Free Lessons
Courses
Seminars
TechHelp
Fast Tips
Templates
Topic Index
Forum
ABCD
 
Home   Courses   Index   Templates   Seminars   TechHelp   Forums   Help   Contact   Join   Order   Logon  
 
Home > TechHelp > Directory > Access > Invoicing > < Switch Function | Templates >
Invoicing
By Richard Rost   Richard Rost on LinkedIn Email Richard Rost   3 years ago

Order Entry System with Invoice Report Template


 S  M  L  XL  FS  |  Slo  Reg  Fast  2x  |  Bookmark Join Now

This is the TechHelp video a lot of you have been waiting for. In this one, I will show you how to create a basic order management system for Microsoft Access. We'll build an order entry form with the related tables and queries. We'll link it to our customer database. We'll create a fully printable invoice report. This one is over an hour long and PACKED with useful tips!

Scarlett from Atlanta, Georgia (a Platinum Member) asks: I know you have lots of lessons on creating an order entry system with invoices. I don't have time to learn all of that or watch 20 hours of video. Can you show me how to put together something quick and simple? I just need to be able to invoice my customers for a few products and my labor. That's it. I plan to watch all of those lessons eventually, but I'm doing my billing now with Word and Excel and it's getting cumbersome. Help.

Members

I'll show you how to create an order list so you can see all of your orders sorted by date and double-click on one to open it up. We'll copy the customer's address info to each order, so you know where the order was shipped or billed at the time it was placed. We'll also create a product list so you can pick a product and add it to the order with one click. This video alone is worth the cost of membership for a year!

Silver Members and up get access to view Extended Cut videos, when available. Gold Members can download the files from class plus get access to the Code Vault. If you're not a member, Join Today!

Free Download

Watch These First...

This video is based on the databases built in these other lessons. Watch these first if you haven't already:

Updates

  • Set a default value for the customer combo box on the order form here: Value From a Form
  • Create the Product Form and calculate markup, margin, sale price, etc.: Markup
  • Switch from Quote to Invoice to Receipt: Quote, Invoice, Receipt

Links

Recommended Course

Feature Requests

So a bunch of people have so far asked me to make this into more of a full-featured Template, which I'm going to do. Yes, I cover more in-depth order entry in my full Expert classes, but a lot of people don't want to watch 20+ hours of lessons in different courses to add order entry to their databases. So, if you have an idea for what you'd like to see added to the Template, then post your comments below.

  • Consecutive Order Numbers per Customer
  • Obscured Customer IDs
  • Developer students are getting Inventory tracking in their classes. I'll add it to this
  • Sales tax by product / customer 
  • Accounts receivable

Learn More

FREE Access Beginner Level 1
FREE Access Quick Start in 30 Minutes
Access Level 2 for just $1

Free Templates

TechHelp Free Templates
Blank Template
Contact Management
Order Entry & Invoicing
More Access Templates

Resources

Mailing List - Get emails when new videos released
Consulting - Need help with your database
Tip Jar - Your tips are graciously accepted

Questions?

Please feel free to post your questions or comments below or post them in the Forums.

 

Comments for Invoicing
 
Age Subject From
15 daysAdding Product from Combo BoxGayle Alley
2 monthsAuto Invoice NumberGlenn Kaufman
2 monthsSyntax ErrorAsteropi Papadopoulou
12 monthsInvoicing from a Lead SourceArlene De Klerk
12 monthsAutomatically Match ProductIDsMary Squires
14 monthsCustom Event Class examplesGary James
16 monthsRegarding GL AcountRaghu B
16 monthsCustom events make it betterGary James
19 monthsOrderDetailsTRuth Muthoga
2 yearsParent ChildRamona Woitas
2 yearsChange Unit for currencyRami Kanawati
2 yearsRefresh customer combo boxSteve Murphy
2 yearsSales TaxTurner Sculpture
2 yearsCan't Delete Empty Subs in VBASteve Garrison
2 yearsViewing Issue in Extended CutSteve Garrison
2 yearsPrint Preview of Invoice ReportDespina Karayanni
2 yearsPrints Multiple Copies of InvRamona Woitas
3 yearsAdd Company Info to OrderFJoshua McCartney
3 yearsMultiple Payment SourceMarily Cruz
3 yearsExpected End SubBen Harosh
Next >>

 

Start a NEW Conversation
 
Only students may post on this page. Click here for more information on how you can set up an account. If you are a student, please Log On first. Non-students may only post in the Visitor Forum.
 
Subscribe
Subscribe to Invoicing
Get notifications when this page is updated
 
 
 
 

The following is a paid advertisement
Computer Learning Zone is not responsible for any content shown or offers made by these ads.
 

Learn
 
Access - index
Excel - index
Word - index
Windows - index
PowerPoint - index
Photoshop - index
Visual Basic - index
ASP - index
Seminars
More...
Customers
 
Login
My Account
My Courses
Lost Password
Memberships
Student Databases
Change Email
Info
 
Latest News
New Releases
User Forums
Topic Glossary
Tips & Tricks
Search The Site
Code Vault
Collapse Menus
Help
 
Customer Support
Web Site Tour
FAQs
TechHelp
Consulting Services
About
 
Background
Testimonials
Jobs
Affiliate Program
Richard Rost
Free Lessons
Mailing List
PCResale.NET
Order
 
Video Tutorials
Handbooks
Memberships
Learning Connection
Idiot's Guide to Excel
Volume Discounts
Payment Info
Shipping
Terms of Sale
Contact
 
Contact Info
Support Policy
Mailing Address
Phone Number
Fax Number
Course Survey
Email Richard
[email protected]
Blog RSS Feed    YouTube Channel

LinkedIn
Copyright 2024 by Computer Learning Zone, Amicron, and Richard Rost. All Rights Reserved. Current Time: 11/9/2024 12:12:35 PM. PLT: 0s
Keywords: TechHelp Access order entry, order form, order details, billing, receipt, invoice, invoicing, invoice report, order template, invoice template, purchase order, accounting, order management, order entry form, invoicing template, invoice template, quotation  PermaLink  Invoicing in Microsoft Access