Tables are as follows:

Owners

Horse Details

Visit Notes

Billing (date, item, fee, tax, total, paid, balance)

 

I'm trying to get my head around how to set up the 'Billing' table (if that's in fact the right way to begin!). Basically I will generate an invoice at the end of a visit. There's a small number of items that could be charged for, in two groups (Services, Products). 

 

The concept I am having trouble with is the idea that an invoice can have multiple line items, however, I don't see how I can simply account for that in a table's design. There must be a trick with portals or something that I am not clued in on yet.

 

 

an invoice can have multiple line items, however, I don't see how I can simply account for that in a table's design.

 

Have a look at a basic invoicing demo here:

http://fmforums.com/forum/showpost.php?post/309136/

Have a look at a basic invoicing demo here:

http://fmforums.com/forum/showpost.php?post/309136/

 

Thankyou for that - am in the process of working through it now - and is starting to make sense.

 

A variation I will need to work through is instead of having a single product list to choose from, I need the user to choose from a service type, and/or products as well. 

 

I was thinking along the lines of having a line item "Item description",and the user could then choose to add a service item/s and/or product item/s from a list that autofills the 'item description' line item. (Plan is for this to be happening on an iPad.) As there's not a huge list of items in each category, I could probably just have all service and product items in the one drop-down list for simplicity.

Have a look at a basic invoicing demo here:

http://fmforums.com/forum/showpost.php?post/309136/

 Ok, I've had a  look at the above demo file, and also the "Invoices" Starter Solution as well.

 

As best as I can tell, I have set up my tables and relationships as done above, however, when I insert the 'Line Items' portal onto the Invoice layout, the portal is not editable. ie clicking on a line in the (currently blank) portal does not activate any of the fields. 

 

Any ideas on what I've missed? I'm sure it's something simple.

Thanks in advance. 

Under Manage > Database... make sure that the portal's relationship is set to allow creation of records.

Under Manage > Database... make sure that the portal's relationship is set to allow creation of records.

 Thankyou! thankyou! Thankyou!

 

Was frustrating the hell out of me! I knew it was something simple I'd forgotten!