PEACHTREE -- Sales / Invoicing

Sales / Invoicing

Here we click on “Sales/Invoicing” in ‘Task’ menu of menu bar.

As we click on “Sales/Invoicing” in ‘Task’ menu of menu bar, the following default window will appear:

The above window contains two tabs:

Ø Apply to Sales Order.

Ø Apply to Sales.

As we will select the customer’s ID, if there is any sales order issued to that customer than the tab “Apply to sales order” will also be enabled. Otherwise only the tab above displayed tab of “Apply to sales” will be enabled.

Now as we select a customer id for which sales order has been made. Then tab will be shifted to ‘Apply to sales order’ and sales order detail menu is also shown.

Now in above window we select a respective sales order number from this menu. The details will be shown of sales order:

In these details we can alter shipping units/items. Those are to be actually sold.

We have to enter following detail:

Ø  Invoice no.

Ø  Date: (The date on which sales / Invoice detail was prepared in books.)

Ø  Ship Date: (That date is entered on which goods are to ship.)

Ø  Sales Rep: (Person who will perform this activity)

Ø  Terms: (Discount rate and conditions are entered)

After entering all above information we click on ‘Save’.

Convert Quote to Sales Invoice

In this method first we have to make quotations. And then we directly convert quotations into sales invoice.

After making quotations we click on ‘OPEN’ button in Quotation window. And select a quotation which is to be converted into sales invoice.

Now we click on ‘CONVERT‘ button and we select an option of Sales/Invoice. After selecting it we enter invoice number and then press “OK”. Now quotation has been converted into Sales/Invoicing.