How to create a mid-month statement

Knowledge Base, Reports
On the top ribbon, click the Reports tab. In the Report Area pane, click Accounts Receivable, and then click Statement Generation. In the Report List pane, click Mid-Month Statement Generation. In the Report Description pane, click F12 Next. In the Report Settings...

How to create the Customer File Export report

Knowledge Base, Reports
You can export Paladin Point of Sale customer account information for both active and inactive accounts. The following customer type details are provided in these spreadsheet columns: Customer Type ID: The integer ID assigned to the customer type in Paladin Point of...

How to refund credit on account

Invoice/Quote, Knowledge Base
On the top ribbon, click the Invoice/Quote module. In the Invoice/Quote tab, in the Customer list, select a customer. On the bottom ribbon, click Account Payment or press F5. In the Amount of Payment box, enter the credit as a negative amount.  Example: -25.00 Press...

About Round Up for Charity

About, Knowledge Base
Do you or would you like to raise money for local causes or a well-known charity? Would you like to do your part in helping a community hit by a natural disaster? Are there charities that are meaningful to you and your community that you’d like to support? If you...

How to set up the Round Up for Charity feature

Knowledge Base, Setup
Turn on the feature On the File menu, click Setup. In the Paladin Configuration window, click the Charity tab. In the Charity Options pane, select the Enable Roundup for Charity tab. Click Save. Add charities On the Charity tab, you can add pre-defined charities and...
Page 1 of 3512345...102030...Last »