A Supplier Billing document looks like an invoice but does not affect inventory or accounting totals. This document can be useful if you need to pre-approve a sale with a customer. When you create a Supplier Billing document, the document is printed automatically. If the customer has an email on file, a PDF of the document and tab-delimited file with the numerical data are also sent to that email address.
With a Supplier Billing document, you can negotiate and pre-approve a sale with a company without affecting inventory and accounting totals. The document looks like a quote with two distinctions:
- It is labeled Supplier Billing.
- It is given a Billing #. This billing number is incremented each time you print a Supplier Billing document. If you print a Supplier Billing document, and then save, recall, and print it later, it will have a different Billing #.
To create a Supplier Billing document:
- In Paladin, on the top ribbon, select the Invoice/Quote module.
- Enter or select a customer account in the Customer list, then add items that you want to include in the Supplier Billing document.
- On the bottom ribbon of the module, click F8 Checkout.
- On the bottom ribbon of the module, click F7 Print Quote.
- In the Select Quote to Print list, click Supplier Billing.
- The document will be printed at your store.
- If the customer account includes an email address, the customer automatically receives a PDF copy and a tab-delimited file with numerical data.
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: 4/20/24
