How to maintain customer / prospect Accounts

To maintain customers record first open the Peachtree software and click then open you company and go to third menu of Maintain click on the customer’s prospects button.

After clicking this you will receive a window of maintains customer record in which you have to Use the Maintain Customers Prospects window to enter, change, and store information about companies and people to whom you sell goods and services. You can also enter information about companies and people with whom you would like to do business prospects.

After filling All the Data click on the save button as mentioned in the window

After this process you can fill also sales default menu by clicking sales default button.

As shown in the window. First you have to select sales from your account maintained.

In which you can enter sales rep, GL sales account, pricing level which are different option available of pricing.

After that you have also an option of payments default for recording the credit customer options. Red color shows the indication.

As shown in the picture there is customer name address and its credit information their credit card number expire date.

In the picture above there is an option of customer Fields this window to enter the customer field and can change the option by filling the tabs you can change the option of field to your required.

In the window below you can also save the history of customers by date invoice.

CUSTOMER DEFAULT INFORMATION

To maintain customers record first open the Peachtree software and click then open you company and go to 3^rd menu of Maintain click on the customer’s prospects button as shown in the picture.

In this pic it shows customer payments term .that how to fill this form for the customer . in this pic days and the discount should be shown. That how we should give or take payments on due date with discount.

After payments terms accounting aging page should be filled  by due date or invoice date.

In customer field first we filled second contact and after that reference then mailing address or list then after that multiple sites according to customer’s field.

In this pic finance charges can be filled by charging finance charges on invoice. Then interest on charges. Enter the balance amount over which the second interest rate will apply. On balances below this rate, the rate in the Annual Interest Rate field will apply. On balances over this amount, the second interest rate applies. This lets you offer different rates to customers depending on the balance their accounts carry.