512.892.8990 info@121-business.com
How to Batch E-mail Statements to Past Due Customers

How to Batch E-mail Statements to Past Due Customers

Peachtree Tips button By:  Suzy Payne Rabb
121 Business Software Consulting

 

How can I email statements to past due customers?

 

 

QUESTION:  We are tightening our credit procedures and would like to e-mail our past due customers weekly until any balances over 30 days are received. Is there an easy way to do this?

ANSWER:  Absolutely. I’ve found that many users believe in order to use Customer Statements, they have to print statements for all customers. This is not true. You can change your settings to select customers with past due balances only and easily e-mail a whole batch of statements with just a few keystrokes.

Note: In order to e-mail forms to your customers or vendors from Peachtree, you must have a default MAPI-compliant e-mail application installed on your computer.
Here are the steps to set up for and e-mail a batch of 30-day past due customer statements.

Verify/Update Customer Records
Change Invoice/Statement Default Information
E-mail a Batch of Customer Statements


Verify/Update Customer Records
Get into your Peachtree company and select Maintain / Customers from the main menu at the top of the screen.Sage 50, Sage Peachtree

 

 
Be sure there is an e-mail address on file for each customer.

Then, select the Sales Info tab.
Sage 50, sage Peachtree

 

 

 

 

 

 

 

Under Form Options, be sure that E-mail is selected for each customer.

Change Invoice/Statement Default Information. Go to Maintain / Default Information / Invoices/Statements.
Sage 50, sage Peachtree

 

 

 

 

 

 

 

 

Check box at At least one invoice.  Enter “30” for days past due.  Also, be sure that Open Item is set as the Default Statement Type.

 

E-mail a Batch of Customer Statements. Select Reports & Forms / Forms / Customer Statements.
Sage 50, sage Peachtree

 

Select desired statement format on the left side of the screen, then select Preview and Print.

Sage 50, sage Peachtree

 

 

 

 

 

 

Update through date and any filters desired on left side. Then, click Refresh List to see an updated list of the customers to be included in this customer statement group.

Make any desired changes to the list, then select E-mail Options tab.Sage 50, sage Peachtree

 

 

 

 

 

 

 

 

Check Send an e-mail customer statement only, do not print a duplicate.

Do not check Show me each e-mail before sending.

Select Print Preview at bottom of screen to check statements before e-mailing.

If good, select Print/Email to start the batch e-mail process.

Note: You will be presented with the print window, even though there may be no statements to print.  Select OK and the email process will begin shortly. Sage 50, sage Peachtree

 

 

 

 

 

 

Once the process is complete, check to be sure your statements were e-mailed properly. If so, select Yes and the Last Statement Date will be updated for each customer’s account.

Contact me if you need help with customer statements or have a tip to share. I also offer a free consultation for new clients.

Suzy Payne Rabb
Sage Peachtree Certified Consultant
Sage Solution Provider
Your Live, Online Guide to Sage Peachtree Success
512.892.8990
 
Send email to suzy@121-business.com
Website: www.121-business.com
Join my professional network at Linkedin and follow me on Twitter.
How to Delete a Peachtree Company

How to Delete a Peachtree Company

Peachtree Tips button  How can I delete a Peachtree company?

 

 
Follow these steps to delete a Sage Peachtree company.

Find Location of Peachtree Company Folder
Use Windows to Find and Select Company Folder
Delete Company Folder
Verify Company was Deleted

Find Location of Company.  One easy way to find the location of the Peachtree company folder is to start Peachtree and open the company you wish to delete.

Once Peachtree is loaded and you are in the desired company, select Maintain / Company Information from the main menu at the top of the screen.

 
See Directory.

Be careful to note exact directory location. The last group of characters (in this example, “BCS”) represent the company folder name. There may be company folders with very similar names.

Exit Peachtree.

 

 

 
Use Windows to Locate and Select Company Folder.  You can start with “My Computer” and use Windows to find and select the company folder. 

Delete the Company Folder.  After you find and select the noted company folder, right click your mouse for menu of options.

 

Select Delete.

Are you sure…. 

Be very sure you have selected the correct company folder. If so,

Select Yes.

 

 

 

 

 

 
Verify Company was Deleted.  Start Peachtree again.  Once Peachtree is up, select File / Open Company. This action takes you to a list of Peachtree companies in Peachtree’s datapath.

Company name should no longer be listed.

Contact me if you need help deleting, archiving companies or with a general cleanup of your Sage Peachtree company directories.

Suzy Payne Rabb
Sage Peachtree Certified Consultant
Sage Solution Provider
Passionate about Small Business
 
Send email to suzy@121-business.com
Website: www.121-business.com
Join my professional network at Linkedin and follow me on Twitter.

 

 

 

 

What’s Standing in Your Way?

What’s Standing in Your Way?


From: “Access to Access” and Seth Godin’s Blog

What’s standing in your way? What would help you start and ship and create something of value?

Access to ideas is easier than ever before. You can see over the shoulders of the great leaders in every industry, instantly and for free.

Access to tools is easier too. Every digital tool in the world is easily available, often for free.

Access to markets? The internet brings every market segment into clear view and lowers the cost of reaching it.

Access to capital? It’s never been easier to find funding for an idea that’s enabled by the efficiencies the web creates.

Alas, the only access that’s harder than ever is access to the part of your brain that’s willing to take advantage of all of this. Precisely because it’s easier and faster than ever before, it’s easy to be afraid to reach out, to connect and to commit. No one can help you with that but you.

More from: “Access to Access” and Seth Godin’s Blog

Suzy Payne Rabb
Sage Peachtree Certified Consultant
Sage Solution Provider
Passionate about Small Business
 
Send email to suzy@121-business.com
Website: www.121-business.com
Join my professional network at Linkedin and follow me on Twitter.
What is the Sage Peachtree Internal Accounting Review?

What is the Sage Peachtree Internal Accounting Review?


From: “What is the Internal Accounting Review?” at Peachtree.com

The Internal Accounting Review is a tool that allows you to run an internal audit on your Sage Peachtree company data. It looks for common transaction mistakes and potentially fraudulent activity by running a series of up to 15 checks against your company data. If transactions are found, they are listed under the appropriate Internal Accounting Review check name for your review. You then have the opportunity to take the appropriate action on each transaction.

These checks represent common transaction mistakes and/or conditions that might be revealed in an external audit. While this review is not exhaustive, it is intended to help you identify, investigate, and if necessary, correct issues that may be problems. Here’s what we look for:

 1. Purchases or bills that don’t credit an accounts payable account
 2. Sales or invoices that don’t debit an accounts receivable account
 3. Payments or checks that don’t credit a cash account
 4. Receipts or money received that doesn’t debit a cash account
 5. Transactions that debit and credit the same general ledger account
 6. Possible duplicate transactions of the same type
 7. Vendor invoices or bills from prior periods that have not been received
 8. Transactions entered in the future
 9. Transactions posted to inactive records
10. Un-reconciled cash accounts
11. Inventory items that default to duplicate general ledger accounts
12. Out of sequence checks
13. Accounts receivable accounts that are out of balance with the aged receivables report
14. Accounts payable accounts that are out of balance with the aged payables report
15. Possible duplicate paychecks for an employee within a pay period

From: “What is the Internal Accounting Review?” at Peachtree.com

Suzy Payne Rabb
Sage Peachtree Certified Consultant
Sage Solution Provider
Passionate about Small Business
 
Send email to suzy@121-business.com
Website: www.121-business.com
Join my professional network at Linkedin and follow me on Twitter.
Happy Thanksgiving to You!

Happy Thanksgiving to You!


Get in the spirit and enjoy this zany Thanksgiving greeting as your prepare for your own special holiday celebration.

 

 We hope you have a very warm and cozy Thanksgiving filled with family, friends and fun!

 

Please note our office will be closed from November 21 through November 24.

Suzy Rabb
Sage Peachtree Certified Consultant
Sage Solution Provider
Passionate about Small Business

Send email to suzy@121-business.com
Website: www.121-business.com
Join my professional network at Linkedin and follow me on Twitter.

 

 

QR Codes for Your Business

QR Codes for Your Business

 

 
From: “Go Mobile! QR Codes for Your Business” and The Sage Peachtree Insider

(Scan this QR Code for a Free Offer from 121 Business Software Consulting)

You see them everywhere these days, those funny little black-and-white squares filled with squiggles. They’re showing up on brochures, magazine ads, store shelves, and on the web. But exactly what are they and what are they for? Initially used to electronically track inventory, QR codes, short for Quick Response Codes, are fast growing marketing tool that links smartphone users to additional product information, special offers or videos on the web. 

One of the best examples of a successful QR marketing campaign is at GNC stores. There’s a QR code in their front window with a sign that says “The most phenomenal thing you’ll do all day.” Smartphone users can scan the code and immediately download a message rewarding them with a free drink inside the store. It’s a very smart and fun way to drive more store traffic.

Want to try it for your business? It’s easier than you think. There are several sites that help you quickly and easily genrate your own QR code. You’ll need a most important thing to remember is to build in a compelling offer. If consumers go to the trouble to scan your QR code, they should receive something good in return.

Use a “barcode scanner” app on your mobile phone to test out the QR Code shown above.

More from:  “Go Mobile! QR Codes for Your Business” and The Sage Peachtree Insider

Suzy Rabb
Sage Peachtree Certified Consultant
Sage Solution Provider
Passionate about Small Business
 
Send email to suzy@121-business.com
Website: www.121-business.com
Join my professional network at Linkedin and follow me on Twitter.