Invoicing indivdual AyaNova service workorders via PTI into PeachTree

<< Click to Display Table of Contents >>

Navigation:  Invoicing >

Invoicing indivdual AyaNova service workorders via PTI into PeachTree

If you have a number of service workorders ready for invoicing that are all for the same client, you can have PTI have PeachTree invoice each service workorder individually by selecting the specific workorder to be invoiced.

 

 

1. PTI lists by the client. In the screenshot below we have service workorders ready to be invoiced for three different clients.

 

readytoinvoice1

 

2. You can expand to see what workorders are for each client by select the plus beside each client name <note how the plus image turns to a minus image when you select it to show it is expanded>

 

readytoinvoice2

 

 

3. To invoice a specific AyaNova service workorder into one PeachTree invoice

 

a. Select the object indicator (the square to the left of the workorder row if multiple workorders are listed - or if the client has only one workorder, you can select the object indicator to the left of the client name)

 

readytoinvoice3

 

b. Now either right-click and select Invoice selected items to PeachTree

 

readytoinvoice4

c. Or with that object indicator selected, select the menu Invoices -> Invoice selected items to PeachTree

 

readytoinvoice5

 

4. Once a service workorder has been invoiced, it no longer displays in the list and you can continue invoicing individually or multiple service workorders for the same client.

 

readytoinvoice6

 

 

Do be aware because of the PeachTree invoice space limitations, your descriptive text may cause the invoice to span many pages.