Peachtree Tutorial Statements & Finance Charges Sage Training Lesson 4.9

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Get your free copy of the complete tutorial at wwt to calm calm ford / free you may want to assess finance charges on accounts with overdue balances to apply finance charges select tasks from the menu bar and then simply choose the finance charge command this will bring up the calculate finance charges window to select the customer or range of customers for whom

The finance charges should be calculated you should also enter the date the finance charges will be applied if you only want to charge finance charges to a single customer select them from the starting customer drop-down box and then click the starting customer only button if you specify more than a single customer then simply click the ok button when you’re done

Now when you click either button the apply finance charges window will appear and here is where we can set options for assessing finance charges and also setting up reporting options under the apply finance charges section click the yes option to apply the finance charges immediately to instead preview a listing of the customers who would receive finance charges

Without applying them click the no option under the print calculation sheet section select the yes option to print a finance charges report listing finance charge amounts and invoice fees used in calculating charges select the no option if you do not wish to print this report if you want to print the report than in the report destination section select whether the

Report should be viewed in a preview screen or sent directly to the printer then click ok once you have the option set next the finance charge reports selection window opens it presents additional reporting options under the report style section select either summary which shows customer balances or detail which shows invoices that occur for each customer balance

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You can then select the sorting order under the report order section for the report click ok when you’re done here to view the report if you also chose to apply finance charges those charges are created at the same time as well each one is an invoice these invoices have a reference number with the prefix fc and can be edited or deleted by selecting tasks and then

Choosing sales invoicing from the menu bar to print statements in peachtree 2008 or later you would select reports and forms from the menu bar and then choose accounts receivable in order to open the select a reporter form window click the forms tab and then select the customer statements choice from the form type scrollable list next select either the statement

Statement continuous or statement pre-printed statement type then simply click the preview and print button that appears in the lower right corner to previous the selected statements doing this will launch the preview and print customer statements window and the settings here will coincide with the statement defaults that you set although you can change them if

Needed when you’re ready to print the selected statements simply click the print / email button now when you’re ready to run the actual statements in peachtree 2004 through 2007 you instead select reports and then choose accounts receivable from the menu bar in the selector report window you select the accounts receivable icon in the list to the left you must then

Scroll using the list box at the right side of the screen until you reach the customer statements folder click on this folder to selected and there should be the three types of statements that you can run statement no graphic statement plane and statement pre-printed in peachtree 2006-2007 these choices are statement statement continuous and statement pre-printed

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Select the one that you wish to print and then simply click the preview button to preview statement doing this will launch the statement preview options window and the settings here will coincide with your statement defaults that you set although you can change them if needed once again when you’re ready to print simply click the print button on the toolbar to

Print the selected statements like what you see pick up your free copy of the complete tutorial at wwt to calm calm forward slash free

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Peachtree Tutorial Statements & Finance Charges Sage Training Lesson 4.9 By TeachUComp