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Subject Author Date
Peachtree Editing Receipt BarrettSun 01-27-2008
Posted by BarrettSun on January 27, 2008, 11:00 am
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Could anyone suggest how to edit a receipt?
I am using Peachtree First Accounting 2008.

I have been generating sample receipts by:
1) Opening "Customers and Sales" icon
2) Clicking "Receive Money" icon
3) Selecting "Receive Money from Customer" option
4) Entering data about donations received
5) Clicking the Receipt window's "Print" icon

This prints some information about the "customer" and the transaction,
but nothing about my organization (we are a young nonprofit; I am the
brand new treasurer). I would like to:

1. Change the field label "Customer Name" to "Donor Name"
2. Add information identifying for the recipient that the receipt
comes from our organization ("Yessera", our address,
"www.yessera.org")
3. If possible, add a brief notation explaining that the receipt
covers all donations by the donor for 2007, and thanking the donor for
his/her support.

Thank you for any suggestions.

Barrett Sundberg

Posted by Diane Koers on January 28, 2008, 11:03 pm
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Your options in First Accounting are extremely limited when it comes to
Forms Design. The higher versions allow you to add, delete and modify
fields, but not the First Accounting.
--
Diane Koers
Peachtree certified consultant
www.thepeachtreelady.com
Co-author Peachtree for Dummies

> Could anyone suggest how to edit a receipt?
> I am using Peachtree First Accounting 2008.
>
> I have been generating sample receipts by:
> 1) Opening "Customers and Sales" icon
> 2) Clicking "Receive Money" icon
> 3) Selecting "Receive Money from Customer" option
> 4) Entering data about donations received
> 5) Clicking the Receipt window's "Print" icon
>
> This prints some information about the "customer" and the transaction,
> but nothing about my organization (we are a young nonprofit; I am the
> brand new treasurer). I would like to:
>
> 1. Change the field label "Customer Name" to "Donor Name"
> 2. Add information identifying for the recipient that the receipt
> comes from our organization ("Yessera", our address,
> "www.yessera.org")
> 3. If possible, add a brief notation explaining that the receipt
> covers all donations by the donor for 2007, and thanking the donor for
> his/her support.
>
> Thank you for any suggestions.
>
> Barrett Sundberg



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