There are several similar features in Peachtree that allow you to turn one transaction into multiple transactions: recurring transactions, memorized transactions, the new copy transactions, and the subject of today’s tip – broadcast invoices. Broadcast Invoices, unlike the others, is only available for sales invoices. And it has one very specific, but powerful purpose. It allows you to send identical invoices, such as dues or maintenance agreements, to multiple customers while only entering it once.

To broadcast an invoice, open the Sales/Invoicing window and enter the invoice exactly the way you want it to appear. You can leave the Customer ID and Invoice No fields blank. Next, click the Broadcast button that is at the top of the window. If you are using Peachtree 2012, you will click the down-arrow next to the Copy button and choose Send to multiple customers. A screen will then appear letting you set a filter to begin selecting the group of customers that the invoice will be sent to. You can filter on:

• Customer ID
• Customer Name
• Active/Inactive
• Customers/Prospects
• Zip Code
• Type
• Delivery Method (print or email)
• Sales Rep
• Custom Fields 1 – 5

After setting your selection criteria, click the OK button. A new window will appear listing all of the customers that match your criteria. You can uncheck customers in the list to remove them from the selection if you want. Customers on credit hold will appear in the list but are automatically unselected. When you are satisfied with your selection, click Create. When Peachtree is done creating the invoices you will have 3 choices: View Summary which displays an invoice register listing the invoices you just created; Print Invoices lets you print the invoices as a batch; or Close. If you close without printing the invoices are still saved. So you can print them later the same way you print other invoices. That would also give you the opportunity to edit individual invoices before printing/emailing them if you wanted to.

Broadcast Invoices is available in version 2008 and later of Peachtree Premium and Quantum.

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