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Client Payment History
I need to know how to use either Excel or Access to do something that will give me this functionality or something as similar to it as possible:
-An "Input Form, Table, or Program" (known hereafter as "Input Form") where I can type in the payment transactions for the day and it will then take that information to the respective "Client Payment History Form" (using the file number assigned to each client as reference), where it will get organized by date. -The "Client Payment History Form" should include basic information on the client (file number, client name, phone number(s), billing address) as well as the payment history by date which will be input via the "Input Form". -In the event that a relationship like this ("Input Form" + "Client Payment History Form") is not possible, having a "Client Payment History Form" with all the necessary information that allows me to manually input the payment transactions, adding rows as needed, is perfectly acceptable to my needs. -I need to be able to create new "Client Payment History Forms" as I get new clients and be able to input their payment history via the "Input Form". I am a Beginner/Intermediate Excel user and I have no idea how to use Access but I'm willing to learn. Absolutely any kind of help will be useful and appreciated since I really have no idea on how to go about doing something like this or if it can even be done with any of the Office programs. Many Thanks in advance. PS: I am not necessarily asking for someone to do this for me. However, I would like to know if there are any similar templates I could download and then modify to my needs or, preferably, learn and understand how I could do this myself. |
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