Can't get Portal to work

[akeslady]

Hi,

I hope someone can help me with this problem — I don't understand Portals! I hope you can understand me, I am not English.

I have a database with Contacts, Invoices, Payments and Zones. I got the Invoices Portal to work with help from another forum.

I am trying to set up a Portal to keep track of open invoices. I have a table for Contacts, Invoices, Line Items, Zones and Payments.

The Relationship for the Invoice is from Contacts by Contact ID, from Invoices to Line Items (Allow creation of records...) by Invoice Number, Line Items relationship to the Zones Table is by Zone. All is working just fine!

Now to the Payments table:

The Relationship between Payments and Line Items is (Allow creation of records...) Invoice Number. And then NOTHING is working.

Do I have to have a separate Line Items for Invoices and Payments? They are using the same fields.

See screenshot, I added a repeating field for Invoices, and when I enter an Invoice # in that field everything is displayed in the Portal correctly. But isn't there another way to do this? Shouldn't I be able to have a field in the Portal to ENTER the Invoice Number that I want to use? I tried and it is not working!

By the way, when I create a new Invoice, is it correct that all entries on the invoices are "stored" in Line Items too?

This is the scenario:

We make deliveries for a company and get a Delivery Charge depending on what zone the merchandise is delivered to, on top of that we get a bonus of 0.5% of the Total Invoice Dollar Amount Delivered. All calculations are working.

BUT when the customer is paying us they calculate the bonus on all invoices paid (this check) of Total Invoice Dollar Amount Delivered, not per "line item" as on the invoice. Because of that the bonus almost always differs with a few cents.

AND they almost always change the invoice to something else, and send a check for that amount. Thats why I have this kind of "weird" portal. See attached screenshot.

Any help is very much appreciated!

Thanks in advance!