Maintain Customer Prospects

First we open Peachtree Software, and then we open an existing company, then we move on Header Toolbar click on Maintain Button who provide a list of different option and then we click on this option “Customer/Prospects..”

After clicking on this option we have a new window whose name is

Maintain Customer/Prospects

In this window we have first of all two option Customer ID: and Name similarly we can see in this window different main heads like General, Sales Defaults, Payment Defaults, Customer feeds and last of one History. Now we fill these option and also fill under the General head options and then move forward other heads…

We can see that all compulsory option filled like customer id, name, contact, address etc… One option is a Customer Type this option is basically scanning type method, now this option is not compulsory bat may be in feature compulsory…Now we move on the next head who’s name is Sales Defaults.

In this window we also have different option and now we filled these option one by one.. in this window we have a option GL.Sales Acct. this option must be filled.. How we can filled this option we follow this picture I hope you can understand what I am say that….

First we click on the search icon and then we can see different accounts and then we can select the Sales Account, and then click on the OK button now we have a new window after select the sales account, we can see behind…

Now we move on the next head Payment Defaults. Here we can see that in address option already filled because in the head of General we add filled this option already.

Now we click on the next head Custom Fields. Here we have further options but these options not compulsory because we already filled first contact and address in the General.

And now we move on the last head of the History. In this head we can see that our previous activities/history already added.

Finely all steps completed and now we move on the first head General, and click on the Beginning Balance, and then we have a new window whose represents of our invoices.

And now we filled these options, how we filled these options we can see that….

In this fig. these accounts we are already prepare and now we simple select the account using the search button and after selecting then we click on the Customer Balance.

After clicking on  the customer balance we can see that total amount of account receivable will be appeared, and show  Name and  Current ID: so now we click on the Save Button and after saving all the work then we can close this window using the Close Button..