Business Checks

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 Accounting. 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.