Process Of Maintaining The Customer

First open the preach tree                                         

Then open the chart which u have made earlier

Then press the maintain button                                                                    

When you open the maintain button click on the customer/prospect

The box of customer /prospect will open                 

Write customer id & name                                           

And also write the contact, address &  telephone in general tab

                                                                                                

Now go to next tab of sales default                           

Write GL. sales Account or search from the chart

And then save it

How To Maintain Customer Default

First open preach tree                                         

Then select the maintain button

After Open the maintain button select the ‘default information’

Then in ‘default information’ select the ‘customers’ option

 Customer default window will open 

In customer default window there are few tab

Select the payment tab in this tab you can select your standard terms and mention your net dues, discounts %, and its days and also select its credit limit

In the lower section GL sales acc option is given double click it

Maintain chart of account will open in here write account id  and its description then select the account type an then save it

Then write the save id in GL sale account and also in discount GL account

Now click the account aging tab 

In the upper section there is two option given

1.       Invoice date

2.       Due date

Select the due date option in the lower section there are four column are given which have different option

Then select the customer field tab

In this tab you can write any thing in these 5 field that will show in maintain customer/prospect automatically

Now select the finance charging tab 

In this tab you can write charges

1.       Select the charge finance invoice

2.       On give the days, its interest rate, balance on above and it’s minimum finance charge

3.       Non check charge interest and write the GL account

4.       Now check print charge warning message

Then press the ok button