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.
- In Paladin, from the main menu, select File > Setup.
- Select the Forms tab.
- 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)
- 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.
- If you want to upload a logo file, you must use one of the following image file types:
- 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.
- Optional: In the QR Message 1 box, enter your message (and optional additional information in the remaining numbered boxes).
- 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
How to create a product message
- In Paladin, on the top ribbon, select the Inventory module.
- Enter the part number in the Part # box.
- Open the General tab.
- In the Item Information pane, in the Autotext box, enter a message.
- Click Save.
The message will appear below the item on both the invoice and the receipt.
How to create a signature message by class
- In Paladin, from the main menu, select File > Setup.
- Select the Company tab.
- In the Signature Required pane, check Enable Signature Required.
- In the Signature Required Class Number box, enter a class ID.
- In the Signature Pad Line 1 box, enter the message.
- Optional: Enter additional information in the remaining numbered boxes.
- In the Receipt Text pane, check Enable Receipt Text.
- In the Receipt Text Class Number box, enter a class ID.
- In the Receipt Line 1 box, enter the message and the class ID.
- Optional: Enter additional information in the remaining numbered boxes.
- Click Save, then click Close.
The message will appear on the signature pad and/or the receipt.
How to create a tax exemption message
- In Paladin, from the main menu, select File > Setup.
- Select the Taxes tab.
- In the Tax Exemption pane, check Require Signature for Tax Exemption.
- In the Exemption Receipt Text box, enter a message.
- Click Save, then click Close.
The message will appear on receipts.
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.
- In Paladin, from the main menu, select File > Setup.
- Select the Forms tab.
- In the Invoice Email Message box, enter your custom text.
- Click Save, then click Close.
Figure 2: Custom message on email receipt
If you have questions or suggestions about this information, contact support@paladinpos.com.