How to maintain customer record in Peachtree

Firstly we select the existing company and then we select maintain chart of account and

Then we will go to the maintain customer prospects. A screen will be open in front of us

This screen has lot of information and different option is given on the screen.

Here we can see customer id in this space we will write the id of customer.

Now on the next option we will write the name of our customer.

                                           

Now we can see a lot of options in the screen contact no. address, city, country, telephone no. email address etc…. we will fill all the columns and then move on.

In sales defaults there are many options and we have to fill all the options….we can see sales receipt, open p.o. resale etc….

Now it’s a payment default screen here is also a lot of information and we have to fill all the options.

It’s the information about customer default and we have to fill all the information required.

Now it is a last column and it tells about history and it provides information about sales, cash and periodic history. And in this section we will fill all the information.

After all the working we can save it just by clicking this button.

If we want to delete something than we will click on this button.    

Default customer information

now this section provides information about customer default information . in the first step information about the payment terms is given now when we sale the goods in credit we give the discount and on this topic the information can be given on this form

For example:  3/10, n/30

it means if we are paying within 10 days than 3 percent discount will be given and if we fail to pay within 10 days then no discount will be allowed.

 There are two invoices in account aging.

1. Invoice date

2. Due date

  On due date we tell the customer that his credit time period has been over and noe he is going to default.

on the picture we can see columns of aging categories..

so we can find out the bad debts of period because the customer who has not paid past 2 months he will be defaulter and we write him as a bad debtors…..

           

in this section we can write down the second contact of our customer. We can also able or disable them. we can also change in their mailing list or references...

we can change anything on this section and can open multiple sites. Customer field can be used to enter extra information about customers. The enable box must be checked for text to be entered…..

On this section we can see that how many days have been over to due date and how much interest has been charged on this situation. We can also see our finance charges and interest on finance charges.

 We can see our finance charge ledger account by clicking this button.    

                                              

  In this tab appears on invoices and statements as………………….