How to maintain customers /prospects?

How to maintain customers /prospects?

First we open the Peachtree software and open our company and then show this window

In this window we click on the maintain menu and then show this window

In this window we click on the customers/prospects and then show this window

In this window we say HEADER FIELD to the upper part and TAB to the lower part and we enter the customers id, names and in general enter the contract name and also address and telephone no and after saving this show this window

After doing this click on the sale default column then show this window

In this window we enter the general sale account and in this next purchase order this is for that purpose that we receive the order for supplies the goods but still not supplied and next is resale code and last is pricing level. In pricing level we enter the price level according our will.

After doing all this we click on the payments defaults columns and then show this window

In this window show the address which we enter and also show the credit card number and expiry date

After doing this we click on the next column that is customer fields and then show this window

In this window we write the customer second contract number and also do the changes in existing fields

After doing this click on the last column that is history and then show this window

In this window show the last invoice date and his amount, last payment date and amount and last show the statement date.

How we set the default information?

After opening the Peachtree software we open our company and then go to the maintain menu and in maintain menu select the default information then show this window

In this window select the customer and then show this window

This window is for default setting and in this window we do the changes according to our requirements

In this window first head is the payment terms, and in payment terms head further heads are these...

C.D.O means cash on delivery and if we lick on this then show this window

In this window we do the changes according to our requirements

After doing this we select the next that is prepaid mean receive the amount advance.

Then next is due in number of days mean in how much days are due for payments,

Next is due on day of next month in after doing the changes then show this window

After doing this next is due at end of month and next is GL Sales Account and Discount GL Account and if these accounts are not then we add these accounts.

After doing the changes the next icon is Account Aging and clicking on this then show this window

In which we fill the all columns and set the dates. Remember first check the due and invoice date.

In which we fill the all columns and enters the all requirements.

Next we go to the finance charges and set the all columns according to their requirements

In which set the due days and discount rate and then minimum finance charges.