How to prepare sales invoice in peachtree

How to prepare sales invoices on Peachtree

In Peachtree we can create sales invoices for our customers. It helps us to record data for ledger, in maintaining customer records and for inventory account also.

For this purpose we click on “Task” on the top menu bar and select the option of “Sales Invoice’.

Following picture helps you to get on sales invoice.

When you click on the sales invoice we you will see the following window will display on your screen.

Above window contains following information.

·         Customer ID

In this window you will find the customer you maintain in the your company and for this purpose you select the customer you are going to sale.

·         Date

Date on which you are preparing the invoice

·         Invoice #

Invoice # given on the serial maintain by the company.

·         Term if any related to the discount

·         Quantity

Quantity to the item you are selling on sale order  is provided in this window

·         Item ID

In this tab we insert the item id that we are selling in this window

·         Description

The Item name or description of the item is automatically written in this column.

We can also convert our quotes in to sales invoice. The process is as follows

When we prepare a quotes and its is converted into the sales invoice.