How To Maintain Coustmer Accounts

“MAINTAIN CUSTOMER RECORDS “

To maintain customer records we will open the Peachtree Software. Then open the existing company and go to the maintain option and select the customer/prospectus option as shown below:

A new window will appear showing the information in which we can, change and store all information about companies and people to whom you sell goods and services. You can also enter information about companies and people with whom you would like to do business. For customers, this includes information such as:

·        General

·        Sales draft

·        Payment details

·        Custom fields

·        History

To see any customer information we will write the customer “ID” in the Customer header fields that are located above the folder tabs of the Maintain customer/prospectus window. This is where you enter lookup information about the customer such as the customer ID, name, and status as shown below:

In this we give customer information like

Address

Contact number

E mail address, fax, beginning balance etc

 

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 The next head that is sales defaults.

In this we have to fill the information about

1       Sales Rep: If buyer is dealing through any sales person then this option will help you to fill out by sales representative name.

2.       GL sales Acct: This is general ledger sales account. In order to fill this option you have to select “Sales Account” by clicking on the search button which is next to the filling row and before this you need to verify that Sales account is already exist in “Charts of Accounts”.

3.       Open. P.O: This is the purchase order number of the customer.

4.       Ship Via: here you can select the shipping medium that would be use as a primary shipment to the relative customer.

Now we will select the payment tab:

In the payment tab customer is willing for payments through Credit Card, then this tab needs to be filled at least by the info Cardholder’s Name, Credit card Number and Expiration Date.

After completing we will go to the custom fields tab in which we can give the second contact, reference, mailing list, multiple states.

After that we will go to the history tab and the following window will appear showing the following information:

Customer Since: It 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 Invoice Amt: This is the amount of the last invoice submit.

Last Payment Date: This is the date of the last payment you received from the customer.

Last Payment Amount: This is the last payment amount you received from the customer.

Last Statement Date: This is the date of the last statement you sent to the customer.

HOW TO MAINTAIN DEFAULT INFORMATION

First we open the Peachtree software and open our existing company. Then click on the option “MAINTAIN”

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Then open “COUSTMERS” by clicking on” DEFAULT INFORMATION. This will appear.

In “PAYMENT TERM”

Choose due in number of days.

Fill the necessary option. Credit limit will be according to due date. Like 2\10, n\30

As costumers is related to sales fill the last option by sales.

Then ACCOUNTING AGING

Click on option due date and move on.

Then costumer field

Fill the first blank with second contract and rest will remain same and move on.

Then in FINANCE CHARGES

Fill the finance charges according to you and due date.