Complete Filemaker Invoice database
4.6 (245 ratings)
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Complete Filemaker Invoice database

A complete course to creating your own Filemaker Database system from scratch to automate your company's paperwork.
Bestselling
4.6 (245 ratings)
Instead of using a simple lifetime average, Udemy calculates a course's star rating by considering a number of different factors such as the number of ratings, the age of ratings, and the likelihood of fraudulent ratings.
1,102 students enrolled
Created by Guy Stevens
Last updated 10/2016
English
Current price: $10 Original price: $40 Discount: 75% off
5 hours left at this price!
30-Day Money-Back Guarantee
Includes:
  • 5 hours on-demand video
  • 2 Supplemental Resources
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
What Will I Learn?
  • Build a complete database system from scratch within Filemaker.
  • Create quotes and invoices for your clients.
  • Manage your Product list and check your stock levels.
  • Track the purchasing of products from your suppliers.
  • Create customized reports for your business meetings
  • Manage your clients and the tasks you need to do for them.
View Curriculum
Requirements
  • No prior knowledge is required to follow this course.
  • There is no need to buy Filemaker. You can simply start with the Demo version and try it out to see if it works for you.
Description

I will show you how to make a complete Filemaker database system for a company. In this case it will be an invoicing solution to make price quotations and invoices. We will be selling products to our customers. We will be buying these products from our suppliers. We will manage our stock and compare our income versus our expenses.

This course is for people who own a small business and can't afford to buy expensive software packages to manage their administration. Who don't want to spend hours each week doing boring, monotonous paperwork that can be automated and be made fun and professional looking.

There is no need for any prior knowledge of database systems because I will show you every step and explain exactly what it is we are doing so anyone can simply follow along.

Who is the target audience?
  • This Filemaker course is for beginners who would like to learn how to create their own custom made Filemaker solutions.
  • For people who like to get their administrative process streamlined and centralized.
  • For people who hate spending hours gathering data for monthly and yearly reports.
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Curriculum For This Course
28 Lectures
05:08:30
+
Introduction
2 Lectures 09:48

Let's have a look at our finished file.

Preview 02:03

If you already have a list of clients you can import it straight into the database.

Importing existing data
07:45
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Products
4 Lectures 32:36

Let's create the products table and add all the fields we are going to need. We will also add some data entry elements.

Preview 14:57

A fun way to change visual attributes depending on values in a field.

Conditional Formatting
04:52

It's possible to store images into our database. But we can also store them in a separate folder.

External Data Storage
03:46

We can organize our products by Category. That way it's easier to find the product you are looking for.

Product List
09:01
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Invoices
12 Lectures 02:39:56

Let's create the invoice table and let's think about all the fields we are going to need.

Invoice table.
11:37

We will create a layout with multiple tabs.

Invoice Layout
17:38

There are many different ways to structure an invoice number. You can make all kinds of combinations with Year or Month.

Invoice Number
15:19

Here we can track payments and find overdue invoices.

Invoice Admin
06:20

This will be the table that contains the products that we put on our invoice.

Invoice Details table
06:23

The invoice detail will be entered through a portal on the layout.

Invoice Details layout
16:29

Add products to your invoice from a list that is sorted by category.

Invoice Product List part 1
11:00

Invoice Product List part 2
13:19

We need to be able to print our invoice.

Making a printable invoice layout
18:01

There are a few actions we need to do to make this all go smoothly.

Making this printable invoice work
15:48

A list to see the invoices sorted by type.

Invoice List Part 1
12:31

We can automate a few finds by creating some scripted buttons on the top of our list.

Invoice List Part 2 - Scripted buttons
15:31
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Inventory
10 Lectures 01:46:10

Where we note the products we buy from our suppliers.

Purchases
15:26

This is a little bit tricky but if we do this right we can calculate our inventory.

Linking the purchases with the Invoice Details
16:15

Now we can calculate how many items we have in stock for each product.

Stock Calculations
11:54

Let's find a way to easily find all the products that need to be re-ordered.

Stock Calculations Part 2 - Re-Order amount
12:44

We can create reports to see our income per year and per month.

Income reports
18:47

The print layout is different from the screen layout.

Printing the Income Reports
02:45

With a chart you can more easily see the evolution of your sales and expenses. Here we compare the different months of the year.

Charts or Graphs for a more visual report
06:39

Let's find out what our most popular products are.

Product Report
10:56

When we get a client on the phone it can sometimes be handy to have their Invoice history handy on their contact layout.

Client History
07:39

Where we look back at what we have done.

Conclusion
03:05
About the Instructor
Guy Stevens
4.6 Average rating
1,039 Reviews
8,132 Students
5 Courses
Filemaker freak

For years I was trying to figure out a good system that would be flexible and allow me to do some proper invoicing and stock management. After years of messing around with Excel files I finally had had enough and went looking. I found Filemaker and discovered a great tool that was packed with great functionality. I dove right in, started to learn everything I could. What started as a simple invoicing database became two and I was always looking to add more and more. I kept running into problems which forced me to find solutions and slowly I started to get to know Filemaker like the back of my hand. Now years later I have taught loads of people how to work with Filemaker and how to solve difficult problems. I have created very complex setups which have taught me everything I need to know about Filemaker.