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Posted by Diane Koers on November 9, 2007, 10:27 am
Please log in for more thread options 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.
--
Diane Koers
Peachtree certified consultant
www.thepeachtreelady.com
Co-author Peachtree for Dummies
>
> Peachtree First Accounting 2006 sr-4
>
>
>
>
>> 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.
>>
>> --
>> Diane Koers
>> Peachtree certified consultantwww.thepeachtreelady.com
>> Co-author Peachtree for Dummies
>>
>>
>>
>>
>>
>> >I had assumed they would be the same.
>>
>> > Thanks
>>
>> > Ed
>>
>> >> 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?
>>
>> >> --
>> >> Diane Koers
>> >> Peachtree certified consultantwww.thepeachtreelady.com
>> >> Co-author Peachtree for Dummies
>>
>>
>>
>> >> >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
>>
>> >> >> > wrote:
>> >> >> >> 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 -- Hide quoted text -
>>
>> >> - Show quoted text -- Hide quoted text -
>>
>> - Show quoted text -
>
>
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