Invoice

[Ronniemc]

When entering a Sales Invoice, I cannot tell if the customer has an "Overdue Invoice" . The customer may be 90 days overdue, and yet we send more product to them, without any knowledge of his deliquent account.

Question:
While in the Sales Invoicing Module, is there ANY type of POP-UP WARNING that this customer has an OLD outstanding balance?

Following report would not be as desirable to have, but workable.

Is there any type of REPORT that could be run BEFORE any SALES INVOICES are processed for that day, that would
a) list ONLY those customers that are overdue by 10-20 days?
b) list DATE the SALES INVOICE was due?
c) list $ amount due

[Marka]

It would be easier to do if Peachtree allowed you to alter the reports according to user defined fields but it does not. but take a basic A/R aging and alter that and save it according to your chages with a different name. Just include specific fields such as Inv #, Inv amount, Invoice due date and customer Credit Limit. Run the report prior to entering sales orders. As you review each sales order look at the report and see if the customer appears on the report. Then see how much the customer is ordering on that sales order. If that is then higher than their allowed limit don't process that order or process the order but mark the order "do not ship" and pull them out separately after you print all the sales orders and place on the side in a hold pile. I do not believe peachtree will give you the ability to flag the order entry person as entering the order that the customer is over limit. other programs will but not peachtree even though they have a set credit limit. I don't believe it works in conjunction with that field though.

Mark

[Robert Walraven]

The PawCom Maintain Customer form has a tab to show you the customer's invoice history - date, invoice number, status, and amount. (You can also drill down on the invoices.) This isn't exactly what you want, but pretty close.

PawCom also has a Sales/Invoicing screen similar to Peachtree's so it should be possible to add the invoice history to this screen. I'll look into it for the next release.

Bob Walraven
Architect of PawCom