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Monthly/Quarterly Invoicing

I'm trying to write a simple Access program that stores details of customers that have service contracts, payable monthly or quarterly (customer's choice).

The program needs to print monthly or quarterly invoices and to record received payments.
I'm not sure how to 'trigger' the invoice printing.
I don't need any script/code, just an outline of the principles involved.

Many thanks
Dec 11 '07 #1
5 3844
Rabbit
12,516 Expert Mod 8TB
I'm not sure what you mean by trigger the invoice printing.

If you just need to print it, then DoCmd.OpenReport "ReportName" will print a report. But I suspect you mean something else by 'trigger'.
Dec 11 '07 #2
Thanks Rabbit,

Sorry my request was not clear.

When a customer signs up to the service, an annual charge and a 'start date' is agreed.
The customer will normally be invoiced every quarter and pays in advance for the service.
The 1st quarterly invoice date will be the 'start date'


What I need to know is how to automatically 'trigger' the printing of the 2nd and subsequent invoices.
In other words, the program user does not have to manually check every customer to see if an invoice is due for printing- the program should be able to inspect the relevant table(s) and then produce an invoice.

What I really need to know is general info about what tables are needed and the relationships between them.

Hope that's clearer.

Thanks
Dec 12 '07 #3
NeoPa
32,556 Expert Mod 16PB
I suspect you need to run a job every week (or day if you prefer) which will trigger Invoice Prints for all customers whose last date of invoice is more than three months hitherto. An InvoiceDate field would be updated in a Customer record whenever invoices are triggered for a customer.
Comparing this field with a date three months before Date() should find all the relevant customers for you.
Dec 12 '07 #4
Thankyou NeoPa

Your idea sounds good and I will work on it.


Thanks again
Dec 13 '07 #5
NeoPa
32,556 Expert Mod 16PB
No worries.
It's the standard way to approach it I think.
Good luck with your project :)
Dec 13 '07 #6

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