Pre Payment Problem

[stankb]

Hi,

Our company has a lot of orders which are paid at the time of sale. In peachtree you have to enter an Invoice number if you want to enter an order like that. But since we have more than 1 sales representative, and we print orders at the end of the day, we have no way to enter an amount paid at sale. Are we missing something? Is there a way you can do this?

Thanks!
Stanley

[dringstrom]

In Tasks, Sales and Invoicing, you can post the amount received directly to the invoice. You can post the transaction, and leave the invoice number blank. At the end of the day, batch print all of your unprinted invoices and Peachtree will assign invoice numbers at that point.

Hope that helps!

[stankb]

David,

That is what we were trying to do but when you do that you get an error that to associate an amount paid with the invoice you must either specify the invoice number or have one assigned by printing it.

This is what we do:
Tasks, Sales and Invoicing, Amount Paid at Sale we enter an amount and then we try to save it. We get the error mentioned.

Are we still doing something wrong? Or is there any other way to do this?

Thanks!
stanley

[dringstrom]

Ah, I see the problem now. No, unfortunately if you want to apply cash on the spot, then you have to assign an invoice number. The only workaround that I can think of, which is likely questionable, is to post another line on the invoice that has a negative amount coded to Cash. This would result in a grand total of zero for the invoice, but would let you save it without an invoice number.

Otherwise, you'll have to consider setting up a solution outside of Peachtree that will automatically assign invoice numbers to transactions, then import the completed transactions into Peachtree to keep your accounting records up to date.

Hope this helps!

[stankb]

I thought there is no way to do this cleanly and that is a little problem but maybe we find some other way (we have to consider your solution). Thanks Dave!

[Deborah Bean]

For most of my retail clients needing a POS solution, I use the Receipts function. Generally, a customer called CASH is used for all walk-in sales and only those with accounts go through Sales/Invoicing. Now that Peachtree has added the ability to print customized receipts from the Receipts function, this is terrific. Just use the Apply to Revenues tab.