Customer Prospects in Peachtree

Now  to register and manage the customer accounts goto the maintain option on the top toolbar and select customer/ prospects

By clicking the following screen would appear

The first box is for the entering of the customer id this would be entered into the same way as the id was assigned to the chart of accounts in numeric form then press tab the curser will automatically come to the name box in which the name of the customer should be mentioned to recover by name. Then fill all the fields required by the dialogue box bit all info is not mandatory. You just have to fill the name and id section and the sales account for saving an account of customer. Now click on the sales default button we will se the following screen

Now cover all the fields inquired in the table the general ledger sales account is very imp to fill for saving the post box no issued to the customer. Then if the goods have to be transferred to the customer by any mean , mention that mean select it from the drop down menu provided in the box of “Ship via” . if the goods are resold or there is any resale activity mention the voucher no of the resale receipt. Then mention the price level that has been set for that particular customer. And then at then at the end mention the discount offered to that customer by clicking on the arrow infront of Terms: the following screen would appear

In this screen set the terms of discount and press ok the system would automatically set the terms of discount.

Then click on the next flap named as Payments default following kind of screen would appear

Now this section deals with the modes of payment by the customer. The part deals with the payments made by credit card enter the card holders name, address city and zip code country of origin of card the credit card no and expiry date of the card. These all sections deal with payments made by the credit card

In the next phase the payments can be accepted by cheque  just by selecting cheque from the dropp box of payment method and then enter the cash at bank and cheque no.

If cash has been paid by the customer then select cash  from the payment method

Then after mentioning the modes of payment click the the flap of custom fields following window would appear

In this provide the fields required the extra or additional info provided by the customer canbe mentioned here .

After filling all such fields click on the last flap of history  the following window would appear

This shows the history of all the customers the last invoice date last payments and statements of accounts the table shows all the period history of the customer and total sales done to him and cash received by him