Maintain Customer/Prospects:

                We want to make customer account. So first we click on open peachtree software and then click tool bar on MAINTAIN to open a dialogue box:

Then we click on Customer/Prospects so open the dialogue box of Maintain customers is as show on screen:  

In this box we full the requirement of this customer who accounts are maintained. So there is two parts. 1^st tool bar of this dialogue box to show we close this box, save this account, delete this account and also show that the new account maintain and also with the help we take to help about this box. So second is first we write in Customer ID to which code are to this customer. After that we wrote the custome

r Name.

So here are five tabs in this box. First Tab is GENERAL. In General 1^st is Contact box. In contact we write the party of this company. Then second is to enter the different addresses, then open the address down list. In list there are ten addresses to select the types of address.

There are two types of addresses. One is bill to address and others ship to address. After select the bills to address then we write the address.

Then we fill the address column to write the address. Then write the City name also country name. And fill the next column to write the Telephone number and also Fax number. So wrote e-mail address and also website.

Then second tab is SALES DEFAULTS. In this Sales Defaults we fill the GT. Sales Acc. (GENERAL LEDGER SALES ACCOUNT) column to select the account which we select the account types of  customer.

If we not this fill the column of GT. Sales Acc. (GENERAL LEDGER SALES ACCOUNT) then the illegal account. So if we save this account without fill this account.

So this column is compulsory to fill.

So third TAB PAYMENT DEFAULTS. They used for Credit card whose transactions are to be via credit card.

 Then we fill the address and City name and also the country name. 

So, fourth tab is Customer Fields. In this wrote the additional customer and we can says that second customer on the behalf of first customer to transact the goods. And here wrote the Reference and mailing list and multiple sites.

  

And fifth last Tab is history. We can see the time period of you first made a sale to customer. And also see that last invoice to send to customer. 

 Then we enter the customer beginning balances. We can enter the beginning balances for any customer at any time.

 So we write the invoice number to customer. And next is date to enter the date when invoices are to be created. Then write amount of transaction. And select the account receivable account to what type of transaction are maintained.

Then we can check the customer balances.