Create and modify customer invoices in Peachtree:
To create and modify customer invoices in Peachtree, we must press the “Sales invoices” box. By pressing the box, the following choices will appear: “New Sales Invoices”, and “View and Edit Sales Invoices”.
To create new invoices we do the following:
“New Sales Invoice” : We choosing this option the window to create new invoices will appear. We select the customer in the upper-left side of the window, in “Customer ID”. We define the shipping address in “Ship to” , in case this addres is different from the mailing address. The invoice number will be assigned automatically by Peachtree, when it is printed or e-mailed. In the middle of the window a couple of boxes will appear; these are: “Customer PO” , Ship Via , “Ship date”, “Terms” y “Sales Rep”. All this windows are automatically filled out according to the parameters defined when we created or modified the customer, with the exception of “Customer PO”. Righ below this boxes, we will notice two tabs: “Apply to Sales orders” , and “Apply to Sales”; in the first one we choose the existing Sales order, if any; otherwise, we choose “Apply to sales”. After all these boxes are filled out, we proceed to write the information of the invoice itself regarding quantity, product and description(it comes directly from the product we choose), unit price, total amount, and below it, in the same colum, the sales tax. All these inflrmation is filled automatically when we choose an existing sales order. Thiese boxes are going to be filled out and will appear in the following order: “Quantity”, “Item”, “Descripction”, “Unit Price”, “Amount” and “Sales Tax”(this one will be looked for in the drop-down list right next to it.
To edit or modify existing customer invoices, we press the “Sales Invoices” box, and look for the option “View and edit sales invoices”. By choosing that option, a list of existing invoices will appear, we double-click on the invoice to be modified, and the original invoice will appear, off course, with all the information filled out. We, then, proceed to change the necessary information and save it.