Customize Customer messages

In Paladin, you can create messages for many purposes, including the following:

• Upsell products and services
• Broadcast upcoming events for your store or community
• Show support for local charities
• Promote in-store loyalty program
• Send customers to a webstore or social media sites
• Protect your company from liability issues by providing information, including the following:
  • Legal or compliancy notices (optional: signature required)
  • Manufacture warranty messages
  • Product warnings and notices

This article provides instruction and information on the following:

• How to customize receipt text and images
• How to create a product message
• How to create a signature message by class
• How to create a tax exemption message
• How to add a custom message on emailed receipts

How to customize receipt text and images

Note: Figure 1 shows where each of the values appear on the receipt.

1. In Paladin, from the main menu, select File > Setup.
2. Select the Forms tab.
3. In the Form Information pane, the following information can be added to the receipt:
   • Advance By-Line 1 (and optional Advance By-Line 2)
   • Company Name
   • Trailer By-Line 1 (and optional Trailer By-Line 2)
     Note: This message does not appear on the big form.
   • Footer Line 1 (and optional additional information in the remaining numbered 2 -4 boxes)
   • Logo

• • •  In the Logo pane, click Upload, then browse to the image of the logo.
    • If you want to upload a logo file, you must use one of the following image file types:
      • PNG (.png) [recommended]
      • GIF (.gif)
      • TIF (.tif)
      • BMP (.bmp) [not recommended]
    • Your logo image file cannot be larger than 450 x 110 pixels and 1 MB in size.

4. QR Code

• • In the Invoice QR Code pane, check Enable Invoice QR Code, click Upload, then browse to the image of the logo to select it.

Multi-store note: If you run the multi-store version of Paladin, each store location can upload a distinct QR code for their location.

5. QR Message 1 box, enter your message (and optional additional information in the remaining numbered 2- 4 boxes).
6. Click Save.
7. Select the Company tab.

• • In the Receipt Text pane, check Enable Receipt Text.
  • In the Receipt Text Class Number field, enter the Class number to trigger the message.
  • In the Receipt Line field (there are 4 available), enter the text to be shown on receipts.

8. Click Save, then click Close.

You can disable showing customer information and customer name on receipts by performing the following:

1. In Paladin, from the main menu, select File > Setup.
2. Select he Forms tab.
3. In the Form Information pane, check Invoice/Receipt Hide Customer Info.

Note: Invoice/Receipt Hide Customer Info must be checked to enable Invoice/Receipt Hide Customer Name to be checked. 

4. Click Save, then click Close.

Note: Hiding customer information and customer name does not function for Delivery or Full Sheet receipts.

Figure 1: Customized receipt values

If you want to customize the message on emailed invoices, see How to add a custom message on emailed receipts.

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How to create a product message

1. In Paladin, on the top ribbon, select the Inventory module.
2. Enter the part number in the Part # box.
3. Press Enter.
4. Open the General tab.
5. In the Item Information pane, in the Autotext box, enter a message.
6. Click Save.

The message will appear below the item on both the invoice and the receipt.

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How to create a signature message by class

1. In Paladin, from the main menu, select File > Setup.
2. Select the Company tab.
3. In the Signature Required pane, check Enable Signature Required.
4. In the Signature Required Class Number box, enter a class ID.
5. In the Signature Pad Line 1 box, enter the message.
6. Optional: Enter additional information in the remaining numbered boxes.
7. In the Receipt Text pane, check Enable Receipt Text.
8. In the Receipt Text Class Number box, enter a class ID.
9. In the Receipt Line 1 box, enter the message and the class ID.
10. Optional: Enter additional information in the remaining numbered boxes.
11. Click Save, then click Close.

The message will open on the signature pad and/or the receipt.

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How to create a tax exemption message

1. In Paladin, from the main menu, select File > Setup.
2. Select the Taxes tab.
3. In the Tax Exemption pane, check Require Signature for Tax Exemption.
4. In the Exemption Receipt Text box, enter a message.
5. Click Save, then click Close.

The message will appear on receipts.

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How to add a custom message on emailed receipts

Your custom message will replace this default text:

Your invoice from <your store> is attached.
Thank you for your business.

1. In Paladin, from the main menu, select File > Setup.
2. Select the Forms tab.
3. In the Invoice Email Message box, enter your custom text.
4. Click Save, then click Close.

Figure 2: Custom message on email receipt

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