maintain customers record

Maintain customers Record

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 customers prospects button as shown in the Pic below

.  this includes information such as:

Name and address information, including separate billing and shipping information, e-mail address, and Web site address The customer's beginning balance.The preferred method of payment for this customer The date of the last invoice, statement, and payment received Sales history, including year-to-date and period-to-date sales and monthly totals  The usual sales account used for this customer    Terms of payment and the sales tax code   

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.

As shown in the picture below.

After that you have also an option of payments default for recording the credit customer options

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

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

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

Customer Default Information

To providing the customers default information first of all go on maintain menu and select default information section as shown in the picture below

Now from default information menu select the customers button

After clicking on customers default you will get the menu of customers default

Default information for customers includes:

·         Standard customer payment terms

        General Ledger accounts for sales and discounts

·         Aging information for invoices due

·         Custom field labels

·         Finance charge rules and label

·         Customer payment methods

As shown in the picture below:

Payment terms menu:

G/L Link Accounts the defaults are used to link sales income and sales discount G/L accounts to most of your customers. You change individual customer setup, if necessary. G/L Sales Account: Enter or select the account ID you want to use as the default sales (income) account when entering customers. You must enter an account number here. Discount G/L Account: Enter the number of the account you want to use for discounts. You must enter an account number here.

Account Aging Choose either Invoice Date or Due Date. If you age by invoice date, this will show how old each customer invoice and balance is. If you age by Due Date, this will show how overdue each customer invoice is. Many people choose to age customers by Invoice Date and vendors by Due Date.

Custom fields let you set up and store that unique data. You use the custom fields to set up fields that aren't available in the Maintain Customers/Prospects window. For example, you can label customers by location (in-state, out-of-state, international). You would enter the label as Location. When you are entering a customer, you would enter his location under the Custom Fields tab.

Finance 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.

It includes

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Thank You.