Transaction Report: Monthly service charges

To create a Transaction Report showing monthly service charges:

1. In Paladin, on the top ribbon, select the Reports module.
2. In the Report Area pane, select Sales Analysis > What I Need to Know.
3. In the Report List pane, select Transaction Report.
4. In the Choose Report pane, click F12 Next.
5. In the Transaction Report window, in the Report Settings pane, in the Invoice Date row, select a Beginning date and an Ending date in the lists.

Note: If you want the total service charges for a month, select the first date of the month and the last date of the month.

6. In the Additional Settings pane, in the Keyword Search list, select Description, then enter Service Charge in the text box.
7. In the Sorting Options pane, click F12 Run Report.

A PDF of the Customer Transaction Details report opens with a series of invoices. Each invoice indicates the service charge per customer, which can be used to calculate the total for the store’s monthly Accounts Receivable.