User Guide
Tutorials
Getting Started Guide
110
3
Lesson V—Accounts Receivable
In this lesson you will learn about entering customers and using the accounts
receivable functions of Peachtree Accounting.
You will learn how to:
• Enter a new customer on-the-fly
• Enter a quote
• Enter a sales order
• Ship inventory and enter the sales invoice
• Record a receipt for the sales invoice
• Analyze collections of payments from customers
Estimated Lesson Time: 30 Minutes
Beginning the Lesson
If you are continuing from Lesson IV, skip this section and proceed with the
lesson.
If you are just starting the lesson, do the following:
1 Start Peachtree Accounting and open up the sample company, Bellwether
Garden Supply.
2 If the Action Items window displays, close it for right now.
3 From the Options menu, select Global. The Maintain Global Options
window appears.
You need to make sure that the tutorial global options are set up
properly.
4 In the Accounting tab, do the following:
• Select Manual Decimal Entry and 2 as the number of decimal places.
• Clear the Hide General Ledger Accounts option for all modules
(Accounts Receivable, Accounts Payable, and Payroll).
• Select the “Warn if inventory item is out of stock” option.
• Select the “Recalculate cash balance automatically in Receipts and
Payments” option.
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