Note:
In your Paladin settings, if Use Receipt Printer for Invoice Reprint is selected, the invoice will automatically print to your receipt printer. Otherwise, a PDF of the invoice will appear, and you can print the invoice. To learn more, see How Paladin printer settings affect invoice reprints.

How to reprint from the Invoice & Quote module

This procedure offers multiple ways to find invoices, including invoice number, part number, and customer options.

  1. Open the Invoice & Quote
  2. If a customer has an account, select them from the Customer Otherwise, leave the Customer box blank,
  3. Click Advanced Lookup or press F1.
  4. Click the History tab, and search for the invoice using one of the following options:

Invoice: Search by invoice number or view recent invoices.

  • To search by invoice number, in the Invoice box, enter the invoice number and click Find >>.
  • To view recent invoices, leave the default text in the Invoice box and click Find >>.
    • If a customer is not selected, all invoices processed within the last three days, on the terminal you are using, will appear.
    • If a customer is selected, all invoices for that customer (with no time limit) will appear.

Part: Search by part number.

  • In the Part Number box, enter the part # for the item and click Find >>.
  • All invoices with that part # will appear.

Part + Customer: Search by part number and customer.
Note: This option is only available when a customer is selected

  • In the Part Number box, enter the part # for the item and click Find >>.
  • All invoices with that part # that were sold to the selected customer will appear.

Invoice Reprint: View all recent invoices. If a customer is selected, only invoices for that customer will appear.

  5. Double-click any invoice search result to reprint it. Alternatively, select the invoice and press F8.

How to reprint from the Customers module

This procedure finds invoices by customer.

  1. Open the Customers
  2. Open the customer’s account.
  3. Click the Credit
  4. In the Sales History pane, click Customer Friendly magnifying glass. A list of recent invoices for the customer will appear.
  5. In the Recent Sales History window, double-click any invoice to print it.

How to reprint from the Inventory module

This procedure finds invoices by searching the sales history for a part number.

  1. Open the Inventory
  2. In the Part Number box, enter the part number.
  3. Click the Sales Figures magnifying glass. A list or recent invoices that contain that part number will appear.
  4. Double-click any invoice to print it.

How Paladin printer settings affect invoice reprints

The following settings determine where invoice reprints are printed. To access these settings, on the File menu, click Setup, and then select the tab specified in the following table.

Printer Setting

Tab

Description

Use Receipt Printer for Invoice Reprint

Invoice (Store)

Select this option to automatically reprint an invoice on the printer used for customer receipts at checkout. If this option is not selected, the invoice will open as a PDF that you can print manually.

Receipt Printer

Network

Sets the default printer for invoice reprints and customer invoices (receipts) at checkout.

Laser Invoice/PO Printer

Network

Sets the default printer for full-sheet invoices and purchase orders.

Default Invoice Form (Local Terminal)

Invoice (Local)

Sets the default printer/form for invoice reprints and customer receipts on the local terminal. Select from these options:

  • · Receipt Printer
  •   Laser Printer

Note: If Laser Printer is selected, on the terminal where you set this option, invoices (receipts) and invoice reprints will print to the full-sheet Laser Invoice/PO printer.

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: 10/16/21