Customer projects

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.

This article provides instruction and information on the following:

• How to set up customer projects for credit card purchases
• How to add, edit, remove, or restore a customer project
• How to select a customer project at checkout
• How to create and select a new customer project at checkout
• How to restore and select a customer project at checkout
• How to view customer invoices by project in Sales History or in Recent Sales History
• How to view a customer’s projects in Excel
• How to create a Transaction report for customer projects

How to set up customer projects for credit card purchases

Note: Customer projects are automatically set up for charge purchases.

1. In Paladin, from the main menu, select File > Setup.
2. Select the Credit Card tab.
3. In the Signatures pane, check Enable Auth Signer for Credit Cards on File.
4. Click Save, and then click Close.

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How to add, edit, remove, or restore a customer project

With this feature, you can create a new project, edit a project, make a project inactive, or restore an inactive project.

1. In Paladin, on the top ribbon, select the Customers module.
2. Enter or search a customer name in the Customer list.
3. On the bottom ribbon of the module, click F4 Projects & Auth. Signers.
4. In the Authorized Signers & Projects window, enable Projects.
5. In this window, you have the following options:
   • Create a new project: In the Enter New Project: box, enter a project name, and then click Add.
   • Edit a project: Highlight the project that you want to edit, click Edit, and then change the project name.
   • Make a project inactive: Highlight the project that you want to edit, and then click Remove. This makes the project inactive, but does not permanently delete the project. You can always restore the project.
   • Restore an inactive project: On the bottom of the window, select Inactive. Highlight the project that you want to restore, click Restore, and then select Active to view the project in the list of active projects.
6. When you have made all your changes, click F12 Finish.
7. Click F12 Save.

Figure 1: Authorized Signers & Projects window

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How to select a customer project at checkout

1. In Paladin, on the top ribbon , select the Invoice/Quote module.
2. Enter or search a customer name in the Customer list.
3. Add items to the invoice, and press F8 Checkout to start the checkout process.
4. On the Checkout tab, on the bottom ribbon, select one of the following payment options.
   • Click F2 Charge .
   • Click F3 Credit Card, swipe the credit card, and then click Next.

Note: To use a credit card to add a project, from Paladin’s main menu, select File > Setup, select the Credit Card tab, and then in the Signatures pane, check Enable Auth Signer for Credit Cards of File.

5. In the Invoice Information window, in the Projects list, highlight a project.
6. Click Next.
7. Complete the checkout process. The project will appear on the receipt and can be used to look up the invoice later in the Recent Sales History window and running a report or when running a Transactions Report from the Reports module.

Figure 2: Select and charge a project in the Invoice Information window

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How to create and select a new customer project at checkout

1. In Paladin, on the top ribbon, select the Invoice/Quote module.
2. Enter or search a customer name in the Customer list.
3. Add items to the invoice, and then start the checkout process.
4. On the bottom ribbon of the Checkout tab, select one of the following payment options.
   • Click F2 Charge.
   • Click F3 Credit Card. Swipe the credit card, and then click Next.

Note: To use a credit card to add a project, from Paladin’s main menu, select File > Setup, select the Credit Card tab, and then in the Signatures pane, check Enable Auth Signer for Credit Cards of File.

5. In the Invoice Information window, click F8 Add Project.
6. In the Add / Restore Projects window, in the Address 1 or memo box, enter a new project name, and then click Add.
7. In the Requires manager password box, enter a manager’s password.
8. Click Finish.
9. In the Invoice Information window, select the new project from the Projects list.
10. Click Next, and then click Done.
11. Complete the checkout process. The project will appear on the receipt and can be used to look up the invoice later in the Recent Sales History window and running a report or when running a Transactions Report from the Reports module.

Figure 3: Adding project in Add or Restore Projects window

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How to restore and select a customer project at checkout

1. In Paladin, on the top ribbon, select the Invoice/Quote module.
2. Enter or search a customer name in the Customer list.
3. Add items to the invoice, and then start the checkout process.
4. On the bottom ribbon of the Checkout tab, select one of the following payment options.
   • Click F2 Charge.
   • Click F3 Credit Card. Swipe the credit card, and then click Next.

Note: To use a credit card to add a project, from Paladin’s main menu, select File > Setup, select the Credit Card tab, and then in the Signatures pane, check Enable Auth Signer for Credit Cards of File.

5. In the Invoice Information window, click F8 Add Project.
6. In the Add / Restore Projects window, enable Inactive.
7. Highlight the project you want to restore, and then click Restore.
8. In the Requires manager password box, enter a manager’s password.
9. Click Finish.
10. In the Invoice Information window, select the restored project from the Projects list.
11. Click Next, and then click Done.
12. Complete the checkout process. The project will appear on the receipt and can be used to look up the invoice later in the Recent Sales History window and running a report or when running a Transactions Report from the Reports module.

Figure 4: Restoring project in Add or Restore Projects window

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How to view customer invoices by project in Sales History or in Recent Sales History

1. In Paladin, on the top ribbon, select the Customers module.
2. Enter or search a customer name in the Customer list.
3. Click the Credit tab.
4. In the Sales History pane, click the Customer Friendly or Accounting Department magnifying glass, depending on the view that you want to see.
5. In the Recent Sales History window, select a project to show invoices for only that project.
6. When you assign a project to an invoice, the project appears on the receipt.

Figure 5: Project shown on invoice

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How to view a customer’s projects in Excel

Excel provides a view of frequently-requested customer data, which eliminates the need to transcribe the information manually. From Excel, you can easily print, email, and share this information with the customer or other software programs. The Excel view is editable, so you can edit the data before you print, share, or save it.

There are two ways to create Excel reports within the Customers module:

• View in Excel from the Authorized Signers and Projects window
• Report button in the Recent Sales History window

View in Excel feature

To use the View in Excel feature:

1. In Paladin, on the top ribbon, select the Customers module.
2. Enter or search a customer name in the Customer list.
3. On the bottom ribbon of the module, click F4 Projects & Auth. Signers.
4. In the Authorized Signers & Projects window, enable Projects.
5. Click View in Excel. 
6. An Excel icon will appear on the bottom ribbon of your computer’s taskbar. Click the Excel icon to open the report.

Figure 6: Setting Project to be viewed in Excel in Authorized Signers & Projects window

Report button in the Recent Sales History window

1. In Paladin, on the top ribbon, select the Customers module.
2. Enter or search a customer name in the Customer list.
3. Click the Credit tab.
4. In the Sales History pane, click the Customer Friendly or Accounting Department magnifying glass, depending on the view that you want to see.
5. In the Recent Sales History window, select a project to show invoices for only that project.
6. Click Report.
7. An Excel icon will appear on the bottom ribbon of your computer’s taskbar. Click the Excel icon to open the report.

Figure 7: Report button in Recent Sales History window

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How to create a Transaction report for customer projects

1. In Paladin, on the top ribbon, select the Reports module.
2. In the Report Area pane, select Sale Analysis > What I need To Know.
3. In the Report List pane, select Transaction Report. 
4. In the Choose Report pane, click F12 Next.
5. In the Transaction Report window, in the Report Settings pane, select a Beginning and Ending date from the InvoiceDate lists.
6. Select a customer project by selecting an account from the Account lists.
7. In the Additional Settings pane, in the Keyword Search list, enable one of the following options:
   • ActiveProjects: See a list of customer’s active projects.
   • InactiveProjects: See a list of customer’s inactive projects.
     
     Figure 8: Transaction report settings
8. In the list of customer projects that appears, select a project.
9. In the Sorting Options pane, click F12 Run Report .
10. A Customer Transaction Details PDF file will appear.

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