Complete Filemaker Invoice database
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.
Let's have a look at our finished file.
If you already have a list of clients you can import it straight into the database.
Let's create the products table and add all the fields we are going to need. We will also add some data entry elements.
A fun way to change visual attributes depending on values in a field.
It's possible to store images into our database. But we can also store them in a separate folder.
We can organize our products by Category. That way it's easier to find the product you are looking for.
Let's create the invoice table and let's think about all the fields we are going to need.
We will create a layout with multiple tabs.
There are many different ways to structure an invoice number. You can make all kinds of combinations with Year or Month.
Here we can track payments and find overdue invoices.
This will be the table that contains the products that we put on our invoice.
The invoice detail will be entered through a portal on the layout.
Add products to your invoice from a list that is sorted by category.
We need to be able to print our invoice.
There are a few actions we need to do to make this all go smoothly.
A list to see the invoices sorted by type.
We can automate a few finds by creating some scripted buttons on the top of our list.
Where we note the products we buy from our suppliers.
This is a little bit tricky but if we do this right we can calculate our inventory.
Now we can calculate how many items we have in stock for each product.
Let's find a way to easily find all the products that need to be re-ordered.
We can create reports to see our income per year and per month.
The print layout is different from the screen layout.
With a chart you can more easily see the evolution of your sales and expenses. Here we compare the different months of the year.
Let's find out what our most popular products are.
When we get a client on the phone it can sometimes be handy to have their Invoice history handy on their contact layout.
Where we look back at what we have done.