PeachTree Accounting Training

Selling Your Products and Services

Adding Customers

Customers can be added to your Peachtree Accounting System by selecting “Customers & Sales” from the menu on the left side of the screen, then “Customers” in the “Customers & Sales” pane.  Choose <New Customer> from the dropdown menu.  You will be taken to a screen that allows you to enter new customer information.  Note that required fields are denoted by an asterisk.  If you are entering only one new customer, click <Save> in the upper left side of the screen just under the primary menu when you are finished entering information.  If you have additional new customers to enter, click <Save & New>.

You may view and edit existing customers by selecting <View and Edit Customers> from the dropdown menu under <Customers>.  Locate the customer you wish to edit by scrolling through the table or searching for it using the customer name or id.  Click <Open> on the toolbar at the top left side of the screen just under the primary menu.  To delete a customer, click <Delete> on the toolbar at the top of the screen.

To enter an event for a customer:

Select <Event> from the toolbar in the upper middle of the screen just under the primary window.  A popup will appear and you will then be able to enter call, letter, or meeting information as well as comments.  When you are finished, click <Save> on the menu bar at the top of the popup or click <Recur> to schedule the event as a recurring one.

It’s also possible to setup defaults for customers.

To setup customer defaults:

Select <Setup Customer Defaults> from the dropdown menu under “Customers.”  You may then customize customer defaults.  Click <Ok> when you are finished.

To write letters to customers:

Choose <Write Letters to Customers> from the dropdown menu under “Customers.”  Under the “Forms” tab, choose “Customer Labels and Letters” in “Form Types.”  You may then either create a new template or choose from a list of existing letter templates.  After you select your letter template, select <Send Letter> or <Edit Letter Template> at the bottom center of the screen.  It’s also possible to send letters to customers from the individual account information screen under “View and Edit Customer Information” by selecting <Letters> from the toolbar at the top of the screen.

Leave a Reply

Your email address will not be published. Required fields are marked *