How to maintain customer record in Peachtree software.

 We open the software and click on maintain tab.

 As we click maintain tab we have this window in front of us. we will click on first option which is maintain customer  and prospects.

 As we click on maintain tab we have above window in front of us, we will fill the columns with appropriate correct information.

We need three basic things to enter  

 This is the general information of any client. We have to a lot a customer with separate id.These ids will not be duplicated in charts of accounts.

 In the sales default screen we have an option of g l sales account (abbreviation of general ledger)

We have to make account by this name in the charts of accounts and enter the same id in gl sales account which is in charts of account. if you enter wrong id in the column the column start flashing as a warning.

 This is payment default screen. These have the above column in it.

 Custom field window ask about the second contact to whom may we contact if first contact person is un available.asks about the refrences,mailing list and multiple steps to remind,and it can also be edited.

 This is history tab. This tells us about the history of customer that he is customer since…,at what last date he did transaction with us, asks about the last payment date, last payment amount and last statement date. Thus this tab will keep all the record of history of client.

                        Default information

 Here we can teach that how we can enter default information in the Peachtree software. First of all we open the software and go to maintain tab and go to default information. We click on customers so we have following screen in front of us.

 

After clicking on customers we will have this window open in front of us. this window has 5 options to set default information as PAYMENT TERMS,ACCOUNT AGING,CUSTOM FIELDS,FINANCE CHARGES,AND PAY METHODS.

If we write gl sale account in front of the option the software does not require again and again this account as we know that three things are necessary to enter the information of client which are customer id, customer name, and gl sales account so if we set it as default it will not ask again and again, otherwise after putting customer id and name into it will not save the id and name of customer.

The upper portion of this tab asks about c.o.d, prepaid duo in number of days discount etc.its all about the transaction,s  terms and condition.

 

 This is account aging tab. It will asks about the age invoices by invoice date or duo date. It has four columns named as 1^st, 2^nd, 3^rd and 4^th.1^st column is about no of days as 30 days,2^nd column is about 60 days,3^rd column is about 90 days and 4^th column are over 90 days.

 This is custom field tab as this has 5 columns in it as second contact, refrence, mailing list, multiple sites. We can also add one more column as of our needs and it can also be settled or swapped according to our preferences as

 

 This is an example editable tab as we can swap it or add one more column by checking the column.

 This is finance tab. This varies with customer to customer. We have to enter day’s overdue, annual interest rate, on balances above that and minimum finance charge. We have to put finance charge gl account.

This is pay methods tab. This asks about how a customer do transaction via paying by cash, check, visa, mastercard, Amex, discover and we can add options up to no 10.