Build-On Tutorial:

Invoicing

Job Tracking Template: Invoicing

Overview

Tutorial summary

This Build-On expands your app so your team can collect billable time entries on an invoice, then send that invoice to your client in an email. You will include some business rules, such as: users can't add a time entry to an invoice if it has already been invoiced, and users can't change the invoice if it has already been sent to the client.

What to expect

When you’re done with this Build-On, your team will be able to:

  • Note a different billable rate for each employee, and include that rate in time entries and invoices
  • Choose from uninvoiced time entries to add them to an invoice
  • Add or remove time entries from an invoice, as long as the invoice has not been sent
  • Create a PDF of the invoice to email
  • Print the invoice to mail
  • View a list of unpaid invoices, so they know what to follow up on

Getting started

You will need a few elements before you begin this tutorial.

1. FileMaker Pro Advanced

You will use FileMaker Pro Advanced on your desktop to do all of the work in these tutorials. This is used both for development and to access your FileMaker app on the desktop.

If you don’t have a copy, you can download a free trial.

Download FileMaker Pro Advanced

2. Job Tracking Template core file

Before you begin, download the Job Tracking template core file. If you have already made adjustments to it, either on your own or from another Build-On, make sure to save a copy as a back-up before beginning this tutorial.

When you’re ready to begin, open the file on your desktop with FileMaker Pro Advanced, then you can walk through each lesson, step by step.

Download core file

Begin Tutorial