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

  1. Open Paladin Point of Sale.
  2. On the top ribbon, click the Customers module.
  3. On the bottom ribbon, click Advanced Lookup or press F1.
  4. In the Advanced Lookup window, search for the customer.
  5. Double-click the customer account to open it.
  6. On the bottom ribbon, click Payment Management.
  7. 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.
  8. In the Credit Invoices pane, select Show Open, and then select the credit invoice that will accept the payment.
  9. 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

*Content is subject to change. For the most recent version, visit the Help Portal.
Printed on: 10/19/21