How to maintain Customers/Prospects

How to maintain Customers/Prospects using Peachtree software

In order to maintain Customer/prospects while using Peachtree software we need to use the following  steps

First of all we have to open the Peachtree software that is installed in our computer system

After that we will open the file of existing  company of which we want to maintain Customer/Prospects. After opening the file of existing company we will click on the maintain option as given on the top of the screen and then select the Customers/Prospects option, as shown below

After selecting that the following window will appear

Here we will enter the customer id  and its name and below that is the general tab that is already selected

In general tab we will enter all the required information including contact , address country Sales tax , customer type, telephone , fax, email  etc

After that we will select the sales Defaults tab  and the following window will appear

In this window we will enter all the default information required like, sales representative, general ledger sales account, purchase order, ship via, resale number, pricing level etc.

After that we will move to Payment Defaults tab , when we click on this option the following window will appear.

In this tab we will again provide the required default information such as cardholder name ,address, city state .zip, country, default credit card number, and expiration Date .

After that we will click on the Custom field button and the following window will appear

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In this tab we will enter all the required information as shown above .

After this we will click on the history button and the following window will appear

In this tab we will enter all the required information  such as customer since, last invoice Date, last Invoice Amount, Last payment date , Last payment Amount, Last Statement Date.