July 10, 2006
Let's suppose that you are using Peachtree for your accounting but have another program for generating invoices. This might be because your business has complicated customer needs.
For example, you might be a doctor, dentist, or water testing lab. You may have industry specific software that handles special needs related to your customers such as: service contracts, annual checkups, special discounts, results of lab tests, etc.
Your specialized software may do several things all in one step. It may, for example, record the results of an annual checkup and generate an invoice all at the same time.
Once you've setup and are running the special software, you need to consider how to get the invoice information that is being generated into Peachtree. If the invoicing software is Peachtree compatible it means that you'll be able to easily import the data. Use Peachtree's File/Import command.
If the invoicing program is NOT Peachtree compatible, then you'll need to either enter the invoices manually into Peachtree, or send the data to a spread sheet where it can be manipulated into a format that is compatible with Peachtree.