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Quote, Invoice, Receipt
By Richard Rost   Richard Rost on LinkedIn Email Richard Rost   3 years 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?


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 view Extended Cut videos, when available. 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 register on my YouTube Find User page so I can set up your account here on my web site. If you're not a member, Join Today!


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Copyright 2024 by Computer Learning Zone, Amicron, and Richard Rost. All Rights Reserved. Current Time: 5/19/2024 3:47:07 AM. PLT: 1s
Keywords: TechHelp Access order entry, orders, invoice, invoices, quote, quotes, quotations, receipts, billing, invoicing, template  PermaLink  Quote, Invoice, Receipt in Microsoft Access