How do I make an Invoice and assign it to a particular job?
After you have sent an invoice to the client you need to enter it into Peachtree. When you enter the invoice you are going to assign each invoice to a particular job. When you record the invoice the total amount of the invoice is going to increase your sales account and also increase Accounts Receivable.
1. Under Tasks, open Sales/Invoices.
2. Enter the Customer ID in the Customer ID field. If the customer is already set up, you can click the magnifying glass and double-click on the customer you want to enter. If the customer is not already set up, you can click the magnifying glass and click New Records at the bottom of the field that opens. If setting up a customer follow the same steps in setting up customers.
3. Enter the invoice number in the Invoice # field.
4. Enter the date of the invoice in the Date field.
5. Enter the Item in the Item field. (Select Service)
6. Enter a description of the service in the Description field (optional).
7. Fill in the Unit Price, Amount, and Job, fields.
8. Click Post to save the information and clear the screen for a new invoice entry.
9. If you are done entering invoices, click Close.

What's new in Peachtree 2006?

1. Peachtree will now warn you when a duplicate reference number is being used on a quote, invoice, credit memo or purchase order.
2. Peachtree will automatically fill in key fields based on past entries and store info in drop down menus for future use.
3. The new Internal Accounting Review looks for suspicious transactions and common accounting mistakes such as duplicate transactions and cash receipts that do not debit the correct General Ledger cash account.

How can I make Peachtree run faster?

1. Make sure your computer meets the minimum specifications for your version of Peachtree.
2. Delete unneeded data from closed financial years.
3. Turn off Smart Data Entry options (under Options > Global)
4. Turn off Recalculate Cash Balance Automatically (under Options > Global)
5. Close other programs that are running.
6. Make sure you have at least 100 MB of free hard drive space.

How do I email quotes, invoices, sales orders, receipts, credit memos, purchase orders and customer statements?
These options are available in most Peachtree packages since 2004.

To set up defaults for Customers and Vendors:
1. Go to Maintain Customers, select a customer from the Customer ID drop down, and then choose the Sales Default tab.

2. In the “Form Delivery Options” select “E-mail” for the Delivery Method. (NOTE: For Vendors, select the appropriate Vendor, choose the Purchase Defaults Tab. In the “Form Delivery Options” select “E-mail” for the Delivery Method.)

To E-mail forms:
3. When printing through Reports, select the form you want to E-mail and click the Preview toolbar button.

Example: If you want to email customer invoices, go to Reports, Accounts Receivable. Look for the Invoices/Pkg. Slips folder in the Report List. Open the folder, and then select invoice form you would like to Email. Hit the Preview button on the above toolbar. Select your desired criteria on the Filter** tab, and then select the E-mail tab. Under the Actions section, you may choose to both send an E-mail and also print a paper duplicate or only send an E-mail. Choose the option you want and Click OK.

The form will appear on the screen for you to preview (clicking Preview allows you to view the information going into your email before you send). Once you have reviewed the information, click the Print button and your e-mail window will appear with the form attached. At this point you can change who the e-mail is addressed to, the subject or the message text.

If you don’t want to preview each e-mail before it is sent, double click on the form from the report selector (i.e. Statements, Invoices etc.) and Peachtree will open the “Select a Printer” screen. Click OK, and your e-mail will launch with the form attached.

*Works with Microsoft Outlook Express®, Outlook® Express and other MAPI-compliant e-mail programs.

**The filter criteria you select will largely depend on whether the transactions you are emailing have already been numbered. If the transactions are numbered, they are considered printed. Then you must determine if you intend to email all numbered invoices or choose from a range using the filter criteria within that screen. Alternately you may choose to print all unprinted items and this will simply print out any related transaction that has not yet been posted or printed with a (I.E. check or invoice) reference number.

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