How to maintain customers prospects in Peachtree accounting software?

How to maintain customers prospects in Peachtree accounting software?

Open your company and go to the maintain menu and click on customers prospects. It will open up a window as shown below:

Brief information has to be given about the customers. First of all we have GENERAL tab. In this tab, give the customer ID and name. After that give contact name of whose behalf you are selling or purchasing goods or services. Address and contact number should also be mentioned. In this tab there is a ‘customer type’ space, it helps you to search your customers.

Go to next tab, SALES DEFAULTS and window is like this:

Now give the sales representative name, general ledger sales account, pricing level, etc information and then go to PAYMENTS DEFAULT.

Now provide the payments methods how you wish your customer would pay you. It can be on cash basis or accrual basis. After that go to the next tab, CUSTOMER FIELD to prepare 5 types of option and select any one of our choice.

Finally you have history of your loyal customer and his previous records.

Up till now you have properly learned to prepare the customers prospect. This is all about maintaining the customer’s prospect in Peachtree accounting. Thank you!