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How to close an uncollectible account

Customers, Knowledge Base, Reports | ID: 7881

To close an uncollectible account:

  1. In Paladin, on the top ribbon, select the Customers module.
  2. In the Customers tab, select a customer from the Customer list.
  3. Select the Balances tab.
  4. On the bottom ribbon, select F5 Account Payment.
  5. In the Account Payment window, in the Discount Allowed box, enter the total amount owed.
  6. In the Amount of Payment box, enter 0.00
  7. In the Check number box, enter 0000
  8. Click F12 Accept.
  9. Select the Credit tab.
  10. In the Credit Limit box, enter 0
  11. Click F12 Save.
  12. On the bottom ribbon, select F6 Payment Management.
  13. In the Payment Management window, in the Credit Invoices pane, select the line item that includes the Discount Allowed amount.
  14. In the Credit Notes Field, enter notes, and then click Save Item.
  15. From the main Paladin menu, select Maintain > Data Viewer.
  16. In the Paladin POS Data Viewer window, select the Invoices tab.
  17. In the first box of the View tab, enter the invoice number from the discount payment transaction.
  18. Select Invoice Id from the list box. 
  19. Click Get Data.
  20. In the Invoices: pane, in the PO_Number column, enter Bad Debt.
  21. Click Save and close the window.

To run a report to see all of the accounts discounted for being uncollectible or considered Bad Debt, and you followed the instructions above, you can run a transaction report for the specific transaction information including a  “Bad Debt” indicator. 

Notes

    • To delete the customer from the system, click F2 Delete Customer.
    • To identify the account as in collections, add a checkout note or rename the account with COLLECTIONS as a prefix.
    • To avoid printing the statement for a particular account, in the Form Control pane, make sure the Create month-end statement checkbox is not selected.

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: 6/24/22
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