I am trying to make PT more suitable to my business, I do no shipping nor do I sell products. I would like to remove the shipping references in invoices. I read somewhere you can edit in templates, I dont seem to have that on the menu. Can anyone suggest a fix for this ?
Thank you in advance
EM
Modifying the template only removes the fields from your data entry screen. It has no effect on your printed invoices. If you are using Peachtree First Accounting, it does not support using Templates. If you are using any flavor other than Peachtree First Accounting, a Templates button appears at the top of the Sales/Invoicing screen beside the other buttons such as Save or Open.
If you want to modify the printed invoice appearance, you can do that no matter which Peachtree flavor you use. You do that under Reports>Accounts Receivable. Click the Invoices folder and click once on the invoice form you want to modify. Then click the Design button and make and save any desired changes.
Thank you, I am trying that, But I am not able to get rid of "ship to" "sale rep" etc that are in bold. I can view the properties for them and change the font size but I cannot make them go away.
Thank you
Ed
On the form, in the Design mode, click on the item you don't want and press the Delete key.
I tried that several times. nothing happens. I noticed there are several invoices types in the list, I have been trying the invoice listed on the top. I dont know which particular one comes up when I go to TASKS/ SALES- INVOICING to create a invoice for a client.
Thank you.
EM
Ed are you trying to change the way the screen looks when you go to Tasks>Sales/Invoicing or are you trying to change the way the invoice actually prints out?
I had assumed they would be the same.
Thanks
Ed
They are not. They are completely independent of each other. What Peachtree flavor are you using? Is it Peachtree First Accounting, Peachtree Accounting, Peachtree Complete Accounting or Peachtree Premium Accounting. It should say when you first bring up Peachtree or you can go to Help>About Peachtree.
Peachtree First Accounting 2006 sr-4
OK. In your version you cannot modify what you see on the screen when you go to Tasks>Sales/Invoicing. That is called modifying the Template and is available in every other flavor except "First" Accounting.
You can modify the printed version by going into the Design mode as I mentioned earlier.
Just my luck, I dont suppose there are any addon software that will enable it is there ?
Ed
No the only think you could do is find a copy of Peachtree Accounting 2006. Perhaps on ebay or something....
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