How to Maintain Customers Prospects?

·        1^st step open PeachTree Software

·       

Click on Open an existing company.

Than click on browse choose the folder address with respect to where your company is place.

Than your software is opened

2^nd step

Select the option Customers Prospects

Than one by one fills the options

Customer id, name, contact, address, telephone 1

After that if you want to add more addresses of your customer from where you landed material, purchase, send of invoice addresses

You can click on the option Bill To Address

And get 1-9 options to add different address

Than open another window

In option GL sale account you can put account id sale account 410

Than open p. o # before the system is not computerize but now its advance and computerize

Payment default window will show your address and some other options if so needed to fill them up if he is dealing in credit card

Customer field window  to tell about the further contacts in case of any other delivery

At last history window will let you know about the transactions incurred

How to maintain the customers?

Open peachtress software

Click on the top option Maintain  than go to Default Information

And than customers

This window will open

In payment terms we can set the option according to our choice

COD means cash on delivery

Prepaid, option is given when they made payment on time with discounting

Due in number of days is a term when net due days from receiving the payment from customers with discounting and discount percentage

Due in next month is same except the option of due months

We give account number in GL account number

We give account number is discount GL account

Next tab is Account Aging

This will give the maximum limit of permanent from customers. Date can be set according to invoice and due date.

Custom field is used to enter about extra information for the customer

You can add another question, information regarding your customers.

Its annual rate

Its minimum charges

If the balance is above the payment what percentage will be charged?