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Quote, Invoice, Receipt
By Richard Rost   Richard Rost on Twitter Richard Rost on LinkedIn Email Richard Rost   2 months ago

Change Orders from Quote to Invoice to Receipt


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In this video, I will show you how to change a quotation to an invoice, and then to a paid receipt in your Microsoft Access order entry database.

Ethan from Orlando, Florida (a Gold Member) asks: I've been using your Invoicing database for a while now. It's very helpful. Thank you. Is there any way that I can differentiate between quotations (estimates), invoices, and paid receipts? Do I need to copy all the data between three tables?

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Members will learn how to do the same thing using VBA directly in the report. We will also add a nice red PAID stamp, and we will add some logic to make our order form smart: if the user clicks PAID then we will mark it as NOT a quotation, and if it is already paid they cannot switch it back to a quote without un-checking the PAID box.

Silver Members and up get access to an Extended Cut of this video. Gold Members can download the database template from class plus get access to the Code Vault. If you signed up on YouTube you have to contact me so I can set up your account here on my web site. If you're not a member, Join Today!

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microsoft access, ms access, #msaccess, #microsoftaccess, #help, #howto, #tutorial, #instruction, #learn, #lesson, #training, #database, order entry, orders, invoice, invoices, quote, quotes, quotations, receipts, billing, invoicing, template

 

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James Hopkins 
16 days ago
Hey Richard, I been using the 'Invoicing Template' for setting up our company database. But I am wondering if there a way to change a 'Invoice or Estimate' to a new status with a Combo Box. So when you click-on data selected Data in the Combo Box to set the updated status in the Tables. I am Wondering how the best way to go about do this CORRECTLY?
Richard Rost
15 days ago
It's pretty much the same thing as what I show in this video. Instead of using a YN field, just change it to a Long and use a combo box.
James Hopkins
13 days ago
Oh okay, thank you so much for your time and help.
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Keywords: TechHelp Access order entry, orders, invoice, invoices, quote, quotes, quotations, receipts, billing, invoicing, template  PermaLink