Customer projects are customer-specific categories that you define in the Customers module, and assign to an invoice when a customer pays by credit card or charges their account. With manager approval, a customer project can also be created or restored at checkout. Later, you can filter a customer’s sales history by project in reports, such as the Recent Sales History viewer and the Transactions Report.

To learn more, click the title of a Knowledge Base article (KBA).

KBA title Area
How to set up a customer project for credit card purchases Set up
How to add, edit, remove, or restore a customer project Customers
How to select a customer project at checkout Invoice/Quote
How to create and select a new customer project at checkout Invoice/Quote
How to restore and select an inactive project at checkout Invoice/Quote
How to view customer invoices by project in Sales History or Recent Sales History Customers
How to view customer invoices by project in the Transactions Report Reports

If you have questions or suggestions about this information, contact support@paladinpos.com.

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Printed on: 11/16/18