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Subject Author Date
editing invoice Peachtree 2006 Ed 11-07-2007
Posted by Ed on November 7, 2007, 3:06 pm
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 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


Posted by Diane Koers on November 7, 2007, 5:41 pm
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 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.
--
Diane Koers
Peachtree certified consultant
www.thepeachtreelady.com
Co-author Peachtree for Dummies


>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
>



Posted by Ed on November 8, 2007, 9:45 am
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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




> 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.
> --
> Diane Koers
> Peachtree certified consultantwww.thepeachtreelady.com
> Co-author Peachtree for Dummies
>
>
>
>
>
> >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- Hide quoted text -
>
> - Show quoted text -



Posted by Diane Koers on November 8, 2007, 4:00 pm
Please log in for more thread options
On the form, in the Design mode, click on the item you don't want and press
the Delete key.

--
Diane Koers
Peachtree certified consultant
www.thepeachtreelady.com
Co-author Peachtree for Dummies


> 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
>
>
>
>
>> 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.
>> --
>> Diane Koers
>> Peachtree certified consultantwww.thepeachtreelady.com
>> Co-author Peachtree for Dummies
>>
>>
>>
>>
>>
>> >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- Hide quoted text -
>>
>> - Show quoted text -
>
>



Posted by Ed on November 8, 2007, 4:09 pm
Please log in for more thread options
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


> On the form, in the Design mode, click on the item you don't want and press
> the Delete key.
>
> --
> Diane Koers
> Peachtree certified consultantwww.thepeachtreelady.com
> Co-author Peachtree for Dummies
>
>
>
>
>
> > 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
>
> >> 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.
> >> --
> >> Diane Koers
> >> Peachtree certified consultantwww.thepeachtreelady.com
> >> Co-author Peachtree for Dummies
>
>
>
> >> >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- Hide quoted text -
>
> >> - Show quoted text -- Hide quoted text -
>
> - Show quoted text -



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