Billing a % of invoice

[Kim]

Good Morning! So I finally got the invoicing database done that my boss
requested (which was quite a challenge because I'm a beginner ), and now
he would like me to make a change that I have no idea how to make. Please
help!!!

Let me start out with I have an invoice and and invoice details table. We
create multiple invoices per job. I've got this working perfectly now, but
the change he requests is the ability to send a bill for a % of the total
invoice. EX. the invoice is $500, he may only want to send a customer a bill
for $300. And he would like the ability to keep track of the total percentage
he's billed per invoice and how much still needs to be billed.

So I'm figuring I need to ask for user input before creating the report
invoice. I'm not sure, though if I need to create a new table to keep track
of % billed, or even how to keep track of it. Can anyone help?

Kim
BTW - Happy Holidays to all!

 

[Allen Browne]

Conceptually, are you:
a) invoicing a client for a large amount, and then allowing them to make
several payments, or
b) calculating a final charge, and invoicing the client in multiple stages?

If a), it would seem likely that the client can elect their own payment
schedule, so I will assume b).

The table you already have then becomes the Charge table (possibly with a
ChargeDetail table for line items).

You now need another Invoice and InvoiceDetail table. The invoice table will
have ClientID, InvoiceDate etc. The InvoiceDetail table will have fields:
InvoiceID foreign key to Invoice.InvoiceID
ChargeID foreign key to Charge.ChargeID
Amount Currency
... other fields as needed.

When the sum of Amount for the ChargeID reaches the same as the amount in
the Charge table, all invoices have been sent for that charge amount. This
lets you create an interface where you programmatically create the invoices
for the charges by percentage.

 

[Haris Rashid]

See the application at http://www.Designing-Systems.com/Products/ConApp
It works the way you described and you may want to replicate the process and
behavior of this application.

 

[Kim]

Thanks Allen, I think this may do the trick. BTW, I visit your site
frequently, thanks for your support, I'm sure many others on the forums agree.

Kim

 

[Kim]

Thanks Haris. I thought I would take a look at your application, but when I
try to download and put in my info, I never get the key e-mailed to me

Kim

 

[Haris Rashid]

hi Kim,
you should write to the product support email address.
Thanks