49 - Adding Customers in Peachtree
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| Adding customers in Peachtree is as same as adding vendors, this video will take you through steps to follow when adding new customers to Peachtree application. A new option of prospect is as well discussed, where added customers haven’t transacted before, but can be a prospect in future, so can be sent sales offers or brochures etc. users will as well learn about applying sales tax to particular customers. We will as well see how to enter different addresses for customer as well discuss the history tab where customer transactions history is recorded. Finally we will enter payment and credit information, where customer's credit card information is entered for automated payments, or can allocate different payment method as well learn to set up terms and credits for individual customers. | |
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Last modified: Monday, 19 October 2015, 4:11 PM