Auto Update Invoice Balance
We are going to track our AR collection with Quickbase and I want to automatically update the balance for each past due invoice. I have table A with the invoice number and other details and I have co...
Forum Discussion
Have you tried connecting them with a "table to table relationship"? It might be the case were you have to make a "many to many relationship". A many to many relationship is a little more tedious but quickbase university has good example videos for this. Hope this helps.
The Key field need to be Invoice # for the Invoices table.
Now for the Dropbox sync table, will there be multiple entries for the same Invoice# or just 1. If just 1 , then yes, unusual as it seems, you can set the Key field there to be the invoice # as well.
Now for the Dropbox sync table, will there be multiple entries for the same Invoice# or just 1. If just 1 , then yes, unusual as it seems, you can set the Key field there to be the invoice # as well.