Maintain Customer Prospects

Maintain Customer Prospects

After maintaining charts of accounts, click on maintain option, then we see customer prospects, and then click on this and this window appears.

Now on general tab, we have to fill following information:

Customer’s id

Name

Address

Contact

Zip code

Now we click on sales defaults tab. In G/L sales accounts, we have to select sales for default of sales account.

Now we click on payment defaults tab, we have to fill the following information:

Cardholders name

Address

Country

And also fill information about the payment like expiration date etc

In this tab, we have to give the information of second contact, reference, mailing list etc

In this tab, we have to give information about last invoice date, last invoice amount etc