Yeap this is possible, but I think I'd set it up slightly differently
I'd have two tables, "Clients" to hold client information, and a "Charges / Payments" table that would not include the balance details.
Each week I would add a new record to the "Charges / Payments" table, key in the amount that was charged that week, and link that record to the appropriate client record
I would then add a rollup field in the "Clients" table that would sum up the values, showing the balance
When a client makes a payment, I would add a record to the "Charges / Payments" table and key in the amount that was paid, which would cause the balance value in the "Clients" table to update as well
---
re: Printout
Yeah you can use the Page Designer extension for this!
Yeap this is possible, but I think I'd set it up slightly differently
I'd have two tables, "Clients" to hold client information, and a "Charges / Payments" table that would not include the balance details.
Each week I would add a new record to the "Charges / Payments" table, key in the amount that was charged that week, and link that record to the appropriate client record
I would then add a rollup field in the "Clients" table that would sum up the values, showing the balance
When a client makes a payment, I would add a record to the "Charges / Payments" table and key in the amount that was paid, which would cause the balance value in the "Clients" table to update as well
---
re: Printout
Yeah you can use the Page Designer extension for this!
Thanks so much for the info I created a new base and set it up the way you described. The issue I'm having is the weekly amounts due I create a field that says date and then enter the date and charge each week? But it would be different every week for every client so would I need to make 40 or 50 tables for charges one for each client? Thanks for your time and help
Thanks so much for the info I created a new base and set it up the way you described. The issue I'm having is the weekly amounts due I create a field that says date and then enter the date and charge each week? But it would be different every week for every client so would I need to make 40 or 50 tables for charges one for each client? Thanks for your time and help
re: The issue I'm having is the weekly amounts due I create a field that says date and then enter the date and charge each week?
Yeap
---
re: But it would be different every week for every client so would I need to make 40 or 50 tables for charges one for each client?
Nah, just the two tables and you'd link each charge to the appropriate client. You'd end up with one record per week per client. Could you share some screenshots of your setup so I could understand your layout better please?