Peachtree Accounting

How To Maintain Customers & prospects

First of all open the Peachtree Accounting Software. And then clicking the “open and existing

Company”.

ü  Name and address information, including separate billing and shipping information, e-mail address, and Web site address

ü  The date of the last invoice, statement, and payment received

ü  Sales history, including year-to-date and period-to-date sales and monthly totals

ü  The usual sales account used for this customer

ü  The customer's beginning balance.

Following  window will appear:

Uper level of given below window is called Header  $ Tabs. And this window have secen options.

First option is “Customer ID” this option is compulsory to fill in the blanks also finding option are given. Second option is Name etc .

General tab

This is  General information about the customer like as contact information, address, phone and fax numbers, sales tax code, and beginning balances, select the General tab in the Maintain Customers/Prospects window.

 

Sales Default Tab

Sales Defaults tab in the Maintain Customers/Prospects window. We  can change this information as per transaction level.
Sales Rep: You can enter the sales representative that has contact with the customer.
G/L Sales Account: Enter a General Ledger account for the default sales account for this customer.

Open Purchase Order Number: Is using of the customer.

Ship Via: You can select the primary shipping carrier you want to use to ship items to this customer.

Resale #: If this customer purchases items for resale, enter the resale number here.

Price level :Names are set up on the Price Level tab of the Inventory Item Defaults window.

Terms: You can choose to use the standard customer payment terms set up in Customers.

Form Delivery Options, Delivery method and CC Sales Rep are given options etc.

If we not this fill the column of GT. Sales Acc. (GENERAL LEDGER SALES ACCOUNT) then the illegal account. So if we save this account without fill this account. So this column is compulsory to fill

  .

TAB PAYMENT DEFAULTS: They used for Credit card whose transactions are to be via credit card.

Then we fill the Adress , City Zip Code and Country Name.

Customer Fields. In this window the information of customer and we can says that second customer on the behalf of first customer to goods transaction. There are five options in this Customer Fields.

History. We can see the time period of you first made a sale to customer. And also see that last invoice to send to customerWhen entering a new customer, you can enter information on this tab; once you save the customer record, this tab is for display purposes only.
Customer Since: This is the date when you first made a sale to the customer.
Last Invoice Date: This is the date of the last invoice you sent to the customer.
Last Invoice Amt: This is the amount of the last invoice.
Last Payment Date: This is the date of the last payment you received from the customer.
Last Payment Amt: This is the last payment amount you received from the customer.
Last Statement Date: This is the date of the last statement you sent to the customer.

Then we enter the customer beginning balances. We can enter the beginning balances for any customer at any time.

Then we check the customer balances.

Customer ID

Name

Amount