current business status and CrossTab reports let you slice you business data in the way you like it. Chosen sliced data can be printed, saved as PDF or exported to Excel. • Multi-platform support: Whether you have a Windows PC or a Mac, Benroy works seamlessly in all platforms, including on iPads for technicians and project teams or sales reps at remote locations. • iPad version: Full featured iPad version with barcode scanner and signature capture. Control your warehouse, sign and take clients signatures on invoice, job order or contract on the go.   Benroy Business App can run as a single-user application, especially when you start your business. But if you need a multi-user environment or want to use Benroy on your iPad you can do it with a multi-user version. You can always upgrade from single-user application to multi-user environment. Benroy was developed using the world leading FileMaker Platform, which allows running business applications as multi-platform solutions. If you upgrade to multi-user version you will be able to run Benroy on Mac, Windows and iPad. Multi-user environment requires FileMaker software.  Benroy has been approved by FileMaker technical team as a complete solution and is listed on the FileMaker web site’s showcase “Made for FileMaker”. “We are so excited about that and hope everyone will like the App as we do…” said Giedrius Godelaitis, YZY SOFT’s founder.  Pricing and Availability: Benroy Business App is just $79 as a single-user application and $899 for the 5 user multi-user version. FileMaker software is not included.  Get theApp right now and dedicate your time to business!  Useful links: http://solutions.filemaker.com/made-for-filemaker/detail.jsp?id=solution.10000004154 http://www.yzysoft.com http://www.BenroyApp.com   About FileMaker Inc. (www.filemaker.com) FileMaker, Inc., an Apple subsidiary, delivers innovative software to easily create custom business solutions for iPad, iPhone, Windows, Mac and the web. Millions of people, from individuals to some of the world’s largest organizations, use the FileMaker Platform to streamline their business processes, manage information, and boost overall productivity.   About YZY SOFT (http://www.yzysoft.com) YZY SOFT is a privately held company founded in 2010 and located in beautiful Vilnius, Lithuania. YZY SOFT focuses on the easy to use business management solutions and its add-ons.   © 2015 FileMaker, Inc. All rights reserved. FileMaker is a trademark of FileMaker, Inc., registered in the U.S. and other countries. All other trademarks are the property of their respective owners. All Rights Reserved. YZY SOFT and Benroy are registered trademarks of YZY SOFT, Lithuania     Â
  3. Multi-Page Invoices in FileMaker | FileMaker Pro 15 Videos | FileMaker 15 Training Want to know how to make multi-paged invoices in FileMaker? https://youtu.be/TVB1arFy0TE Get up to speed with the FileMaker Pro 15 Video Training Course! Top Rated Course by FileMaker Expert, Richard Carlton. http://learningfilemaker.com/fmpro15.php Experience Richard's dynamic and exciting teaching format, while learning both basic, intermediate, and advanced FileMaker development skills. With 26 years of FileMaker experience and a long time speaker at FileMaker's Developer Conference,Richard will teach you all the ins and outs of building FileMaker Solutions. The course is 40 hours of video content! Richard has been involved with the FileMaker platform since 1990 and has grown RCC into one of the largest top tier FileMaker consultancies worldwide. Richard works closely with RCC's staff: a team of 28 FileMaker developers and supporting web designers. He has offices in California, Nevada, and Texas. Richard has been a frequent speaker at the FileMaker Developers Conference on a variety of topics involving FileMaker for Startups and Entrepreneurs, and client server integration. Richard is the Product Manager for FM Starting Point, the popular and most downloaded free FileMaker CRM Starter Solution. Richard won 2015 Excellence Award from FileMaker Inc (Apple Inc) for outstanding video and product creation, leading to business development. RCC and LearningFileMaker.com are headquartered in Santa Clara, CA. http://www.rcconsulting.com/ Please feel free to contact us at support@rcconsulting.com If you want to explore building I.O.S apps for I Phone or I Pad and deploying those out to the Apple App Store. Here is a video introduction to our iOS App Training https://www.youtube.com/watch?v=cVxQe_yAshw Looking for FM Starting Point free software download: http://www.fmstartingpoint.com For More Free FileMaker Videos Check out Http://www.filemakerfree.com Visit http://www.learningfilemaker.com for all facets of FileMaker Award Winning Video Training. Please Visit Our Channel: https://www.youtube.com/user/FileMakerVideos Please Subscribe While There. Please Comment, Like & Share All of Our Videos. Feel Free to Embed any of Our Videos on Your Blog or Website. Follow Us on Your Favorite Social Media https://www.facebook.com/FileMakerVideos https://twitter.com/filemakervideos https://plus.google.com/+FileMakerVideos/videos Filemaker Pro 15 Training Videos FileMaker 15 Videos Filemaker Pro 15 Video Course #WhatisFilemaker15 #FilemakerPro15Training #Filemaker15VideoTutorial #FilemakerPro15Videos
  4. File Name: Azor - Project Software File Submitter: KA_Dev File Submitted: 18 Feb 2015 File Category: Solutions FM Version: 13 Manage your FileMaker Projects Using a FileMaker Solution Projects, procedures, customers and employees. That’s what it’s all about. Data that has been captured once can be used in multiple modules. This avoids duplication and reduces the error sensitivity. Your Company is growing? Azor grows with you and is easily managed. Try our demo: Project software Controle all your projects Azor is a central point for all information related to your projects. You have direct insight into project information such as budget, profitability, budgeting, involved participants, activities and costs. Sales & CRM Fully coordinated to your branch All your client and contact information easy to understand. Azor supports you in assessing leads & prospects per branch, sector or sales channel. In combination with the to-do module you can schedule and check-off all sales processes. • You can generate reports for your specific needs. • Summary of your contact information. • Send invoices, quotations, costs incurred. • Generate clear sales forecasts directly. • Make advanced selections for Direct Marketing campaigns. • Easily send out paper or digital mails. Click here to download this file
  5. I'm working on getting QuickBooks' Item Sales Tax groups to pull into filemaker along with it's child records of which itemSalesTaxes belong to the group but I'm so far not having any luck getting my script to work. In addition, I'm wondering if anyone knows the quickbooks rules regarding assigning the sales tax rate to and invoice - the attribute is named as if it's looking for an itemsalestax name or list id rather than a group name or list id and so far, my attempts to just send it a group name in the place of an item tax name has not worked. Has anyone done this who could send a sample script? best regards, Christi
  6. i'm trying to create a database for my small business. there are 3 tables in this database for now. invoices payments invoices_payments (join table) i have created a relation between them through a join table and it is working nicely till here. now what i want to add is a new table for customers and allocate the payments manually as some of my customers send the payments together for few invoices and it might not be final amount so how shall i allocate this amount? for example if payment received from a customer for 3 invoices together then i will mention the amount received only once and there will be a portal showing the pending invoices where i can allocate the payment by hand for each invoice and the balance should keep deducting from the money received table. any help would be appreciated. thanks kumar
  7. Hi, I am trying to develop a simple POS but I am struggling with getting the standard layout for this kind of developments. Basically would I would like to achieve is to create a panel that would show the pictures of all products available, and when clicking on any of the pictures, the related item will go into the invoice_line_item. I have seen this functionality not only for POSs, but also to show all attachments related to one account. There were a button that says "add new attachment" and when added into the container, it will show in order in grid style panel situated just above. I have been able to create such a panel with individual buttons created from 1:1 portal which shows only one specific id_product related picture. However, since each button should have its own script I am finding it challenging when trying to do it for more than 100 products. So my question would be if there is any build-in feature that would show the content of a container on a clickable grid panel. The importan thing here should be that if a new product /record is created, its picture (container field) should be added to that panel, in oder words, the panel is feed automatically each time I add a new product. Any ideas how to do this? I am attaching a picture of someone else work that shows something similar to what I would like to learn how to do. Thanks a lot!!! docasar.
  8. Hi, I'm having some difficulties with my invoice-system. When having multiple pages on print, I want to have my Trailing Grand Summary on a fixed spot. (not trailing) Is there a possibility to have this result? If I would place my fields in the footer, they will show on every page, what is not the intention. Have you fixed this one before OR do you have a solution at hand? Thanks in advance!
  9. Assistance Needed - Creating the right relationships based on the information below. Being in the print, packaging, promotional and apparel industry, I am trying to build a "One Click" solution for processing client's print JOBS and invoicing them out accordingly. Each JOB requires the following: JOB NUMBER (JOB). Maintain the same job number from initial JOB SPECIFICATION through INVOICING, and versioning of JOB NUMBER based on changes. For example: If I create a new JOB and it's number is 1001 and then I modify it at some point, I would like to capture the initial JOB number 1001 and then have a revised JOB number that reads something like, "1001r2". This gives me the ability to know the historical changes along the way. I am not sure this is possible, but any input would be great.JOB SPECIFICATIONS. Build out unique specifications tied to the JOB (JOB Name, Description, No. of components that make up JOB, what are all of their specifications - Component Name, Page Count, Flat Size, Finish Size, No of Colors, What Finishing is needed, etc. Each estimate may have different specification requirements (a brochure, an envelope, t-shirts, and a display stand require some of the same specs, but many different ones too). FORMAL QUOTATIONS to Suppliers. Once specifications are created in filemaker and verified by the client, I will need to confidentially send a formal quotation out to multiple suppliers to BID on the JOB. These suppliers may bid the whole JOB, or just components of it. For instance, we may have a direct mail campaign with multiple print components in it. As a result, one supplier cannot fulfill the whole JOB. Therefore, we will need to send portions of the Formal Quotation out to suppliers that can complete certain aspects. On the other hand, we may just have a brochure that needs to be completed and this Formal Quotation goes to just one type of supplier. FORMAL QUOTATION to Client. Once, all bids are received into our office, then we will create a Formal Quotation to the Client. We would like to send via email.PURCHASE ORDERS (POs). Upon acceptance of the Formal Quotation by Client, then we need to pick and choose the right suppliers to run the JOB. At this point we will need to produce one or more POs to send out to those chosen suppliers to produce the component. SUPPLIER INVOICES. I would like to capture all of the suppliers invoices and tie them to the JOB. Do I need to create an entity to store the supplier invoices to this JOB? In essence, I would like to scan and track all of the hard copy cost of goods (cogs) and tie them to every JOB.INVOICING. This is pretty self explanatory. After a JOB is completed by the vendors, we will invoice the JOB to the client.CONSOLIDATED DETAILED INVOICES. Just like above, we may need to Invoice a client once a month for all of the JOBS we did over the past 30 days.I hope I spelled this out clearly. With this said, I am asking for input on how to create the most efficient Entities/Table Occurences within the FM Relationship Diagram to have this work successfully. I have read the Basics and part of the Advanced FM Training Series, but I still cannot get my head around the scenario I listed above. I think I am making this more difficult than it appears within my industry. Any insight would be greatly appreciated. JFC70
  10. How do I get the text to flow down with the portal on a invoice? Ive clicked on the active row state and the table on my invoice flows down perfectly however the subtotal, Vat and other stuff below won't move down unless I edit each invoice manually in the print view layout. Is there anyway the text can move down automatically when a longer invoice is made?
  11. Hi, my name is Mathieu. I'm relatively new to Filemaker and and new to the forum. Merry christmas to everybody and thank you all in advance for your support. I have a layout for estimates with a portal showing LineItems items: Clients------>Estimates---->LineItems<-----Products I use price lookups in lineitems to make sure that if a product price change, it doesn't change in already completed estimates. My relationships are set up so that an estimate doesn't make a change in inventory. Now, the problem is, I'd like to, when a estimate is accepted, check a radio button in the estimate layout and automatically copy my lineitems items, at the price set previously in a new portal in a contract table that will make the change in inventory and eventually let me see what i'm missing and let me order them. I know most people put estimate and contracts(invoices) in the same table, I am also ready to do that if I can make sure estimates dont change inventory. Can you help me figure the relations and the scripts I need to achieve that? Thank you so much.
  12. Hello guys, First of all would like to congratulate you all for this product - FMSP is great. I'm kind of getting the grips with filemaker and having this solution ready and unlocked so I can study to solidify my understanding is great. I have also started to use this in my business - a Fire Extinguisher company - we sell, re-fill and do projects for companies that need to have their building adequate to the Fire Brigade Specifications. I just had to translate EVERYTHING into Portuguese. Great experience going over each and every layout, field labels. Not finished yet, need to continue with the scripts (when a dialog box comes up)....great fun!!! LOL!!! *** Anyway, after studying a little I came up with what seems to be repeating fields in the solution and I want to understand why they are there. I.e: In invoices there are fields account, project, contact, address and they are all unlocked and users can add their info there. However, if I add a account, contact to the fields it does not update or create a new account or contact. Maybe I am off track here, but should these fields not update or give the user the option to create a new account or contact from the invoice context? The way I see is that these fields should all be locked and have a button set up to work exactly like the magnifier on the right of the field...which is you click on the field and it takes you to the find a account, contact, etc. Or maybe the field would automatically take you to the accounts layout to allow you to create a new account, or contact, etc. I don't know, I am just throwing some of the impressions I had. I am just a beginner intermediate user of FM and FMSP...
  13. Hi everyone, I'm using Fm Starting Point 4.6.6.b for a personal project but I don't know if you can help me with some problem I have right now. In the Invoices module, there's a field for Contact info (Contact_Name) where you can search for a specific contact just clicking on the lens button and when you found the desire contact, the Biil To and Ship To tabs are updated with contact information. So I duplicate the Contact field, copy the buttons and rename it to Contact Ship and also I modify all the scripst for Contact (Contact_Name) update Bill To tab, and Contact Ship updates Ship To tab, and here is the problem; every time I choose a contact name in either of the two contact fields (Contact or Contact Ship), automatically puts me the same contact name in both fields (Contact an Contact Ship). What I need is that If in Contact field I choose Morgan Vinshire, and in Contact Ship I choose John Smith, those names remain in their respective fields and not like now that if I choose Morgan first as a Contact and then I choose John Smith for Contact, then Contact with the first name (Morgan) change for John Smith. I know this is difficult to explain and also confusing but I hope yoy understand what I mean. Is there any solution to this problem? Thank you in advance.
  14. I would like to start by thanking the developers for such a wonderful solution. Our organization has been successfully adapted FM starting point to our current needs. However one of the biggest challenges we have right now comes from having the invoices and Estimates List more than 18 items when they print. I have read in another discussion that was solution for it however I wasn't able to truly grasp the meaning of it. Any help I could get to solve this would be truly appreciated. Thank you.
  15. Hi there, Would really like to be able to automatically add Invoice and Estimate information into the Calendar view when a new Invoice or Estimate is created, is this possible? Struggling to find out how the Tasks get added and thought it would be a matter of adjusting a script or calculation. Any ideas? Thanks
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