Default Information Customer

 First of all we open Peachtree software and the we will move the courser on the Maintain an then click on it on then we gone the option on the Default Information and click on this point and the we have more options and the we select the first one option “Customer..”

Here, we can see in this picture all the procedure who already discussed in above. Now then we click on the Customer.. option then appear a new window which the name is Customer Default. This window has a different heads like Payment Terms, Account Aging, Custom Fields, Finance Charges and last one is Pay Methods.

Now we discussed all heads one by one,

Payment Terms:

            In payment terms head we have different terms like Standard Terms and Set Default Terms for sales, and sets Default for Credit Limit.

In standard terms we also have different options like C.O.D., Prepaid, Due in number of days, Due on days of next month, Due at end of month. Now we can select the anyone Radio Button which is required for you. And then the move on the next term which the name is Sets Default Terms for Sales, and sets Default for Credit Limit. In this term we also have different options such as Net Due in, Discount in, Discount %, Credit Limit: . Now we can see also two accounts like GL Sales Account and Discount GL Account.

Net Due in: Net due in means the selected days in which the we return the specific goods/money. Its depends on us how many days selected.

 Discount in: The word Discount in shows that if the goods/money we return in required days then we will take discount on this item, depends on us how many days selected for discount.

Discount %: This is percentage on discount and also depends on us how much % selected.

Credit Limit: Credit limit means that how much give the credit to the customer on amount.

Two accounts which is provided in this window and we can see search buttons, now we click on the search button and select the sales accounts.

Account Aging:

            Under the head of account aging  we decide the Age Invoice and Aging Categories . In the heading of Age Invoice we have two option 1. Invoice Date and 2. Due Date and now anyone check the radio button.. And the heading of Aging Categories we  have different column and we have selecting days column its depend on us that how many select column and days.

Custom Fields:

Custom fields can be used to enter extra information about customer. In this fields we have to main heading Field Labels that’s show different labels which is provide to different options these options we can change. And the second heading is Enabled the enable box must be checked for text to be entered. And if not the check these boxes then we will be saw that the text box not show.

Finance Charging:

            In the head of Finance Charging first of all we can see a check box and we checked this box. And the we move on the other options and we decide the number of invoice and select the days overdue, and then we chose the Annual interest rate, and then we chose the Interest rate if the balance above that and on the last option we select the Minimum finance charges..and then we select the check box of charge interest on finance charges, if we check this box then we will be provided a invoice. And then we create the GL Account the name of account is Finance Charges. And in last we have another check box and this is our chose that we see select the box or not.

Then we click on the Ok button and then the window automatically closed :) .