Customer’s prospects in peach tree

First open the peach tree software then click the maintain menu. A drop down menu will appear then click the customer prospects 

A window will appear like this

In General Tab we fill the customer id
Name of the customer, address country, customer type ETC

In Sales default we can records the customers sales and select the G/L account from charts of accounts

In Payments default, we records the credit payments for the customers and its credit card numbers

In custom field, if we can any change in default menu , a custom field is shown here

In history we can write the invoices date, amount, last payments date and its amount of the sales and click the save button ....

Customers default information…….. Peachtree

First open the Peach-tree set-up, in this you click the option of maintain, press default information and then press customers...

The customer default window will appeared. In this you can build all your customer records. In this window there are many options like payment terms, account aging, custom field, finance charges and pay methods.

Payment term is used for customers recording. Select one of these to tell you the mode of payment.

Net due:  Enter number of days

Discount in:  Enter the number of days if payment is made before the date in which you allow customer to get discount.

Discount the payment is made within the discount days

Credit Limit, It is the total amount of credit

G/L: Accounts tells the sales income

Discount G/L account enter the sales discount

Aging is the range of days and column headings for the accounts

Custom fields are used to enter the information about the customers. It can change the  names of accounts 

according to your choice 

Finance charge is used to enter the charges required to charge on overdue amount by the customers and then click OK