Converting Quotation into sale invoice:

Overview:

Whenever our quotation is approved for sale then you need to prepare sale invoice. Peachtree provide us option to convert quotation into sale invoice which procedure is discussed below.

We perform this task step wise

Step 1:

First you will click on task option and select Quotes/sale orders submenu will open you will select Quotes…

A Quotation window will open which mentioned below.

Step 2:

Now you will click on the open and select the desire customer quotation for conversion purpose.

Step 3:

When desire quotation is open then you will be click on convert icon a window will open which are mentioned in right side here you check or click on sale invoice and press ok.

Note: After click on Peachtree warn about customer credit limit which can be change from customer default information.

Step 4:

Peachtree will give us option about print you can avail print option.

Converting Sale invoice to shipping

Overview:

When ever our sale are shipped then we have to record these transactions for this following step should be taken which mentioned below

Note: For this process there must be sale order of particular customer.

Step 1:

First you will click on sale invoice option from maintain bar.

Step 2:

A window will appear which has to main tabs

1)      Apply to sales order

2)      Apply to sales

Now here you will select first customer ID from customer ID bar.

Apply to sale order

After selecting ID ‘Apply to sales’ tab will be edited here you will select sale order no from <No So Select> .

After selecting the invoice no following change has be occur mentioned below window.

Step 3:

Shipped Amount:

In shipped amount you will type the amount which you sale against sale order.

Apply to sales:

In this tab you will write the any extra sale item and amount which is not written in sale order of particular customer.