Good Evening!

Would appreciate anyones views on the best way to maintain a customer cash account within filemaker.

The idea being that a customer can deposit a specified amount and then when each invoice is generated, it will deduct the invoice amount from the account balance.

There would obviously need to be the option to 'top-up' the account when needed and also to generate a report which shows the breakdown of account usage and when the account was topped-up etc

Currently have the basic database configured in a similar manner to the default 'invoice' template which comes with filemaker - Customer, Products, Line Items and Invoice tables...

Many thanks in advance!

Marcus

I set up something similar recently: it uses a Payments table, and a Charges table. Charges could related to invoices, or be the individual line items.

Hi Vaughan,

Many thanks for the tip. Out of interest, what method did you use to relate the two tables in order to display the 'account breakdown'...?

Brgds,

Marcus

There is an Account record, with AccountID. This is the primary key used to related the Charges and Payments tables. Very simple.

One of the concepts is that payments are not paid against particular invoices or charges.