We met up and talked about invoices, invoice line items, tables, joins, and data connections. Pretty deep conversation at a techy level. They are going to do some testing on smaller datasets to make sure that they are getting the raw data that they need. Once we validate that, we will go to the next step. As a back-up, they may need us to produce some custom exports and data dumps to help load their outside remote database (extra database for analytics). Working through the process.

As part of the meeting, we did some explaining, drawing, training, and light mapping. I sent them copies of two of the existing methods that we use calculate invoice line totals and sales and profit reports. Hopefully, that will help.