Invoice Tracking Template

This topic contains 12 replies, has 7 voices, and was last updated by  Heath Goodman 1 month, 2 weeks ago.

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  • April 28, 2018 at 11:59 AM #28422

    Simba Nayar
    Participant

    Hello lovely Tap Formers,

    Please can you very kindly share a simple Invoice Tracking template, if you’ve created one? We need them! Huge grateful thanks in advance. Xx

    May 17, 2018 at 12:44 PM #28680

    Brendan
    Keymaster

    I just built a sample one which you can download here. It’s a full database document with 3 forms in it for Tap Forms 5.

    1. Customers
    2. Orders
    3. Products

    The Customers form is linked to the Orders form with a One to Many Link to Form field.

    The Orders form has a Table field within it called Order Items. It’s hooked up to the Products form with matching field names. You can select from the Products form which will copy the record into the Order Items table field matching the field names. You can then type in a Quantity value.

    The Orders form also has 2 custom layouts for Invoices. One is in Letter size format and the other is in A4 print size format. Other than that, the two layouts are identical with some minor adjustments to the positions of the objects.

    Hope you get some good use from it.

    Thanks!

    Brendan

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    June 7, 2018 at 10:02 AM #28989

    Betty
    Participant

    Super helpful. Saved me days of work to have the basics predetermined so I can just focus on the customizing. Thanks so much!!

    August 1, 2018 at 10:35 AM #30170

    David Butler
    Participant

    I really want to see this but it just doesn’t open in Tapforms 5?

    August 4, 2018 at 12:45 AM #30182

    Brendan
    Keymaster

    Hi David,

    You need to download it, then unzip the file. Then you can just double-click on the .tapforms document file. It’s designed for Tap Forms 5.

    Thanks,

    Brendan

    September 25, 2018 at 2:20 PM #30758

    Kimberley Hoffman
    Participant

    Thanks for this. I learned more by copying your examples for my template.
    Regards,
    Kimberley

    December 17, 2018 at 11:09 PM #32764

    Kay Beckham
    Participant

    Hey, thank you very much for this template! With a few modifications, I can make this work very well for me!

    To other readers, on the off-chance you want to open this template on the iOS version of TapForms, you’ll need to unzip it with some kind of unzipping app. Documents by Readdle will let you do it for free (totally unaffiliated with the developers).

    They also have a paid app called GoodReader that lets you unzip files, but on that app, the file will appear as a folder. Long-press the unzipped folder and open in TapNotes.

    December 18, 2018 at 2:39 PM #32786

    Brendan
    Keymaster

    @Kay, you can also copy it to Tap Forms and then it should appear in the Backup & Restore screen in the Tools area. You can then tap on it and then tap on the Restore button. That’ll unzip it within Tap Forms too.

    April 9, 2019 at 8:59 AM #34363

    Heath Goodman
    Participant

    Hi Brendan- The invoice tracking template is a great start. I was just wondering how I could turn it into like a shopping cart/estimate/invoice function to tweak it so that when we go into Order Items that we can have either a button or (autofill feature) to choose from the products table any product to auto populate the form with the correct corresponding product info, i.e., product name, description and price, whether taxable, (and able to order the same product if needed, essentially another line item of the same product with perhaps different quantities entered) which then updates totals- essentially I wanted to turn your invoice template into a shopping cart/Invoice/Estimate functionality. Is Tapforms capable of this? Thanks.

    April 9, 2019 at 10:34 AM #34365

    Brendan
    Keymaster

    Hi Heath,

    The way the Order Items work is that it’s a Table field. There’s a Checkmark button beneath it that lets you select from the Products form. Tap Forms will insert a record a copy the values from the Product form into the Order Items record. So in this way, you can get what you want with the same product listed multiple times but with different quantities. It’s already designed to work that way. Now if it were a Link to Form field it wouldn’t work that way because a Link to Form field would have a reference to the Product so you couldn’t have different quantities for the same Product.

    Give it a try and see if it works the way I described.

    Thanks!

    Brendan

    April 9, 2019 at 6:43 PM #34368

    Heath Goodman
    Participant

    Hey Brendan, my friend- Thank so much for your fast reply- and that’s how I thought you had originally described the “invoices.tapform.zip” file to work so I downloaded the file- except one thing- the copy I downloaded (several times) from the link you provided has no “check mark” at or near the Order Items table field to allow me to insert the product values like you say it functions. Am I missing something? I am using Tapforms Version 5.2.5 (Build 881).
    I have attached a pic of how the orders item looks to me when I open Tapforms. Thanks.

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    April 9, 2019 at 10:29 PM #34370

    Brendan
    Keymaster

    Hi Heath,

    Ah I see. Any particular reason for using an older version? Tap Forms 5.3.6 is the latest version. You’ll need that one to make it work right.

    Thanks,

    Brendan

    April 10, 2019 at 7:04 AM #34382

    Heath Goodman
    Participant

    Got it! Didn’t realize there was an update- works great bro. I Love Tapforms by the way! Thanks!

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