Maintain Customer or Prospect in Peachtree

First of all, starting maintaining the customer or business’s prospects account, we will look for the maintain option in which customer/prospects option lies.

From the maintain option, very first option is of the customer clicking to which the following window would appear.

Here in the above drawn one can find easily several empty columns and fields.The very first requirement is of the customer ID. This area should contain a unique number or alphabets or combination of both. But make sure it doesn't match to two customers. Otherwise the system will not save the information.

The second must requirement is of the customer name. Again, it should be entered and enables user to find them when they need it. The customer record will not be saved until unless the GL Sales Account field is not entered. The following message will be displayed that “is not a legal general account.”

The basic information that we have to provide in sales default the general sales account.

here we click on the beginning balance written on right below side of the window and following  screen will appear:

here we will write the beginning balance of our customer but careful about the company selected, like in above screen the invoice is of customer of the company.