PeachTree Accounting Training

Accounts Receivable in Peachtree

Sending an Invoice

To send an invoice, you must first enter a new invoice by choosing “Customers & Sales” from the menu on the left side of the screen and then “Sales Invoices” in the “Customers & Sales” pane.  Select <New Invoice> from the dropdown menu and enter the information.  When you are finished, click “Save” in the upper left side of the screen just under the primary menu.

To print invoices, choose “Customer Statements” in the “Customers & Sales” pane.  Select <Print Customer Statements> from the dropdown menu.  Under “Form Types,” choose “Invoices and Packing Slips.”  You may either <Preview and Print> or <Customize> by choosing one of the options in the bottom center of the screen.

To edit an existing invoice:

Choose <View and Edit Invoices> from the dropdown menu under “Sales Invoices.”  To alter the table view, select <Settings> from toolbar at the top of the screen.  You will then be able to add and remove fields from the table.  To edit an invoice, locate the invoice you wish to edit by scrolling through the table or searching for it using the customer name or id.  Click <Open> on the toolbar at the top of the screen.

Add a line to the existing invoice by clicking <Row> on the toolbar at the top of the screen just under the primary menu.  Then choose <Add> from the dropdown menu.  A blank row will appear at the bottom of the invoice.  To place a new row between existing rows, highlight the row below where you wish to insert the new row, click <Row> and then <Add>.

Delete a row by highlighting the row you wish to delete, selecting <Row> from the toolbar at the top of the screen, and then <Remove>.  You will not be asked to verify that you wish to remove the highlighted row, so be sure that you’ve selected the correct row to delete.  Note that the remove option remains grayed out until you highlight a row to delete.  It’s also important to note that clicking <Delete> on the toolbar at the top of the screen will erase the entire invoice.  The “Delete” option should ONLY be selected if you wish to delete the invoice in its entirety.

You may also enter events for invoices.

To enter an event for an invoice:

Select <Event> from the toolbar in the upper middle of the screen just under the primary window.  A popup will appear and you will then be able to enter call, letter, or meeting information as well as comments.  When you are finished, click <Save> on the menu bar at the top of the popup or click <Recur> to schedule the event as a recurring one.

It’s possible to revise the invoice view from the existing customer screen by choosing <Layout> from the toolbar at the top screen and then <Customize Purchase Order Layout>.

For repeat invoices, you can also select <Memorize Invoice> from the dropdown menu under “Sales Invoices” and enter the information to be saved.

To set up invoice defaults:

Select <Set Up Invoice Defaults> from the “Sales Invoices” dropdown menu.  You will then be able to select your invoice defaults.  Click <Ok> when you are finished.

To invoice for time and expenses:

Select <Invoice Time and Expenses> under “Sales Invoices.”  You will then be prompted to select filters for type of invoice.  When you are finished, click <Create>.  A popup will inform you that your invoice(s) has been successfully generated.

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