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You can also select a sales rep ID from the “Sales rep” field. Select the shipping method from the “Ship via” field’s drop-down of choices. In the “Customer PO” field, enter the customer’s purchase order number, if applicable. The “Good thru:” field will display a date that is one month away from the “Date:” field’s value, by default. You can also specify a drop shipment by checking the “Drop Ship” checkbox. You can change the “Ship To:” field by clicking the gray arrow next to that field, and selecting a different shipping address for the customer.
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The “Bill To:” and “Ship To:” fields will display the information for the selected customer. Enter the date that the quote was created into the “Date:” field. If you manually created a quote, and are simply recording it into Sage 50, then enter the quote number you gave to the customer in the “Quote No.” field. If you plan on printing the quote, leave the “Quote No.:” field blank. You must have the customer in your customer list to create a quote for them. To create a quote, select “Tasks| Quotes/Sales Orders| Quotes…” from the Menu Bar to open up the “Quotes” window where you can create a quote to send to a customer that requests one.īegin by entering the ID of the customer or prospect that will be receiving the quote using the “Customer ID:” field. Unlike the sales orders, the amounts entered into invoices actually affect the “accounts receivable.” To view your customer invoices, select “Tasks| Sales/Invoicing…” from the Menu Bar. The “Sales/Invoicing” form, however, is used to enter invoices and/or ship items entered into sales orders. To bring up this window, select “Tasks| Quotes/Sales Orders| Sales Orders…” from the Menu Bar. Using this window, items can be shipped from inventory as they become available. The “Sales Orders” window allows for partial orders to be shipped and backorders to be tracked. Sales Orders are forms used when a customer agrees to buy goods or services that aren’t shipped immediately. You can enter a quote for a customer in the “Quotes” window by selecting “Tasks| Quotes/Sales Orders| Quotes…” from the Menu Bar. They also are very useful, as quotes that the customer accepts can easily be converted into sales orders or sales invoices later. Since they haven’t agreed to purchase anything yet, they are only provided with a quote. In the quote, you can enter pricing information about your goods and services for the customer’s request. When you have a customer request for pricing for a prospective job, you can create a quote. If a customer has multiple overdue invoices, Sage 50 prints the dunning message applicable to the oldest overdue invoice. When you are finished, click the “OK” button to apply your settings.
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You can enter one dunning message for each category listed. On the “Dunning Messages” tab, you can enter dunning messages to print on statements and invoices. You can also decide if the company information will print on the statements and invoices. On the “Statement Print Options” tab, select the options that must be met for a customer to receive a statement. In this window, there are two tabs: “Statement Print Options” and “Dunning Messages.” You should set the default settings used for your customer statements and invoices by choosing “Maintain| Default Information| Statement/Invoices…” from the Menu Bar to open the “Statement/Invoices Defaults” window where you can change these settings before sending customer invoices and statements. In this post, we will discuss setting statement and invoice defaults, quotes, invoices, and other topics related to managing accounts receivable. Sage 50 is a terrific program to learn, as the skills that you learn in Sage 50 can save valuable time and money by automating, organizing and structuring the bookkeeping of your company. Sage 50 is a multi-featured accounting and bookkeeping program that allows you to create invoices, statements, pay your bills, write checks, track inventory, manage your payroll, and perform other accounting and business-related services.