How we maintain the sale invoicing and receipts?

How we maintain the sale invoicing and receipts?

After opening our company in peach tree software and in this go to the tasks menu then shows this window

In this we click on the sales invoicing then show this window

In this window we select the customer and do the date and write the invoice no and then select the sale order no then show this window

In this we write the hipped quantity and then show this window

After doing this we save this.

Receipts:

In tasks menu click on the receipts then show this window

In this we select the customer  and the receipt no and then show this window

After this we save this.

How we set the default information?

How we set the default information?

After opening the Peachtree software we open our company and then go to the maintain menu and in maintain menu select the default information then show this window

In this window select the customer and then show this window

This window is for default setting and in this window we do the changes according to our requirements

In this window first head is the payment terms, and in payment terms head further heads are these...

C.D.O means cash on delivery and if we lick on this then show this window

In this window we do the changes according to our requirements

After doing this we select the next that is prepaid mean receive the amount advance.

Then next is due in number of days mean in how much days are due for payments,

Next is due on day of next month in after doing the changes then show this window

After doing this next is due at end of month and next is GL Sales Account and Discount GL Account and if these accounts are not then we add these accounts.

After doing the changes the next icon is Account Aging and clicking on this then show this window

In which we fill the all columns and set the dates. Remember first check the due and invoice date.

In which we fill the all columns and enters the all requirements.

Next we go to the finance charges and set the all columns according to their requirements

In which set the due days and discount rate and then minimum finance charges.

How to maintain the vendors?

How to maintain the vendors?

First we go to the Peach tree software and in Peach tree we open our existing company and click on the maintain menu and then show this window

In this we click on vendors and then show this window

In this window we write the information related to the vender

Like vendor id, name and contract information e+

Tc.like this window

After writing the information we save this

In this maintain vender the next head is purchase defaults when we click on this then show this window

In this shows the information about the purchases and if we write the purchase account in purchase account head then it shows the information about that account.

After doing this we click on the next head that is customer’s fields then show this window

In this customer fields we enter the information about the customers.

The next head is history when we click on this then show this window

After doing all save this.

How to enter the beginning balances?

How to enter the beginning balances?

After saving the different balances of charts of account we put the time period

In this window we click on the beginning balances and then show this window

In this window click on ok button and then show this window

In this window select the time period which we follow and click on ok button then show this window and in this we should have the account of retain earning and if we have not retain earning account then the software not save the account balances and in this we also enter new account

In this window we enter the balances of the accounts

In this window we enter the all balances and after entering all the balances show this window

After doing this click on ok button and it will saved

How we make the vendor credit memo?

How we make the vendor credit memo?

First we open our existing company from Peachtree software and then go to the tasks menu and select the vendor credit memo then show this window

In vendor credit memo first we select the vendor and write the date and also select the invoice number after doing this select the item and write the quantity and write the returned quantity and write the unit price then show this window

After doing all this saves this.

How we make the quotes\sales order?

How we make the quotes\sales order?

In tasks menu we select the quotes\sales order then show this window

In this click on the quotes this is for terms and conditions which we says to the customers. Then show this window

In this first we select our customer id ,date quote number and write the quantity, item and unit price after doing all this show this window

After doing all this saves this.

Sales order:

In tasks menu click on quotes\sales order and in this click on the sales order then show this window

In this select the customer id, date, sale order, quantity, item, and unit price then show this window

After doing this save this.

Or

We can make the sale order through quotes like this first open the quotes which we already made and in that quotes click on open then show this window

We select the quotes which are made then show this window

After this click on convert then show this window

In this window click on the sale order and write the sale order no. and click on ok and our sale order prepare after doing this save it.

How we maintain the sale invoicing and receipts?

After opening our company in peachtree sowftware and in this go to the tasks menune then shows this window

In this we click on the sales invoicing then show this window

In this window we select the customer and do the date and write the invoice no and then select the sale order no then show this window

In this we write the hipped quantity and then show this window

After doing this we save this.

Receipts:

In tasks menu click on the receipts then show this window

In this we select the customer  and the receipt no and then show this window

After this we save this.

how we make the purchase orders account?

HOW WE MAKE THE PURCHASE ORDERS ACCOUNT?

First we open the Peachtree software and open our existing company and then for purchase order we click on the task menu then show this window

In this window when we click on the purchase order menu then show this window

In this window 1^ST step is to select the vendor

2^nd step is write the date and good thru date

3^rd step is to write the purchase order number

4^th step is to enter the quantity which we do the order

5^th step is to enter the item name which for which we gave the order

6^th step is to enter the per unit price of the item which we order

And after doing all this last step is to save this order

E.g.:

PURCHASES/RECIVE INVENTORY ACCOUNT:

When we click on the task menu then show this window

In this window when we click on the purchase/receive inventory then appears this window

1^st step is to select the vendor

When we select the vendor then show this window

2^nd step is to enter the date

3^rd step is to enter the invoice number

4^th step is to purchase order number then show this window

5^th step is to received quantity we enter the received quantity

After doing all this we save this.