How to Maintain Customer Records

     How to Maintain Customer Records

First of all to maintain the customer records we will open the Peachtree program.

After opening the program we will click on the maintain button as circle in the above diagram.

After clicking on this, this menu will open and in this menu we will click on the first option which is “Customer/Prospects”.

After clicking on this the above window will open. In this window at point A we will write the customer id and at point B customer name.

On clicking on the general the above window will open. In this window we will write the contact and address telephone numbers fax email and website addresses.

On clicking the sales defaults  the above window will open in this window the circled area is important customer name and address will not be save without entering the General Ledger Sales Account. Open P.O. num is for the purchase order.

On clicking the payment default the above window will open.

On clicking the customer default the above window will open. In this window at num 1we can write the name and address of the other person to whom we want to contact as the secondary contact.

On clicking on the History the above window will open in this window we can check the past data which we want to check.

Go to maintain menu at default information and then select the customer then the following window will open.

In this window we can select and compose the payments terms and discounts which we give to the customer on the advance payment of cash etc.

On pressing on the accounting Aging the above window will open. In this window we can write the time period of  the payment the invoice date and due dates.

On pressing the custom field tab the above window will open in this window we can write fields labels which we want to be in the custom field. We can also incease and decreace the numbers of fields by clicking on the circled area.

In this window we can write the interest rates and the amount to which it is charge and the limit of amount and the interest rate for the exceeding amount  and to print it as a waning message by clicking on the circled point.