This article provides instruction and information on the following:

How to apply a payment to an invoice

Note: You must post a payment before you can apply it. See How to post a payment to an account.

  1. In Paladin, on the top ribbon, select the Customers module.
  2. On the bottom ribbon of the module, click F1 Advanced Lookup.
  3. In the Advanced Lookup window, search for the customer.
  4. Double-click the customer account to open it.
  5. On the bottom ribbon, click F6 Payment Management.
  6. In the Payment Management window, in the Charge Invoices pane, there are three options:
    All
    Applied
    Open
  7. Enable one of the options
  8. In the Payment Management window, in the Charge Invoices pane, you have the option to select a project from the list next to Charge Invoices. The default is No Project.
    a. If you choose to select a project, projects with active invoices are listed first in alphabetical order. Projects with no active invoices are then listed in alphabetical order, but are grayed out.
  9. Select the invoice for the payment that you want to apply. It will appear as a red highlight.
  10. Double-click the Payment Applied field, enter the amount to apply in the highlighted invoice, and then press Enter.
    Note: This process will automatically update the Credit Invoices balance of Unused Credit.

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How to view all payment charges and credits to an account or project

  1. In Paladin, on the top ribbon, select the Customers module.
  2. On the bottom ribbon of the module, click F1 Advanced Lookup.
  3. In the Advanced Lookup window, search for the customer.
  4. Double-click the customer account to open it.
  5. On the bottom ribbon, click F6 Payment Management.
  6. In the Payment Management window, in the Charge Invoices pane, there are three options:
    All
    Applied
    Open
  7. Enable one of the options
  8. In the Payment Management window, in the Charge Invoices pane, you have the option to select a project from the list next to Charge Invoices. The default is No Project.
    a. If you choose to select a project, projects with active invoices are listed first in alphabetical order. Projects with no active invoices are then listed in alphabetical order, but are grayed out.
  9. Select a project from the list. At the bottom of the window, select Invoice Payment History. An Excel file opens containing all information from the Payment Management window (Charges tab and Credits tab).


Figure 1: Excel file: Invoice Payment History Charges tab

Figure 2: Excel file: Invoice Payment History Credits tab

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How to correct a payment that was mistakenly applied to an invoice

  1. In Paladin, on the top ribbon, select the Customers module.
  2. Enter or select a customer from the Customer list.
  3. On the bottom ribbon, click F6 Payment Management.
  4. In the Payment Management window, in the Charge Invoices pane, enable All.
  5. Highlight the credit that was mistakenly applied. It will appear as a red highlight.
  6. Double-click the Payment Applied field, change the number to zero, and then press Enter.

Note:  The unused credit will be returned to the Credit Invoice.

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

*Content is subject to change. For the most recent version, visit the Help Portal.
Printed on: 10/05/22