How to maintain customers default information in Peach tree.

                                How to maintain customers in Peachtree.

First you have to go on maintain menu and go to the default information and then click the title of customers.

This is the menu of customer default. In this menu there are different tabs.

The first is payment terms.in payment terms the software will ask you different fields.

first tab is Cash On Delivery (C.O.D). its means that when you deliver the goods the cash will receive on the spot.

The second tab is prepaid. Prepaid means that the customer is giving you the money in advance.

The third thing is due in number of days. In this menu the software will ask you about what day the net due in.

Then there is the field of discount in. in this field if the customer manage to give the cash on net due in then he or she will receive a discount which you already mention in the software. In cash receive then the software will automatically generate a discount invoice. And there is a credit limit field. in credit limit the software will ask you the limit of credit. Like if you have set the credit limit of
RS 2500. Then the software will warn you that this customer credit limit is end.

Due on day of next month. In this field 

the software will ask you the that on what date of the next month you are giving extra to the customer.

The final field is due at end of month. In this field the software will uncheck the field of due. It means that if we are giving delivery of goods on the start of the month then the customer is giving you the money at the end of the month.

The next Tab is account aging. In account aging means that you are going to calculate the age of bad debts. If you are aging the bad debts at the basic of due date then check the box of due date, and if you are on the invoice date then check the invoice date. Then there is aging catergories. There are 4 column in which you will fill the duration of aging the bad debts.

The next tab is custom fields. In this you write the second information of the contact, reference, mailing list, multiple sites. These fields gives us the extra information of customers. And these fields can b changed according to you desire.

The next tab is finance charges. In this menu if we have sell some goods on credit and the customer is not giving us the money on time then you can use these fields to charge the interest on that customer. Like in first field if the balance of customer is 10000 then you can charge the annual rate of 10%.

.

The last tab is pay method. In this tab you can select your mode of payment. Like if you prefer you do transaction on credit card then you can select visa or master card.

You can select almost 10 mode of payment which you suits.