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Customers & Sales Navigation Center

This section covers how to record the key steps in the sales cycle using Peachtree. You will learn how to set up customers in Peachtree and record a sales order from a customer. Next, you will find out how to record various types of sales to customers and how to record the collection of receivables from credit sales. Finally, you will learn how to record a sales return just in case your customers return their merchandise to you. To obtain a brief overview of those topics, you may want to watch our video tutorial.

The topics covered in this section are summarized in the Key Topics list below. To view our step-by-step instructions and screen illustrations of a particular topic, just click on that topic link now.

Key Topics

Customer setup

This topic shows you how to set up customer defaults and how to set up a new sales tax in Peachtree.

Add a customer using Peachtree Complete Accounting 2009

This topic shows you how to add a customer in Peachtree Complete Accounting 2009 so you are ready to record transactions relating to that customer. It also shows you how to modify or delete customer records in case you ever need to do this.

Add a customer using Peachtree Complete Accounting 2011

If you are using Sage Peachtree Complete Accounting 2011, we recommend you to read this topic to find out how to add a customer and how to modify or delete customer records in case you ever need to do this.

Recording a sales order

Sales orders allows you to record a customer's order now but have the general ledger accounts updated at a later time when you record the sale by invoicing the client. This topic demonstrates where and how to enter sales order information in Peachtree.

Sales transactions

One common task you will perform in Peachtree is to enter details of sales transactions. In this topic you learn how to record different types of sales transactions, from applying a sale to a sales order to recording credit and cash sales using an invoice.

Collection of an accounts receivable

This topic shows you where and how to record the collection of a receivable from a customer.

Sales returns

When selling merchandise to customers, unfortunately sometimes things don't go quite as planned. Occasionally, customers may return items of inventory for various reasons. This topic explains where and how a sales return is recorded in Peachtree.


Video tutorial: Customers & Sales Navigation Center

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