What is Peachtree quote?

What is a Quote? A quote is a price estimate for a product or service you provide. The estimate is usually requested by either a prospect or an existing customer. You can set a Good Thru date to show when the price quote expires.

Can you do quotes on Sage?

Creating quotes in Sage Business Cloud Accounting is easy and they don’t affect your account balances. Once the customer accepts a quote, you can convert it to a sales invoice which automatically updates your ledgers with the values of the original quote, saving you even more time.

How do I convert a quote to an invoice in Sage?

To convert a sales quote to an invoice

1. Go to Sales, then click Quotes & Estimates.
2. Click the relevant quote.
3. Click Create invoice.
4. Amend the details of the invoice as required.
5. To save the invoice as a Draft or Pro-Forma, click the Save as check box then click the relevant option.

How do I edit a quote in Sage?

Edit a quote

1. Go to Sales then click Quotes & Estimates.
2. Click the relevant quote.
3. Click Edit, then make the necessary changes to the quote.
4. Click Save.

Where do you link a quote to a customer invoice?

Also in the header section, you can select a quote to link to the invoice using the From Quote field. Lines processed in the quote will be copied over to the invoice. This section also details the status of the document.

How do I change my default email in pastel?

Check that the correct Email program is set as the default mail program

1. Open Internet Explorer. (
2. Click Tools… Internet Options.
3. Click the Programs tab at the top of the Internet Options screen.
4. Click the Set Programs button if you are running Windows 7.
5. Click Set your default programs.

How do I create a new customer in Sage?

To add a customer into Sage 50, open the Customers & Sales Navigation Center in Sage 50. Click the Customers icon and select New Customer from the drop down list provided. This window has five tabs in which to enter information about the customer: General tab – records basic information about the customer.

Can I use an invoice as a quote?

Can you use a quote as an invoice? No, a quote should be sent before any work begins.

How do I convert a quote to an invoice in Xero?

If you’ve supplied all the items in your quote, create an invoice from it.

1. In the Business menu, select Quotes.
2. Select the Accepted tab.
3. Find and open your quote, then click Create Invoice.
4. Select Mark as Invoiced, then click Create.
5. Review the pre-populated fields and make any other changes as needed.

How do I change email settings on Sage 50?

Amend your email settings

1. Open Sage 50 Payroll, select the document you want to amend, then click Edit.
2. Click Report then click Email Settings.
3. From the Email message should contain drop-down, choose one of the following options:
4. Complete the To, CC and BCC tabs then click OK.

How do I add a new customer to pastel?

If you want to create a new customer account, click on the Add Customer screen. Here you will enter the masterfile information for the customer account. In the top section of the screen, you will enter the name, opening balance, credit limit and Tax Reference number of your customer.

Is quote and invoice the same?

A quote and an invoice are two separate items, but both documents are needed to help ensure you are paid accurately and on time. A price quote is given before any work is started. It details how much a project or job will cost. An invoice is provided after the work is complete.

Is a quote final?

A quote (or quotation) is an exact price for the job being offered. As such it is fixed and CANNOT be changed once it has been accepted by the customer (unless the customer changes the amount/type of work required or you discover something completely outside of the scope of what was agreed).

How do I change my default email on Sage?

Configure the Email option

1. On the menu bar, click Settings, click Invoice & Order Defaults then click the Email tab.
2. To the right of the required document type, for example, Invoices, click Browse.
3. Select the layout that you want to use when emailing that type of document, then click OK.

Why can’t I email invoices from Sage?

Confirm your email client is setup as the default email program in your computer. Go to Control Panels, Default Programs, Set your default programs, select your email client and click Choose defaults for this program, make sure the box of Send Mail is checked under MAPI.

Quotes are printed estimates for a possible sale that can be presented to either a new prospect or recorded customer. You can also set up expiration dates for entered quotes , or apply a Status to a quote using the Track It panel .

How do I convert a quote to an invoice?

What happened to Peachtree accounting software?

Peachtree Is Now Sage 50 Accounting| Sage US. Native-cloud accounting software for small business. Advanced financial management platform for professionals with a growing business.

How do I convert a sales order to an invoice in Sage?

From the Tasks menu, select Quotes/Sales Orders/Proposals; then select Sales Orders. In the Sales Order window, select List, and open the sales order you want to convert to an invoice. When the sales order is displayed, click the Invoice button. Sage 50 displays the Sales/Invoicing window.

Can you use a quote as an invoice? No, a quote should be sent before any work begins. Quotes need to be accurate but can increase or decrease based on changes to the scope of the job or any customer requests as work is ongoing.

Is Peachtree better than QuickBooks?

QuickBooks only works in average costing; Peachtree can manage inventory by LIFO, FIFO, serialized and average costing. Pricing for both products is very close. QuickBooks is overall more attractive and easier to use, and they have a Mac version.

Is it easy to change GL account in Peachtree?

Conversely, not everyone wants it to be easy to change the GL account. Each customer in Peachtree has a default sales account, each vendor has a default purchase account, and each inventory item has a sales account and a purchase/inventory account.

How can I reconcile my Peachtree account balance?

This window shows your uncleared transactions that have affected the account balance through the end of the current accounting period. You can use this information to then reconcile the transactions in Peachtree with your bank account statements.

What are the default sales accounts in Peachtree?

Each customer in Peachtree has a default sales account, each vendor has a default purchase account, and each inventory item has a sales account and a purchase/inventory account.

Do you need a general journal in Peachtree?

While many transaction types can be entered into specialized windows in Peachtree, there will always be a need to have a general journal to be able to record entries that do not fit into specialized fields. Such entries include infrequent transaction types as well as adjusting entries.