Generate Customer Quotes
Quickly and easily provide your customers with estimates for their
orders by printing quotes! Your quote does not actually update your
accounting information until the quote is converted to a sales order or
New! Exclusive to Peachtree Premium
Better manage your cash flow with Progress Billing. Bill your customers
during the job cycle calculated on either of the following milestones: a
percentage based on the total estimated job revenue, percentage completed
or percentage based on the job proposal. Peachtree will now allow you to
create invoices based on the job's current progress.
Create and Track Sales Orders and Back Orders
Track your sales from order to invoice. Easily enter orders and track
partial shipments, and always know what is on backorder with the onscreen
"Out of Stock" warning or review the Sales Order Report. Plus,
make sure you accurately fulfill your shipments by using the Pick List
Track Your Payment Statuses
Instantly know which purchases or invoices are paid in full, partially
paid, past due or unpaid so you can easily stay on top of who owes you and
who you owe. Plus, use payment status tracking to view partial payment
information and net due for any invoice.
Use statements for billing your customers with detail from invoices,
credit memos and payments automatically printed on the statements.
Track each invoice until it's paid, even drill down to the detail in
one click, and see how your receipts affect your balance. You also have
the ability to print receipts detailing items sold and payments received
upon recording Time of Sale payments.
Easily Void Invoices
Voiding invoices is as easy as voiding checks! Voiding an invoice
reverses out the transaction instead of deleting it. It will automatically
update your balances and aging reports, while keeping an audit trail of
the original transaction.
Easily create Credit Memos for your customers by linking to outstanding
invoices. Just choose the invoice to apply to, record the amount returned
and you're done! You can even track Return Authorization numbers.