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Receive Payments

Track cash and credit card payments and other custom methods of payment. Track each invoice until it's paid, record time of sale receipts and billable sales.

Track Your Payment Statuses

With ePeachtree you'll instantly know which invoices are paid in full, partially paid, past due or unpaid so you can easily stay on top of who owes you money and when its due. Plus, use payment status tracking to view partial payment information and net due for any invoice.

Alert Messages Keep You On Track

You have the option to receive a warning message when you're selling out-of-stock inventory or a customer exceeds their credit limit.

Handle Customers More Effectively

Track date sensitive notes for each customer such as call logs, customer comments, reminders, etc. And five user-definable fields let you track additional information that may be unique to your business. For example, you might want to track a customer's birthday or whether or not they want to receive e-mails from your company.

Purchasing and Payables [ Top ]

Easily Pay Bills
You can enter payments for items that have outstanding balances, prepayments or manual checks. When you select a vendor, any outstanding bills will display and can be selected for payment. You can make full or partial payments and ePeachtree will and automatically calculate early payment discounts (optional). Print the individual check now or run a batch of checks later. Add a purchase description on check stubs in addition to invoice number, date due and amount. And you can purchase Peachtree check forms, the only forms guaranteed by Peachtree Software to work with your product. (click here for more information on Peachtree Checks & Forms).

Enter/Print Purchase Orders
Track purchase orders until goods are received, then easily convert to a bill at the click of a button. Receive and record inventory before receiving the bill and receive partial shipments. Inventory Stock Status report gives you a quick glance at quantity-on-hand, quantity-on-order, minimum stock, reorder quantity, and location information. Purchase orders can be printed on plain paper, letterhead, and specially designed Peachtree forms.

Timesaving Vendor Defaults

Track "Remit To" and "Order From" addresses which automatically populate when entering purchase orders and payments. Set up customized payment terms for each vendor.

Store Key Vendor Information

Track date sensitive notes for each vendor such as call logs, directions, reminders, etc. And five user-definable fields let you track anything you want, just set up your own field labels and enter the contents on the Vendor's page. For example, you might want to track an additional phone number or contact name such as the shipping manager.

Inventory [ Top ]

Track Inventory Costing
You will always know how much inventory you have, how much you've sold, and how much it's all worth. ePeachtree uses an average costing method and can accurately track quantity on-hand and re-order quantities. You can maintain stock, non-stock, labor, service, and comment item types and data input screens are updated to match.

Flexible Item Setup
Item IDs can contain up to 20 characters with a 255-character description with seperate descriptions for sales and purchases. You can assign up to 10 price levels, define preferred vendors, and specify an item as taxable. Track the sale of items that are subject to commission and utilize reports to help calculate commission payments for your sales people. And five user-definable fields let you track additional inventory information that may be unique to your business.

Display Item Images for easy identification

You can add an image for each of your inventory items by importing an image on the Item Picture tab, providing you and your employees with a visual cue for identifying and locating specific items.

Job & Project Tracking [ Top ]

Track the status of your jobs and projects and analyze basic job profitability. Maintain job information such as supervisor, planned end date, status, etc. You can associate a specific line item of a quote or invoice to a particular job and a specific line item of a purchase to a particular job. You can also apply general journal entries to jobs. Then you can compare estimates to actual amounts and better manage any current or future projects.

Sales Tax Tracking [ Top ]

ePeachtree supports multi-level tax rates, allowing you to enter rates at the authority level and assign authorities to a particular location. Flexible options let you tax freight within a specific taxing authority and override sales tax rates when entering an invoice. You can also specify any exempt customers. Predefined reports tell you exactly how much sales tax you owe.

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