Build-On Tutorial:

Invoicing

Job Tracking Template: Invoicing

Wrap-Up

Congratulations!

Your team can now bill the time they work, by gathering time entries onto invoices and sending those invoices to clients.

What’s next?

You have included some business rules in this Build-On. However, the rules included in these lessons may be different from your own. Consider whether you would like to add or remove rules from the feature. Perhaps you want to automatically update the Invoice status when a user clicks the “Email” button, or change the statuses available for invoices. You may want to change the security settings, so only certain users are able to create or edit invoices. Think through your own rules, and apply them to your app.

You may also want to explore supplemental information about the techniques used in this tutorial:

The Replace Field Contents script step >
The Save Records as PDF script step >
The Send Mail script step >

If your team is new to the FileMaker platform, they may benefit from this:

Tips for using FileMaker Pro Advanced >