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 discussed appear on the receipt.

1. In Paladin, from the main menu, select File > Setup.
2. Select the Forms tab.
3. Optional: In the Form Information pane, enter information in any of the following boxes:
   • Advance By-Line 1 (and optional Advance By-Line 2)
   • 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 boxes)
   • Invoice/Receipt Description (or accept INVOICE as the default)

4. Optional: In the Logo pane, click Upload, and 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.
5. Optional: 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.

6. Optional: In the QR Message 1 box, enter your message (and optional additional information in the remaining numbered boxes).
7. Click Save, then click Close.

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

Figure 1: Customized receipt values

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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. Open the General tab.
4. In the Item Information pane, in the Autotext box, enter a message.
5. 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 appear 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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