This article addresses payment management in Paladin.

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

  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 Payment Management.
  6. In the Payment Management window, in the Charge Invoices pane, select Show Open, and then select the invoice for the payment that you want to apply. It will appear as a red highlight.
  7. In the Credit Invoices pane, select Show Open, and then select the credit invoice that will accept the payment.
  8. Double-click the Payment Applied field, enter the amount to apply in the highlighted invoice, and then press Enter.


  • This process will automatically update the Credit Invoices balance of Unused Credit.
  • To view all applied payments, closed invoices, and open invoices, select the Show All option in one of the following panes:
    • Charge Invoices
    • Credit Invoices


If you have questions or suggestions about this information, contact

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Printed on: 5/16/22