Default Customer Information:

Default Customer Information:

In order to creat default customer information open peach tree software and go to maintain and go to default information and select the customer option  

by clicking customer option following window will appear on your screen. In this window have five options.

1-      Payment Terms

2-      Account Aging

3-      Custom fields

4-      Finance charges

5-      Pay Methods

In 1^st option payments term have five options 1-C.O.D mean Cash on Delivery ,2-Prepaid,3-Due in number of days, 4-Due On day of next month, 5-Due at the end of month.

software already selected option no.3^rd Due in number of days and net due in you have write the no of  days who customer pay the payment in these days and Discount in option select any no of days if which one customer pay the payment and discount% option if you want to give discount and credit limit how much credit limit of customer.

GL Sales Account: select the sales income account

Discount GL Account: select the sales income account

Select Account aging in account aging no of days.

Custom Fields :

In custom you can see different options.

Acc Dep No

Reference

Mailing List

Multiple Sites 

Finance Charges:

In finance charges have different options.

Finance charge GL Account:  click the search bar and select the account other income.

Pay Methods:

In this option ( in sales for deposit already selected by software) and click ok..

Maintain Customer Prospec

First we open peachtree software and click to maintain then open a block and select the customer/prospects 

By clicking customer/prospects following screen will appear and in customer id write customer id and 2^nd block customer name  and customer information.

After writng customer address, contact, city, country, telephone, email or website andthen select sales defaults.

By clicking sales defaults following window will appear on your screen in this window have some options in GL.Sales.Acct select customer account.

GL.Sales.Acc must select and then click save and your customer acc have saved.

After clicking save following screen will appear and customer id option show you like this. And then click Beginning  balance.

By clicking beginning balance