HOW TO MAINTAIN CUSTOMER / PROSPECTS

After setup a company and charts of account now time to maintain customer/prospects for establish account receivable . you can enter the information about people as well as companies.

Maintain customer/prospect include the information such as :

•         Name and address information and also include the information about country, website, E-mail, telephone number, bill to address
•          Sales defaults include information of delivery method, GL sales account , etc
•          Payments defaults include payment method,
•         Custom fields in which u edit some more about customer
•          In history it includes the last invoice date, last payment date , etc

First open a peach tree and click on maintain button and click on the customer/prospects :

When u click on customer/prospects this window will appear :

In this the following things :

Enter a customer id like this 001 etc and then name of customer in this tabs :

 In general we fill the following things like contact, address, country, email, telephone and bill to address in which you given different addresses and sale tax , customer type, etc.

 In sales defaults :

 GL sales account : enter a General Ledger account for the default sales account for this customer. The delivery method ,pricing level in which we set the price of product and Sales Rep: You can enter the sales representative that has contact with the customer. In open PO # contain the number of order or order number, etc.

In payment defaults , enter the customer’s billing address ,and cardholder’s name , and select your desired options from the Payment Method and Cash Account lists. Allows you to enter a default credit card number to use for this customer,and the expiration date , etc .

To enter custom field information selected customer record, select the Custom Fields tab in the Maintain Customers/Prospects .

In history we fill the following things :

In Customer Since: enter the date when you first made a sale to the customer,Last Invoice Date: is the date of the last invoice you sent to the customer,Last Invoice Amt: is the amount of the last invoice,Last Payment Date:  is the date of the last payment you received from the customer,Last Payment Amt:  is the last payment amount you received from the customer and Last Statement Date: is the date of the last statement you sent to the customer.

                       Default information

How to open a default information of customer :

First click on the maintain button and click the option of default information and then open a sub menu and click on customer :

When you click on customer this window will appear :

In customer default these are the following options :

•         Payment terms
•        Account aging
•        Custom fields
•        Finance charges
•        Pay methods

In the payment terms we fill the standard terms ,GL sales account and Discount GL account :

In account aging ,we fill the information about invoice date, due date and fill the aging categories .

Custom fields can used to enter extra information about customers .       

In finance charges , we enter the data about finance charges ,interest rate and atc .