Maintain customer’s records
First open
the Peachtree account and open the maintain and click the customers/prospects
The new
windows has open
The customer
account has open
The all
instruction has put
Customer ID
This
identifies the customer in lookup lists, transactions, and reports. Enter up to
20 alphanumeric characters for a new customer's ID.
Name
This
identifies the customer's name on all accounts
Maintain
Customers/Prospects
General Tab:
Select this tab to set up customer contact information including bill to and
ship to addresses, sales tax information, customer type, and telephone numbers.
Sales
Defaults: Select this tab to enter the default sales rep, the default G/L sales
account, preferred shipping method, resale number, and pricing level. You can
also customize terms for this customer.
Payment
Defaults: Select this tab to enter default credit card information for the
customer, as well as the customer's default payment method and G/L account for
applying deposits from the customer's receipts.
Cardholder's
Name
Choose the
credit card you want to use as this customer's default, and enter the name as
it appears on the credit card in the Cardholder's Name field. You can enter up
to 39 characters in this field.
Enter
address; city; state; county; credit card number and expiration date
Custom
Fields: Select this tab to enter data for custom fields set up in the Customer
Defaults window.
Customer
Custom Fields
You can add these customized fields to
customer reports.
History:
Select this tab to display customer history including the most recent invoice
and payment dates and amounts.
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 Payment
Date
This is the
date of the last payment you received from the customer.
Last
Statement Date
This is the
date of the last statement you sent to the customer.
Customers Default Information
First open
the maintain and default information and click the customers
The new
windows is open is customers defaults
Customer
Defaults
Payment
Terms: Select this tab to set up default payment terms and G/L accounts for
your customers.
COD
Select this
option if you sell items COD (cash on delivery) to most of your customers.
Prepaid
Select this
option if you require most of your customers to prepay for goods and services.
Due in
number of days
Select this
option if you require most of your customers to pay invoices within a specific
number of days. For example, all invoices are due within 30 days of the
original invoice date.
Due on a day
next month
Select this
option if you require most of your customers to pay invoices by a specified day
of the month. For example, all invoices are due on the 15th of each month.
Due at the
end of month
Select this
option if you require most of your customers to pay invoices by the last day of
the month. For example, all March invoices are due March 31; all April invoices
are due April 30.
Account
Aging: Select this tab to set up how invoices are aged and what aging brackets
will be used for Accounts Receivable.
Invoice date
If you age
by Invoice Date, this will show how old each customer invoice and balance is.
Due date
If you age by Due Date, this will show how
overdue each customer invoice is. Many people choose to age customers by
Invoice Date and vendors by Due Date.
Next is a
customer’s field has customers records
Enter the
field labels enable or able
Finance
Charges: Select this tab to set up when and how finance charges are calculated
for your customers.
Charge
Finance Charges
Select the
Charge Finance Charges check box to allow finance charges to be calculated for
all customers by default, when requested. Once finance charges are applied,
they are added to your customer statements.
J L
