Maintain Customers/Prospects

 Maintain Customers/Prospects

Step 1:

After setup a new company then go to the menu of main screen you will have to click on maintain on above like this then

Step 2:

After that you have “customer/prospects…” click on it then u has this on your screen

Step 3:

Now u can see this on your maintain customer/prospects menu

Customer ID and Name this

Now in customer ID write the numerical value like 100,200 etc. 

And in name write the name of customer in “Name”

Step 4:

Then you see tabs in this like

So in “General”

There is general information like contact, address and phone number

In “sale Default”

Only you have to fill “GL Sales Acct” like this whish is give in maintain

In “Payment Defaults”

If our customer is on credit card then you have to fill this . Like which they want in this menu

In “Custom Fields”

You can enter the second contact and references etc. of customer

In “History”

Then after that you will enter the amount and invoice number and date put account receivable in “A/R Account”

You can enter the complete history of customer you have like last balances and last payments.

Now u can save the all this by pressing saves button.