how to maintain the customer account

       How to maintain customer/prospects

After set up new company and chart of account now we write how maintain customer/prospects. Maintain customer/prospects we use to share information about the different people and company whom you sell the goods.

Maintain customer/prospects include the different information.

First we open the Peachtree option and select the option which appears at the top of the window that is maintained. Shown at below.

When click on m

aintain button

 following option shown then click on first option which is customer/prospects. When we click on customer prospects following window will appear that is given below.

Here we first give the customer ID mention the customer name.

And in general tab we will give the contact number.

SALES DEFAULT TAB:

In sales default tab we have Sales Report, general sales account, ship  via(it means that delivery is made through which way whether it is airborne, courier, hand deliver and cost and pickup.

In pricing level, we set the price for different customers. As shown in the above there is different price level.

This term is used when goods are sold on credit basis. The term 2/10, net 30 days means that the payment is made in 30 days and if payment is made in 10 days then 2% discount is given to him.

This is the customer terms in which we mention the discount, total no of days, and credit limit. In the box we show that when payment is due.

PAYMENT DEFAULT TAB:

In payment default tab, we enter the cardholder’s name, address, city, country, credit card number, expiry date.

The highlighted circle shows that payment is made through which way whether it is check, cash, visa, MasterCard, Amex and discover.

Customer fields tab:

In this tab we have an option of additional information. For example we can enter second contact, any reference of the customer, mailing list and multiple sites. This tab is used to enter the extra information of the customer.

By going into maintain, we have an option of default information, in the sub headings of default information we click on the customers.

By click on the customer we have this window. In this window we have following these tabs.

Payment terms:

In payment terms we write that what is the mode of payment, c.o.d means that cash is received when delivery is made. prepaid means that payment  is made in advance.  

ACCOUNT AGING:

In account aging we record the invoices according to two dates one is invoice date and other is due date. In account aging we divide the persons from whom payment is received in future.

CUSTOMER FIELDS:

In customer fields we have an option of adding or removing the above field labels like second contact, reference etc. In the 5 label we can add information by tick on the enabled.

FINANCE CHARGES:

In finance charges we can charge finance charges, interest on finance charges. By tick on the print finance charge warning messages as , we can write any warning message.