Monthly subscription with outstanding balances

[Kumi]

I am making my very first database for a club in Access 2007. I already have
a membership table consisting of four categories. I need to capture (1) an
initial joining fee (2) monthly subscriptions, which are dependent on the
category and (3) show balance figures where fees are outstanding.
I am at a loss as to how to go about this and have seen the valuable help
offered on your site, for which I am very grateful.

 

[Daryl S]

Kumi -

To keep this simple, I would recommend adding a table of payments. This
table would have the following fields:
MemberID (whatever your key value is from the membership table)
PmtDescription (e.g. Joining Fee, Subscription, etc.)
PmtAmount (payment amounts)
PmtDueDate (date field for when the payment is due
PmtDate (date field for when the payment was made
PmtNotes (maybe to hold a check number or to indicate payments was cash or
credit card...)

From this table you will be able to tell any outstanding balances (sum the
PmtAmount field for records without PmtDates) for any / all members.