How to maintain customer prospects?

How to maintain customer prospects?

 open our company cick on the maintain menu then this window is open

Then the folder is open

This window show two parts. First is upper(header field) and 2^nd is lower  (tab).

In this we enter the customer id .enter the name of the customer .and telephone number also like that

After that we click the sale default button then this window will show. In this window we enter the general sale account and in this next purchase order 

After doing all we click the payment default button then this window show. In this window show the address which we enter and also show the credit card number and expiry date .

after doing we click the next column customer field.in this we enter the customer second contact and also do the changes in existing field, 

After that we click the history column.

In this window we show the last invoice and his amount ,last payment date and last show the statement date

How to set the default information?

In peach tree soft wear .we open a company and go to the maintain menu and in which we turn on default information and click the customers point

And then this window is open

This window is for default setting .in this window we do the changes according our requirement in this window first head is the payment term in payment term further head are these cod means cash on delivery and if we click on this then show this window

We set the requirement according us.

After doing this we select the prepaid mean receive the advance amount

Next is due the number of day’s means how much day is due for the payments

Next is due on day of next month after doing this

Next is due at the end of month

Next we go to the account aging if we click the due date.

We set the all columns

We go to the custom field .in which we complete fill all the columns

Next we go to the finance charges and fill all the columns and set the price s and last charges.