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Hi

I want to have a small database to control my clients pending payments, the idea is to have a a way to see wich services are paid and wich services are not paid yet.  

And create a sort of query to search if for example one  particular client has bills that we need to collect, like a balance sheet of the amount that we need to bill to a particular client, and also a way to mark a bill as paid when the cliente makes the payment (for this I guess the checkbox is the best option)

I don't know if the explanaition is good enough, English is not my native language but what I want in spanish is Cuentas por cobrar, wich in English I think it is translated as accounts receivable

Is this possible on Airtable? How can I do this, I appreciate the ideas since I am a beginner on this system and I am not a programmer

 

Yeap it's possible!  Here's an example of how to handle it. 

You'd have a "Customers" table that contains all your customers:

A "Services" table where you note down the service that was provided, to which customer it was provided and how much it cost, etc

An "Invoices" table where you would create each invoice whenever you wanted to bill a customer

You could then create multiple "Service" records, and at the end of the month, create "Invoice" records for your customers, and link them to the appropriate "Service" records.  The rollup field would display the total amount billed for that invoice, and you could then mark the "Paid" checkbox once they've paid

Link to base


Hola ​@Erikajim,

Saludos desde Argentina :D

Si. Esto es completamente possible. Como muestra Adam arriba, vas a querer tener al menos 3 tablas. Una de Clientes, una de Facturas, y una de Servicios (o Lineas de Facturas). Podrías también tener una 4ta tabla que sea Pagos.

Los pagos se imputan contra facturas. Cada factura puede contener una o multiples lineas. Si una factura figura como paga, luego puedes levantar esa data (utilizando un lookup) en tu tabla de lineas. En la tabla de lineas es que podrás aplicar ahora el filtro de “Pago” o “No Pago”. 

Espero que sirva. Caso contrario, por favor sentite libre de agendar un llamado usando este link, y puedo mostrarte cómo debería armarse.

Mike, Consultant @ Automatic Nation 
YouTube Channel