1. Open Paladin Point of Sale.
  2. On the top ribbon, click the Invoice/Quote
  3. In the Customer list, enter the customer name or customer account number.
  4. On the bottom ribbon, click Recall Transaction.
  5. In the Recall Transaction window, select the Quote option, select the Show For All Accounts checkbox, select the correct quote, and then click F12 Recall.
  6. On the bottom ribbon, Click Checkout.
  7. On the bottom ribbon, click Charge.
  8. In the Charge box, enter the amount of the available credit balance, and then press Enter.
  9. On the bottom ribbon, click Cash, Credit Card, or Check as the payment type, and then press Enter.

Note: Because the deposit was previously credited to the customer account, processing it as a charge will bring the customer account balance to zero.

  1. If there is a purchase order number, enter it, and then click Next.
  2. Select the second payment type for the repair. This is the remaining amount on the transaction.
  3. In the Delete Stored Transaction window, click DELETE to delete the quote, or click Next to store the quote and talk to your manager.
  4. In the Transaction Complete window, click Done.
*Content is subject to change. For the most recent version, visit the Help Portal.
Printed on: 3/19/18