Default information about customer:

If you want to make changes in your customer account then open the Peachtree  and select the maintain option on the upper left side and click the default information and select the customers option.

After selecting the customer’s option the following window will appear.

On the above mentioned window there are 5 tabs

·         Payment terms

·        Account Aging

·        CUSTOMER FIELD 

·        FINANCE CHARGES

·         pay method

1.Payment terms:

In this tab 5 options are available first is C.O.D which means cash on delivery, the second option is of prepaid which means collecting cash before delivery. In third option Due in number of days the other options are available and you can make the adjustment which you want. In 4^th option Due on day of next month again other options are accessible and you can also make the essential adjustment. And in the last option due at the end of month means discount id available.

And at the end there are two options General ledger sales account are exist.  you put the specified “account  id” in that box if there is no account exist in the charts of account, you can make that account by double clicking on that bar

 Account Aging

 Account Aging:

By selecting this option following window will appear on your computer screen.

In this option we do the forecasting of our bad debts and we can see this tab is further divided into 2 options: “Age Invoice by and Aging Categories”

In age invoices by the invoice date is showing that we will set the date to when the invoice is generated. And by selecting due date we are setting the time when our invoice date will be expired.

The Aging Categories portion is the one where we categorize the time periods.

3.       Custom Fields:

In this tab we can change the customer information in which we can put in customer prospectus.In these boxes you can put the data of his/her representative, mailing list, reference and multiple sites.  

4.FINANCE CHARGES

This tab can be used to charge our customers with extra amount that they have delayed the payment of goods. To activate this tab 1st you will click on the check box. All the information regarding the charges will be explained here. If you want to print the statement of charges then it can also be displayed on the invoice.

5.Pay method:

Simply mention the payment method and select the appropriate method, you can add 10 methods of payments that is acceptable in your business.