How to insert subtotals on an invoice

Invoice/Quote, Knowledge Base
When items are added or removed from the invoice, subtotals will be automatically adjusted.  The subtotal is calculated from the previous subtotal.  If no prior subtotal exists, the subtotal is calculated from the start of the invoice. In the Invoice/Quote module,...

About Profit Analyst

About, Invoice/Quote, Knowledge Base
The Profit Analyst shows you the cost, profit and margin for any line item in your invoice (Current Line values) or quote and  for the total (Invoice values). Store owners and managers can use this information to fine-tune complex quotes and when special pricing is...

How to access the Profit Analyst

Invoice/Quote, Knowledge Base
Note: An employee cannot use Profit Analyst unless they are explicitly given access. Learn more:  How to give an employee access to the Profit Analyst In the Invoice/Quote module, highlight an invoice or quote item. Do one of the following: Right-click the line item,...

How to make a bag sale transaction

Invoice/Quote, Knowledge Base
In the Invoice/Quote module, on the Checkout tab, scan all the items that the customer has placed in the bag that are applicable to the same discount. Click the first line in the invoice to highlight the line. Scroll down until you see the last item scanned, and then...

How to charge a purchase to BlueTarp®

Invoice/Quote, 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...