How to view a customer’s emails in Excel

Customers, Knowledge Base
The View in Excel feature automatically creates an Excel view of frequently-requested customer data, which elimnates the need to transcribe the information manually. From Excel, you can easily print, email, and share this information with the customer or other...

How to view a customer’s projects in Excel

Customers, Knowledge Base
The View in Excel feature automatically creates an Excel view of frequently-requested customer data, which elimnates the need to transcribe the information manually. From Excel, you can easily print, email, and share this information with the customer or other...

How to print a receipt from the Invoice Report

Customers, Knowledge Base
Note:   The Invoice Report will produce the last 100 invoices that were processed on a specific terminal. You can select an invoice, and then print the receipt. Open Paladin Point of Sale. On the top ribbon, click the Invoice/Quote On the bottom ribbon, click Advanced...

How to set the default customer ID

Customers, Knowledge Base
On the top ribbon, click the Customers module or press Alt+2. On the bottom ribbon, click Advanced Lookup or press F1. Search for the customer, and then click Select Customer or press F8. Click the Electronic tab. A list of IDs for this account will appear in...