peachtree-software peachtree complete accounting 7.0 Guía De Instalación Rápida

Select the Bracket button.

Here we see the age of the invoice in days, the customer name, the 
invoice number, the document date, (transaction date), the due date, the 
total amount due, and the option to print a collection letter.

Move the highlight bar using your arrow keys to an invoice with Ertley 
Bulldog Sports. Select the Source button.

At this level, we see all the outstanding invoices for Ertley Bulldog Sports 
and their respective ages. You can send a collection letter from this 
window by selecting the Letter button from the toolbar.

Select Close to exit the Collection Manager and return to the Main Menu.

For more information on the Collection Manager, refer to the “Business 
Analysis” chapter of the User’s Guide.

Let’s review some of the things we learned in this lesson.

We covered the basic accounts receivable tasks: 

Entering prospects and customer records

Preparing proposals using quotes

Printing quotes

Ordering items using sales orders

Shipping items and applying sales orders to sales invoices

Applying a receipt against the sales invoice

The number of accounts receivable tasks you’ll use depends on your 
business situation. If you want to bill a customer now and let them 
pay for it later, use the Sales/Invoicing window. If it’s a direct cash 
sale and no invoice is required, enter it in the Receipts window using 
the Apply to Revenue tab.

Product and Service invoice templates are available from the Quotes 
and Sales/Invoicing windows:

Product template: This data-entry window displays all available 
data-entry fields and can be used for products or services. If you 
track inventory, you should use this mode.

Service template: This data-entry window allows you to print an 
invoice for services (only). If you don’t track inventory items, you 
can use this mode for easier data entry.