Paladin is fully integrated with Capital One Trade Credit ® (previously BlueTarp), a third-party financial management service that protects your business from credit risk. Capital One Trade Credit extends credit, takes on the risk of non-payment, and pays you upfront when your customers make purchases.

If the Paladin Point of Sale Capital One Trade Credit integration and features are turned on and you have associated the customer account, you can follow these steps.  Learn more:  About the Capital One Trade Credit financial credit integration

Note: To make a purchase using Capital One Trade Credit, the customer’s Capital One Trade Credit  account must be associated with the customer in Paladin Point of Sale.

  1. In the Invoice/Quote module, select the customer account.
  2. Add the customer’s items to the invoice, and then click Checkout or press F8.
  3. On the bottom ribbon, click Capital One Trade Credit External Charge or press F2.

    F2 Capital One Trade Credit payment button

  4. The Capital One Trade Credit payment will appear with the label Ext Charge. Press Enter to accept the payment amount.
  5. In the Invoice Information window, in the Authorized Signer list, select the customer who is making the purchase. If their name is not in the list, and they have their Capital One Trade Credit card, you can enter their Capital One Trade Credit card number.

    Select the Capital One Authorized Signature

  6. Click Next and complete the sale.

Additional notes:

  • If a customer has reached their Capital One Trade Credit credit limit, the Capital One Trade Credit payment type will be unavailable.
  • If the invoice total due exceeds the customer’s Capital One Trade Credit available credit, the Capital One Trade Credit payment (with the label Ext Charge) is set to the Capital One Trade Credit available credit balance.

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: 8/01/21