Creating Invoices from individual Access records.

[Comboni]

Creating invoices from individual Access records.

I think that my question is simple, but as a newcomer to using MS Access 2003, it is beyond me. I have read through the various ‘Invoice’ inputs in the forum, but they were all seriously more complex than my problem.

For my small Company, I have successfully created a simple Access table, holding customer information, such as Name/Address, Invoice ID, Unit cost, Units bought, Tax, Total Cost, etc. Eleven fields in all.

I wish to create an individual Invoice from the information stored in each record. I tried the Form Wizard, but the results were very primitive. I wish to create and printout an invoice on an A4 page, with my Company name/address at the top, and the information from the various fields in each database record appropriately displayed. I don’t need to store the Invoices since the basic information is already contained in the table.

How does an Access baby like myself proceed?

Thanking you for your time,

Comboni.

[MMcCarthy]

You need to create a query which will give all the information you need for the Invoice. Excluding static info like your company name etc.

The use the report wizard to create a basic report template based on this query.

Then go into the design of the report and you can play around with the layout and add comany name logo etc.

If at that stage you want any more help on the layout let us know.

Creating invoices from individual Access records.

I think that my question is simple, but as a newcomer to using MS Access 2003, it is beyond me. I have read through the various ‘Invoice’ inputs in the forum, but they were all seriously more complex than my problem.

For my small Company, I have successfully created a simple Access table, holding customer information, such as Name/Address, Invoice ID, Unit cost, Units bought, Tax, Total Cost, etc. Eleven fields in all.

I wish to create an individual Invoice from the information stored in each record. I tried the Form Wizard, but the results were very primitive. I wish to create and printout an invoice on an A4 page, with my Company name/address at the top, and the information from the various fields in each database record appropriately displayed. I don’t need to store the Invoices since the basic information is already contained in the table.

How does an Access baby like myself proceed?

Thanking you for your time,

Comboni.

[missinglinq]

You definately need to look at Northwind.mdb. Use the search or find function in Windows to locate it. It ships with all versions of Access, and has a very nice, basic Invoice report which is based on the query Invoices. This should help you get started, and may, in fact save you some time designing your invoice, as it basically covers all the items you mentioned.

When you start to work on your own database, you can simply goto
File->Get External Data->Import select Northwind.mdb
and then import any components from Northwind into your own db.

[Comboni]

Many thanks to mmccarthy and missinglinq for your prompt and helpful replies. I was aware of the existence of the templates in Access but didn't know that they could help my situation.
Will get working and post success (or otherwise!)

Thank you.

comboni.