HOW TO MAINTAIN CUSTOMERS RECORD IN PEACH TREE SOFTWARE

First press the button or tab of “maintain” following options will appear from which you have to select “customers\prospects”

After clicking the customers/prospects option the following window will appear:

  Following section of window is called as HEAD. To create new customer profile we need to fill the following 3 sections which are compulsory to precede further. Which includes customer id name and the 3^rd one is GL sales account in sales default tab.

Which is shown as under:

Sales defaults tab

To set up unique purchase transaction defaults for each vendor record, select the sales defaults tab in the Maintain customer window you can see the payment terms, you can change the default settings and set the payment plan as per your requirements by clicking the number which is next to terms button.

Payment defaults tab

After filling the sales default tab options then click on payment defaults tab to proceed further; the payment defaults tab would look like this first you have fill the information of the customer who is on credit the following highlighted options must be filled in order to maintain credit customer record.

You can also set the receipt settings by unchecking the receipt settings options to choose the payment method of customer.

Custom fields tab

This tab gives you number of options to make changes as per your requirement as you can see in the image the is showing the options like 1. second contact, reference etc you can change these labels as per your business requirement.

History tab

History tab gives you the past record of your customer for example the last invoice date, last invoice amount.

Default information

In this window first we go on maintain menu after that put your cursor on default information the sub menu of customer will open and we will click on it as shown under:

After clicking the customer option following window will appear in which there are 5 options: in which first rectangle showing cash on delivery and prepaid which have no discount. While in remaining three options we can give or receive according to the decision of both parties.

Account aging is telling you about the chances of non payment by any customer, this tab which is highlighted telling you about number of days of payment.

Custom field tab is used to add further information of customers and you can change these options of custom tab according to your requirement.

This tab is telling about the extra finance charges which you had to pay in case you unable to in due date and there is also minimum finance charges if the payment is less than amount which you had fixed that you would not pay any type of interest.