HOW TO MAINTAIN CUSTOMER PROSPECTS

After we have setup a company and chart of account now its establish subsidiary ledger for accounts receivable. Use the Maintain customer prospects window to enter.  This is the customer information window. These windows provide the information how to maintain a customer prospects.

Following window will appear

In maintain of customer prospects of General we write the customer ID than NAME of company. In      contact we write the name of customer. We write all information about customer like address, city, and name of country. In the box of customer type we write the nature of customer like “cash or credit” base.

General tab

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Customer prospects header field

Customer header field located above the folder tab of maintain customer prospects window.

Sales default tab

In the next step, maintain customer prospects of sales defaults we recorded the sales representative. In open P.O NO mean purchase order when we can not recorded in manual we recorded in computer Peachtree software. In ship via we write the name of company who working in foreign. In price level we set the price level and differentiate the cost and price level.

Payment default tab

To setup customize receipt setting for each customer record, select the payment default tab in the maintain customer/ prospects window. you can change this information at the transaction level, if necessary.

The step, maintain in customer prospects of “payment defaults” is not suitable because this step is connected in bank accounts.

Customer default tab

The final step of maintain customer prospects “history”. In this step we recorded the history of customer like last invoice date, last invoice payment, last payment date, last payment amount, last statement date etc and balances…….

History tab

Select the history tab in maintain customer/prospects window. When entering a new customer, you can enter information on this tab. once you save the customer record; this tab is display for only purposes.

Customer since

                           This is a date when you first made a sales to the customer.

Last invoice date

                           This is the date of the last invoice you sent to the customer.

Last invoice amount

                            This is the amount of last invoice

Last payment date

                            This is a last date of payment you receive from customer.

 

    Last payment amount 

                                      This is a last payment of amount you receive from customer.

Last statement date

                                    This is a last statement of date you sent to the customer.