Maintain Customer /prospectors

Maintain Customer /prospectors

First we have set up a company and chart of account. Now its time to establish subsidiary ledgers for Accounts Receivable. Maintain Customer/prospector window to enter, change, and store information about companies and people . For customer and prospectors  this includes such information

Name , Address, email, sale history ,sale account , etc

Subsidiary ledgers for Accounts Receivables are maintained through  Customer/Prospect option in Maintain Menu. To do this click we will click on Maintain menu and then on Charts of Accounts.

And then click on customer /protectors

This screen will appear in which there are two part header fields and tabs

Header fields

Customer/prospectors header fields

In which you have enter ID and Name for customer and have also option to save, detect, change ,new, event the other box is TAB in which there are 5 different tabs Gernal Sale Default Payment Defaults Customer Field History

General tabs

The customer information such as contact information, address, phone and fax numbers, sales tax code, and beginning balances

Sale Defaults Tabs

Click on sale default tab this screen will appear

In which there sale representative, sale tax, open purchase order , ship via, Resale, price level

sale representative  enter the name which is post on sale paper

Sale account  in sale account we enter sale account number which we make in chart of account

Ship Via we are enter which type of company you send sale like fed-ex  etc

Resale if the costumer purchase item for resale enter number in its

Price Level there is various price level  to set the maintain inventory items

Payment defaults tabs

To enter data whose default customer to automatic deduct amount

Cardholder Name  the name of customer default

Address enter address of customer

Country the country where who live

Credit card number  in which credit card number

Expiration date in which enter date month and year

Customer fields tabs

To enter custom field information for the selected customer record, select the Custom Fields tab in the Maintain Customers/Prospects window.

History tab

select the History tab in the Maintain Customers/Prospects window. When entering a new customer, you can enter information on this tab; once you save the customer record, this tab is for display purposes only.

Customer Since: the date when you first made a sale to the customes

Last Invoice Date:  the date of the last invoice you sent to the customer

Last Invoice Amt:  the amount of the last invoice

Last Payment Date:  the date of the last payment you received from the customer

Last Payment Amt:  the last payment amount you received from the customer

Last Statement Date:  the date of the last statement you sent to the customer