How to set up percentage discount for a customer

Customers, Knowledge Base, Setup

This procedure shows you how to apply an overall percentage discount to a customer’s account balance. If you prefer a more flexible approach, you can set up trade discounts that can be limited to specific departments or classes and that are also applied to individual customers. To learn more, see How to set up and […]

How to set up and apply trade discounts for customers

Customers, Knowledge Base, Setup

Trade discounts give your best customers a discount on their monthly statement. Trade discounts are set up as pricing plans. This allows you to selectively discount specific departments or classes and require that the discount meets the minimum margin for each item. You can create multiple trade discounts and selectively apply them to each customer […]

How to set up a prompt payment discount

Customers, Knowledge Base, Setup

Prompt payment discounts encourage your customers to pay their account balance quickly. To apply a prompt payment discount, you must apply the discount to each individual customer account. Discounts can be applied in two ways: Trade discounts: These discounts use the pricing plan feature and are assigned to a customer account in the Customers module […]

Paladin Settings: Receivables tab

Knowledge Base, Setup

The Receivables settings control how monthly statements are generated in Paladin.  To access these settings, in Paladin, on the File menu, click Setup and then click the Receivables tab.     Setting  Description  Enable Statement Generation  Turns on statements.   Requires Paladin Support  Invoice Hold When  Prevent customers with a past due balance from making a charge payment when the payment is overdue […]

How to remove older quotes automatically

Knowledge Base, Setup

IMPORTANT: Deleted quotes cannot be restored. The utility that deletes old quotes based on your criteria runs once a week.  To delete quotes automatically after a set number of days, do this: On the File menu, click Setup. Click the Invoice (Store) tab. In the Delete stored quotes after days setting, enter the […]

How to turn off Excel attachments for emailed statements

Knowledge Base, Setup

By default, email statements include a PDF statement and an Excel spreadsheet with this information on separate tabs: Statement Information – store information and statement summary. All Transactions – an itemized list of the customer’s transactions organized by project. See images below for examples. If you do not want to include the Excel spreadsheet, do […]

How to add accounting software account names/numbers to the GL Summary Report

Knowledge Base, Setup

Follow these steps to assign the account numbers/names in your accounting software to Paladin accounting categories so that they are included when you export general ledger data. Note: If you are exporting to QuickBooks, use this article instead. On the File menu, click Setup. Click the Accounting tab. In the Paladin Configuration window, click the Accounting tab. For each […]

How to set the minimum margin for a department

Knowledge Base, Setup

Click File, and then click Setup. Click the Dept tab. If you have multiple stores, in the list of stores, highlight the store where you want to make the change. If you have multiple stores, in the list of stores, highlight the store where you want to make the change. In the list of departments, highlight […]

About Trustwave

INTERNAL, Knowledge Base, Setup

Trustwave is a cybersecurity and managed security services provider through Worldpay that helps merchants maintain PCI compliance. To maintain PCI compliance, Trustwave customers must periodically fill out a questionnaire and may call with questions. How to contact Trustwave Trustwave Support: (800) 363-1621 https://www.trustwave.com/ How to handle client requests for help with Trustwave: If a client […]

How to automatically number quotes

Invoice/Quote, Knowledge Base, Setup

A configuration setting lets you automatically number quotes for easy reference. Quote numbers are added to a Note line item when you print or store the quote. If you store the quote, the number is also appended to the quote’s Memo text. This allows you to quickly find the quote by number in the Recall Transaction window.   To turn on this […]

How to add a custom message on emailed receipts

Invoice/Quote, Knowledge Base, Setup

Your custom message will replace this default text: Your invoice from is attached. Thank you for your business. On the File menu, click Setup. In the Paladin Configuration window, click the Forms tab. In the Invoice Email Message box, enter your custom text. Click Save and then close the Paladin Configuration window.  

How to adjust the volume on a Lane 7000

Knowledge Base, Setup

On the Lane 7000 keypad, press 2634 and then press the F key. Tap Control Panel.  Tap Terminal Settings. Tap Human Interface. Tap Beep and then select Beep on Key Press. Tap Volume. Use the pen to adjust the volume and then press the green circle to set volume. On the keypad, press the yellow Back button, […]