how to maintain customer record in peach tree

How to maintain customer record in peach tree software

First we press the maintain button the following window appear

After clicking the customer prospects computer will show this window

Following section of window is called as HEAD to create new customer profile we need to fill the following 3 section which are compulsory to processed their which include customer ID , NAME, and third is GL sale account  is sale default account.

To set up unique sales transaction default for each vendor record , select the sales defaults tab in maintain customer record, following window will appear:

After filling sale defaults tab options then click on payment defaults tab to proceed     further

                                    

if your customer is credit customer  then you need to fill this box first:

 you write the name,

Address

City-state zip country

After filling the first information of your customer than click on custom fields tab so that you can enter the secondary record of your customer. This tab also helps you to change the options of it as per your business requirement.

History tab tells you about the last invoice date last invoice amount etc of your customer.

Default information

After filling all the options of customers/prospects tab go to maintain tab again and click the default information and then select the option of customers from it, to set default information record of your customer.

After clicking the customers’ option the following window will appear: in which there are 5 tabs the 1^st is payment terms tab in which there are 5 options, the 1^st two options are (cod and prepaid) cod stands for cash on delivery. These two options tells us that there is no discount on transaction while remaining three options have discount according to the agreement of both parties.

Next one is account aging tab which is telling you about the number of days in which the payment is due.

Custom fields tab helps you to maintain the secondary record of your customer and you can also make changes of the options of this tab according to your requirement.

This tab is telling about the extra finance charges which you had to pay in case you unable to in due date and there is also minimum finance charges if the payment is less than amount which you had fixed that you would not pay any type of interest.