Maintain Customers/Prospects:

In order to enter, change, and store information about companies and people to whom you sell goods and services click on the “MAINTAIN” from this select the “Customers prospects”.

After clicking on “customers/prospects”, the following window will be appear in your screen,

In this window three things are very important; you should fill “Customer I.D”, “Name”, and “General information”. For each customer the information on the customer i.d sill be different we cannot allocate a single i.d to every customer or more than 1 customer.

In the general information we enter basic information about the customer such as Contact, address, phone and fax number etc. in the address option only 30 alphabets or numbers can be written in a line. In “Customer Type” we mention which type of customer he/she is according to our categorizations. This Customer account is a subsidiary ledger account which will be entered in sales revenue account. We enter basic information of our customer shown below:

Sales Defaults tab:

To set up unique sales transaction defaults for each customer record, select the Sales Defaults tab

The sales default tab is shown below:

After filling on required information we will move on next tab which is “Payment defaults”.

 Payment defaults: To set up customized receipt settings for each customer record, select the Payment Defaults tab.

If you have credit card transactions then this tab will be used.

Cardholder's Name: Choose the credit card you want to use as this customer’s default, and enter the name as it appears on the credit card in the Cardholder’s Name field.

Address: in this portion you can enter the address or your customer like country name, city state zip etc.

Credit Card Number: Allows you to enter a default credit card number to use for this customer. You can enter dashes, spaces, or slashes as separators.

Custom fields:

After filling required data, to enter custom field information for the selected customer record, select the Custom Fields tab, which is shown below:

Now, to display the selected customer's current history, 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: This is the date when you first made a sale to the customer.

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

Last Invoice Amt: This is the amount of the last invoice.

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

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

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

Beginning Balances for Customers:

After clicking on this button the page will be open of customers like shown below:

In this I will select 1^st customer who is “Ali & Co.”

If you have set up your company on an accrual basis, you must enter an A/R general ledger account.

Be sure that the total amount of your customer beginning balances is equal to the amount you entered as a beginning balance in your chart of accounts for your A/R accounts.

The Invoices for tab includes the following fields:

Invoice Number: Enter the number of the outstanding invoice. This is required.

Date: Enter the date the invoice was created.

Purchase Order Number: Enter the purchase order number, if any.

Amount: Enter the amount of the invoice.

A/R Account: Enter the A/R account for this customer's beginning balances if you are using the accrual method. If you are using the cash-basis method, you cannot enter an A/R account.

 Press ENTER to move to the next line, where you can enter another invoice.

When you're through entering invoices, select the Save button.