I need an access database designed which will store customer (tennis student) details (So name, address, dob, phone numbers, email, type of lesson, coach name, day of lesson, etc), provide invoicing via email and keep track of payments made.
I do not want to have to create each invoice individually, it should be created based on the type of lesson and the number of weeks in the term. The invoice will refer to any outstanding balances from previous terms.
MS Access Database for Tennis Coaching Business
Background: I run a small tennis coaching business. I need a database which will handle email invoicing, customer payment details and customer information. The year is divided into 4 terms with an invoice being sent to every student at the start of each term. The invoice amount varies depending on the type of lesson and how many weeks in that particular term (can vary from day to day if there are public holidays).
• Store personal details relating of students (phone, address, dob, email, etc)
• Store details of their current class (type, day, time and coach) as well as classes for previous terms.
• Record personal details of coaching staff (name, phone, email, etc).
• Produce and email invoices (which can be sent as a batch… not having to click send for each invoice)
• Record amount and type of payment (cash, direct deposit, cheque) as well as total account balance
• Be able to send invoices for outstanding account balances (again, sent as a batch)
• Capacity to specify discount on any individual invoice
• The commercial product I used previously had the capacity to send sms messages to students (I could specify “all students”, “students with lessons on a Monday”, etc. This was done through smsglobal with whom I have an account. (http://www.smsglobal.com/en-au/technology/developers.php) . It would be good to have this capability.
• Same concept as above but with email messages instead. (Say if I want to send a reminder about the start of a new term to all students).
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