Complete Filemaker Invoice database

A complete course to creating your own Filemaker Database system from scratch to automate your company's paperwork.
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718 students enrolled
Instructed by Guy Stevens Development / Databases
$40
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  • Lectures 28
  • Contents Video: 5 hours
  • Skill Level All Levels
  • Languages English
  • Includes Lifetime access
    30 day money back guarantee!
    Available on iOS and Android
    Certificate of Completion
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About This Course

Published 3/2015 English

Course 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.

What are the 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.

What am I going to get from this course?

  • 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.

What 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.

What you get with this course?

Not for you? No problem.
30 day money back guarantee.

Forever yours.
Lifetime access.

Learn on the go.
Desktop, iOS and Android.

Get rewarded.
Certificate of completion.

Curriculum

Section 1: Introduction
02:03

Let's have a look at our finished file.

07:45

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

Section 2: Products
14:57

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

04:52

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

03:46

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

09:01

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

Section 3: Invoices
11:37

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

17:38

We will create a layout with multiple tabs.

15:19

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

06:20

Here we can track payments and find overdue invoices.

06:23

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

16:29

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

11:00

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

Invoice Product List part 2
13:19
18:01

We need to be able to print our invoice.

15:48

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

12:31

A list to see the invoices sorted by type.

15:31

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

Section 4: Inventory
15:26

Where we note the products we buy from our suppliers.

16:15

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

11:54

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

12:44

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

18:47

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

02:45

The print layout is different from the screen layout.

06:39

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

10:56

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

07:39

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

03:05

Where we look back at what we have done.

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Instructor Biography

Guy Stevens, 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.

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