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  1. #1
    Join Date
    Aug 2002
    Location
    Cambridge, England
    Posts
    47

    Unanswered: Setting up invoicing

    Hi

    Looking for some 'good practice' advice for the system I am currently trying to

    develop. I have a table of JOBs (orders), with another table JOB_ITEMs

    (order_items) holding each part of the job. i am now trying to set up the

    invoicing part of the system but not sure how i best to do it. I am setting up a

    new INVOICE table which holds the invoice number, job number, invoice date and amount paid. Is it a good idea to have an invoice_total field, or should it always be calculated from the relevant JOB tables whenever it is required (ie for account summaries and things).

    Also, I have a customer table as well as the job and invoice tables. Is this enough to implement customer accounts? I suppose all information I need can be drawn from the tables. How would people go about implementing credit notes?

    Thanks for any of your thoughts

  2. #2
    Join Date
    May 2002
    Location
    London
    Posts
    87
    I would always store the invoice total in case the price changes after the order is billed. In fact you may wish to consider storing the price for each line when the order is created to ensure consitency.

  3. #3
    Join Date
    Aug 2002
    Location
    Cambridge, England
    Posts
    47
    Thanks, yes I already store each line of each order seperately in the JOB_ITEM table, so changes to prices will not affect the stored jobs. So It should therefore be safe to calculate the price of the invoice from the JOB tables each time they are needed?

  4. #4
    Join Date
    May 2002
    Location
    London
    Posts
    87
    On that basis it should be fine to calculate on the fly, though when it comes to customer accounts, I'd be tempted to store the invoice, payment and credit entries and values.

  5. #5
    Join Date
    Jun 2003
    Location
    USA
    Posts
    1,032
    I've got a free downloadable sample invoices database at www.bullschmidt.com/access that might give you some ideas.
    J. Paul Schmidt, Freelance Web and Database Developer
    www.Bullschmidt.com
    Access Database Sample, Web Database Sample, ASP Design Tips

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