How to use Email Manager to manage emails in the Customers module
Customers, Knowledge Base
When you select a customer, and then click the Email box, this version of the Email Manager lets you add, edit or remove email addresses for the customer. You can also click View in Excel to view the customer’s email address list in an Excel spreadsheet. In the...
When you select a customer, and then click the Email box, this version of the Email Manager lets you add, edit or remove email addresses for the customer. You can also click View in Excel to view the customer’s email address list in an Excel spreadsheet. In the...
How to add a SynTech FuelMaster account number to a customer account
Customers, Integration, Knowledge Base
After the Syntech FuelMaster integration is turned on, you must create an alternate ID in Paladin Point of Sale to associate each Syntech FuelMaster customer account number with a Paladin Point of Sale customer account. On the top ribbon, click the Customers module or...
After the Syntech FuelMaster integration is turned on, you must create an alternate ID in Paladin Point of Sale to associate each Syntech FuelMaster customer account number with a Paladin Point of Sale customer account. On the top ribbon, click the Customers module or...
How to create a Wells Fargo ACH payment plan for a customer in Paladin Point of Sale
Customers, Knowledge Base, Setup
If you have customers with purchases who want to pay over time, you can schedule automatic payments and not worry about managing the customer’s balance. By offering a fixed number of payments on large purchases, you can make your customers happy and increase your...
If you have customers with purchases who want to pay over time, you can schedule automatic payments and not worry about managing the customer’s balance. By offering a fixed number of payments on large purchases, you can make your customers happy and increase your...
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...
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 associate a Paladin Point of Sale customer account with a BlueTarp® account
Customers, Knowledge Base
Paladin is fully integrated with BlueTarp®, a third-party financial management service that protects your business from credit risk. BlueTarp® extends credit, takes on the risk of non-payment, and pays you upfront when your customers make purchases. If the Paladin...
Paladin is fully integrated with BlueTarp®, a third-party financial management service that protects your business from credit risk. BlueTarp® extends credit, takes on the risk of non-payment, and pays you upfront when your customers make purchases. If the Paladin...
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...
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 authorized signers 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...
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 sign up a Do It Best Rewards customer
Customers, Knowledge Base, Rewards
On the top ribbon, click the Customers module. If the customer does not already have an account, create one. In the Customers tab, in the Credit pane, in the Credit Limit box, enter zero or a fixed amount. Click the Electronic tab. In the Alternate Customer IDs pane,...
On the top ribbon, click the Customers module. If the customer does not already have an account, create one. In the Customers tab, in the Credit pane, in the Credit Limit box, enter zero or a fixed amount. Click the Electronic tab. In the Alternate Customer IDs pane,...
How to view a customer’s sale history and invoices
Customers, Knowledge Base
When EDI processing is completed, you can go to the customer’s sales history to see the Triple E invoices that are associated with the customer account. Click the Customers module or press ALT+ 2. Click the Credit tab. In the Sales History pane, click...
When EDI processing is completed, you can go to the customer’s sales history to see the Triple E invoices that are associated with the customer account. Click the Customers module or press ALT+ 2. Click the Credit tab. In the Sales History pane, click...
How to add a Triple E account number to a customer account
Customers, Knowledge Base
After the Triple E integration is turned on, you must create an alternate ID in Paladin Point of Sale to associate each Triple E customer account number with a Paladin Point of Sale customer account. On the top ribbon, click the Customers module or press Alt+2. Search...
After the Triple E integration is turned on, you must create an alternate ID in Paladin Point of Sale to associate each Triple E customer account number with a Paladin Point of Sale customer account. On the top ribbon, click the Customers module or press Alt+2. Search...
How to create a customer account for a rental service
Customers, Knowledge Base
On the top ribbon, click the Customers module. On the bottom ribbon, click Add New Customer. In the Add Customer window, enter the customer name and contact information. In the Credit Limit box, you must enter at least $1.00 to allow deposit payments to be made before...
On the top ribbon, click the Customers module. On the bottom ribbon, click Add New Customer. In the Add Customer window, enter the customer name and contact information. In the Credit Limit box, you must enter at least $1.00 to allow deposit payments to be made before...
How to assign an Avalara AvaTax™ tax exempt category to a customer
Customers, Knowledge Base
On the top ribbon, click the Customers module. Search for and display the customer account. On the bottom ribbon, click Taxes or press F8. In the Tax Window, in the State column, select None, and then click Finish or press F12. Click the Electronic tab. In the...
On the top ribbon, click the Customers module. Search for and display the customer account. On the bottom ribbon, click Taxes or press F8. In the Tax Window, in the State column, select None, and then click Finish or press F12. Click the Electronic tab. In the...
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...
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 use an Ingenico device to add or update a Flex card on file
Customers, Knowledge Base
This article includes the following procedures: How to add a new Flex card to store on file How to update a Flex card that is stored on file How to add a new Flex card to store on file Open Paladin Point of Sale. On the top ribbon, click the Customers tab. In the...
This article includes the following procedures: How to add a new Flex card to store on file How to update a Flex card that is stored on file How to add a new Flex card to store on file Open Paladin Point of Sale. On the top ribbon, click the Customers tab. In the...
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...
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...