Sale Invoice

 You can use the Sales/Invoicing window to enter invoices for customers. All entries made here are posted to General Ledger, customer records, and possibly job and inventory records. Sale invoice means the goods which are send to the customer, who purchases this from us. So it means the sale order we make in sale order we send these goods to the customer. So for invoice go to task menu, open the list of tasks and select the option sales invoice. As shown in the below picture:

When you will select this option the sales invoice’s window will open.

This window also have the almost look like sale order and sale quotation but there is a slight difference in it. If selling goods to a customer, who’s sale order is not be made or his sale order will be made before our use of Peachtree software. So we can make sales to customer whose order was not be made by us. First we select the customer where the customer ID has been asking from us. So select the customer from our customers list.  Then we have to select the date when we are selling our goods to our customer and then invoice number we must have to given to this sale. Then give the address at which goods are sending or the address of the customer so in case of any problem it will be helpful for both the parties. There is an option of Customer PO in which purchase order is written which is the purchase order number of the customer. If you are on to the tab APPLY TO SALES it means you are making a sale to a customer against which no sale order or sale quotation has been recorded. It means you are making sales to our customer but it is direct sales and without any sale order. So first write the quantity and then item. When select the item in item column the name of the item will be automatically shown in the description column. Then write the unit price of the product, the total amount will be calculated automatically and shown in the amount column.

Now if you are making an invoice on the previous sales order then as you will select the customer the tab “apply to purchases” will shift to “apply to sales order” automatically. Select the SO number against which you are invoicing your customer. The list of the items will appear automatically.

Click the save button to save your data.