E-mail
Because Peachtree maintains information for the terms of payment separately for every invoice, Job Manager terms must be configured to include the term information required by Peachtree. This is done in the Terms page by editing the parameters field of each term defined in the Job Manager system.
1. Select Terms in the Administration tab. This will open the Terms page.
2. Select a term from the list and click Edit next to its name. This will allow you to enter the parameters for that term.
3. Specify the term parameters to correspond with the payment term information required by Peachtree. These parameters will depend on the Peachtree payment term type for which you are providing information:
note: To view the Peachtree payment term types, select Customers from the Maintain:Default Information menu and switch to the Payment Terms tab.
C.O.D. - For this Peachtree payment term type, enter "Peach COD" in the parameters column of the Job Manager term.
Prepayment - For this Peachtree payment term type, enter "Peach PRE" in the parameters column of the Job Manager term.
Due in a number of days - For this Peachtree payment term type, enter "Peach DAYS <net due days> <discount days> <discount percent>" in the parameters column of the Job Manager term. For example, you might type "Peach DAYS 30 10 2" in the parameters column for a 2% 10, Net 30 term, and "Peach DAYS 30 0 0" for a Net 30 term.
Use standard terms - This Peachtree payment term type is not supported.
Due on a day of the following month - This Peachtree payment term type is not supported.
note: Please consult your Peachtree documentation more information about the way payment terms are used in Peachtree.
4. Repeat this procedure each additional term displayed in the Terms page
At this point, every term in the Job Manager system should have parameters specifying the term information required by Peachtree.