Step 1: Fist we open Peachtree Accounting Software and then we open our company which we have already made in Peach tree. After that select “Maintain” from toolbar and click “Customer/prospects” as Follow.

            

Step 2: After selecting “Customer/prospects” option following window will appear:

      

Step 3 : Now enter Customer ID, Name of the Customer, Address and telephone number as show below:  

           

Step 4 : After that click on Sales Default button. Following window will appear :   

           

In this window enter general sales account, purchase order, resale number and pricing level.

Step 5: After that Click on payment default button as follow :

            

It shows the Address that we previously enter and credit card number and expiry date if  customer is dealing in credit card.

Step 6 : After that click on “Customer Field” option as shown below:

        

Enter Customer second contact and also do the changes in the existing fields.

Step7 : After that click on the history column.

             

It shows the last invoice date,last invoice amount,last payment date,last payment amount and last statement date.


                                                                       Customer Default

                 Setting up Customer Default Information

STEP 1: First open peach tree accounting software and company that you have already made. After that select “Maintain” option form toolbar, then click on Default information and customer as show below.

                                    

STEP2: Customer Default window will open as shown below. There are five tabs e.g Payment Terms, Account Aging, Custom Fields, Finance Charges and Pay method. First Tab Payment Terms includes C.O.D (cash on delivery), Prepaid (payment in advance), and Due in number of days (Payment), Due on day of next month (payment), Due at end of month (Payment).

                                       

Step 3: Next is Account Aging. We can select Age invoice by Invoice date or Due date. Next option is Aging Categories. There are four column, number of days, and column heading.

                                     

                                

Step 4: Next is Custom Fields and it can be use to enter extra information about the customer.

 

                

e.g. Second Contact, Reference, Mailing List, Multiple Sites etc.

Step 5: Next is Finance Charges. There are three options, On invoices, Charge interest on finance charges and Appears on invoice and statement as.

                                     

                                      

Step 6: Next is Payment method. There are 6 payment options : Cash, Check, Visa, Master Card, AMEX and Discover.