Maintain Customer or Prospect in 

Peach-tree

After setting up a company and its charts of accounts in Peach tree  now it’s the right time to create subsidiary ledgers for Accounts Receivable. Here we will not only enter our customers’ information but also of those with whom we would like to do business (prospects).

First of all, starting maintaining the customer or business’s prospects account, we will look for the maintain option in which customer/prospects menu exist.

From the maintain option, very first option is of the customer clicking to which the following window would appear.

Here in the above drawn one can find easily several empty columns and fields.

·        The very first requirement is of the customer ID. This area should contain a unique number or alphabets or combination of both. But make sure it doesn’t match to two customers. Otherwise the system will not save the information.

·        The second must requirement is of the customer name. Again, it should be entered and enables user to find them when they need it.

·        The customer record will not be saved until unless the GL Sales Account field is not entered. The following message will be displayed that “[] is not a legal general account.”

j Header field:

The main field shown below is called the header field. It contains the customer ID and name.

 For ID there’s a maximum limit of 20 numerical values and it should be unique for every customer. In order to look for the existing customers, one can select to look up the desired customer.

General Tabs:

The below drawn image reflects the general tabs. This tab is used to enter the basic information of the customer. For example, customer addresses, contact number, fax number, sales tax number and website. 

   Sales Default Tab:

    After completing the customer details one can’t save the changes until unless we dun enter the GL sales account no.which is by default compulsory to enter. 

 

   Payment History:  

   The payment history includes information of the person from whom the payment is collected.

   for example in a credit card payment mode, it would include the cardholder name, card number and expiry

   date of the card number.  

  Custom Fields:

   In this field, company can incorporate any information that it needs for customers. 

   Examples include second contact information, mailing list and references.

   History:

  This tab provides information about the history of all customers.

  Any type of information regarding customers can be easily accessed through this tab.