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Complete Filemaker Invoice database

A complete course to creating your own Filemaker Database system from scratch to automate your company's paperwork.
Instructor:
Guy Stevens
1,797 students enrolled
English [Auto-generated]
Build a complete database system from scratch within Filemaker.
Create quotes and invoices for your clients.
Manage your Product list and check your stock levels.
Track the purchasing of products from your suppliers.
Create customized reports for your business meetings
Manage your clients and the tasks you need to do for them.

I will show you how to make a complete Filemaker database system for a company. In this case it will be an invoicing solution to make price quotations and invoices. We will be selling products to our customers. We will be buying these products from our suppliers. We will manage our stock and compare our income versus our expenses.

This course is for people who own a small business and can't afford to buy expensive software packages to manage their administration. Who don't want to spend hours each week doing boring, monotonous paperwork that can be automated and be made fun and professional looking.

There is no need for any prior knowledge of database systems because I will show you every step and explain exactly what it is we are doing so anyone can simply follow along.

Introduction

1
Introduction + Filemaker FIle

Let's have a look at our finished file.

2
Importing existing data

If you already have a list of clients you can import it straight into the database.

Products

1
Products Table and Layout

Let's create the products table and add all the fields we are going to need. We will also add some data entry elements.

2
Conditional Formatting

A fun way to change visual attributes depending on values in a field.

3
External Data Storage

It's possible to store images into our database. But we can also store them in a separate folder.

4
Product List

We can organize our products by Category. That way it's easier to find the product you are looking for.

Invoices

1
Invoice table.

Let's create the invoice table and let's think about all the fields we are going to need.

2
Invoice Layout

We will create a layout with multiple tabs.

3
Invoice Number

There are many different ways to structure an invoice number. You can make all kinds of combinations with Year or Month.

4
Invoice Admin

Here we can track payments and find overdue invoices.

5
Invoice Details table

This will be the table that contains the products that we put on our invoice.

6
Invoice Details layout

The invoice detail will be entered through a portal on the layout.

7
Invoice Product List part 1

Add products to your invoice from a list that is sorted by category.

8
Invoice Product List part 2
9
Making a printable invoice layout

We need to be able to print our invoice.

10
Making this printable invoice work

There are a few actions we need to do to make this all go smoothly.

11
Invoice List Part 1

A list to see the invoices sorted by type.

12
Invoice List Part 2 - Scripted buttons

We can automate a few finds by creating some scripted buttons on the top of our list.

Inventory

1
Purchases

Where we note the products we buy from our suppliers.

2
Linking the purchases with the Invoice Details

This is a little bit tricky but if we do this right we can calculate our inventory.

3
Stock Calculations

Now we can calculate how many items we have in stock for each product.

4
Stock Calculations Part 2 - Re-Order amount

Let's find a way to easily find all the products that need to be re-ordered.

5
Income reports

We can create reports to see our income per year and per month.

6
Printing the Income Reports

The print layout is different from the screen layout.

7
Charts or Graphs for a more visual report

With a chart you can more easily see the evolution of your sales and expenses. Here we compare the different months of the year.

8
Product Report

Let's find out what our most popular products are.

9
Client History

When we get a client on the phone it can sometimes be handy to have their Invoice history handy on their contact layout.

10
Conclusion

Where we look back at what we have done.

You can view and review the lecture materials indefinitely, like an on-demand channel.
Definitely! If you have an internet connection, courses on Udemy are available on any device at any time. If you don't have an internet connection, some instructors also let their students download course lectures. That's up to the instructor though, so make sure you get on their good side!
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Includes

5 hours on-demand video
Full lifetime access
Access on mobile and TV
Certificate of Completion