Need help adding payments to invoive

[Digitaled]

I am using Alpha sports as a template and in the Invoice form I need to be able to have a payment field and a balance still due field so i can take payments on items and then is shows the balance still due for this customer.

I have looked in the help files and can not find anything on this.
Can some one please help

Thanks

[DaveM]

Re: Need help adding payments to invoive

ed,
not sure how deep you have to go, but to have a payment field, you may need a way to set the terms and interest if any. That can get pretty deep with dates and so forth. Also if you add a payment there has to be a way to adjust the balance.

Some programs I ahve worked on hhave a seperate table that does all the math for the balance and payments with due dates. Some do it adhoc as it goes.

How far do you need to carry this?

Dave Mason

[Digitaled]

Re: Need help adding payments to invoive

Hi i will not need interest.

This is for wedding Photography and video production.

The customer pays a retainer fee to hire us and then makes a payment to pay off the package amount before the wedding date.
Like

Tracked to
Customer John Smith in the invoice form

Total $1000
Tax 5% $50
Total with tax $1050
Payment $525
Balance Due $525

Add new Payment button or open field to enter new payment to be added in.

If possible i would like the Balance due to also show up in the customers customer information form as a Current balance due from this customer with a button to go to the invoice to make payments or add on new items to the current invoice to.

Most people have everything paid off in 4 payments or less

Thanks any help would be fantastic.

ed,
not sure how deep you have to go, but to have a payment field, you may need a way to set the terms and interest if any. That can get pretty deep with dates and so forth. Also if you add a payment there has to be a way to adjust the balance.

Some programs I ahve worked on hhave a seperate table that does all the math for the balance and payments with due dates. Some do it adhoc as it goes.

How far do you need to carry this?

Dave Mason

[DaveM]

Re: Need help adding payments to invoive

Total $1000
Tax 5% $50
Total with tax $1050
Payment $525
Balance Due $525

Add new Payment button or open field to enter new payment to be added in.

If possible i would like the Balance due to also show up in the customers customer information form as a Current balance due from this customer with a button to go to the invoice to make payments or add on new items to the current invoice to.

Most people have everything paid off in 4 payments or less

if there is more than a few payments possible and dates due, you will need a payments table. Something on the order of:

acctnumb(to coincide with a field on your main table) as character 8 is a good space

acctnumb c 8
payment n 10.2
date d 8
carriedbalance n 10.2

make it a set and enter your payments as you get them.

you can set the balance so you put it in manually or make a field rule so you get a new balance with each payment.

you will need a form with an imbedded browse to contain the payments and balances.

This is not that difficult using field rules. Were you going to have interest and/or a bunch of payments you would do it much different.

you could even make fields in your current table( if you don't go over ten payments EVER) for say ten payments, ten dates and ten balances with field rules on them to get it done that way. Show all ten of each on your form.

I don't know how much knowledge you have of alpha and programming, so I am trying to give simple ways.

Dates are very important in payment plans so specify them up front when the payments are due.

Dave Mason

[Digitaled]

Re: Need help adding payments to invoive

Ok i made a table like you have listed and a imbedded browse from that.

Now how do i make this all work with the current invoice??

[Mike Konoff]

Re: Need help adding payments to invoive

I accomplish this using a table for "receivables" and enter all payments into this "receivables" table upon receipt of payment; normally a check, but sometimes (rarely) cash. Upon recording a payment by saving a record in the receivables table, I "add post" the dollar amount paid to the "amnt_paid" field in the invoice and also "subtract posts" the same amount from the "invoice_balance" field. I also have my invoice table linked to my receivables table so that when I look at my invoice, I can see any and all payments made. I don't deal with finance charges or other fees, so I can't offer much/any help with regards to that. But that's what's worked for me for quite a few years.

Mike

[DaveM]

Re: Need help adding payments to invoive

The amount of balance should be in your main table and a field for tax rate and a fielld for taxamnt with a final balance.
balance * taxrate = taxamnt + balance = final balance

your payments can be posted to the payments table in your imbedded browse.

On your form, you can make a calculated field to hold the currentbalance.

pretty simple

Dave Mason