Quantity Price Breaks

About, Knowledge Base

This article provides instruction and information on the following: How to set up a prompt for a Quantity Price Break How to set up a Quantity Price Break How to create the Quantity Price Break List report How to set up a prompt for a Quantity Price Break  When set, the Quantity Price Break prompt […]

Quotes

About, Invoice/Quote, Knowledge Base, Process, Setup

This article provides instruction and information on the following: How to create a quote How to create a quote for services and repairs How to add parts and labor to a quote How to add a new part number to a quote after it is created How to automatically number quotes How to sell items […]

Stored transactions

About, Invoice/Quote, Knowledge Base, Process, Setup

This article provides instruction and information on the following: Overview Stored Transactions notice How to create a Stored Transaction How to recall or delete a Stored Transaction How to suspend a Stored Transaction How to create a Stored Transaction report Overview In Paladin’s Invoice/Quote module, in the Store Transaction window, you can enable the following […]

Email statements

About, Knowledge Base, Process, Setup

This article provides instruction and information on the following: How to set up Paladin to send email statements How to email a statement Set Email delay How to print a message on emailed statements How to set company name in emailed statements Itemized Excel spreadsheet added to email statements How to turn off Excel attachments […]