The following provides information on the several ways to reprint an invoice:


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.

How Paladin printer settings affect invoice reprints

The following settings determine where invoice reprints are printed. To access these settings, in Paladin, from the main menu, select File > 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.

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Reprint purchase orders without costs and more new options

The Reprint PO feature offers the following options:

  • Normal: Reprint the original purchase order. Previously, this was the default and only option.
  • Back Order Only: Print the purchase order and include only the items you haven’t received.
  • Without Costs: Print the purchase order without cost or extension values.
  • Email: Send the purchase order to the supplier or any other email address.

The Reprint PO feature is available in the PO module in the PO Receive mode. To access this feature, see the instructions at the end of this section.

  • Normal option

When you select the Normal option, the original purchase order is printed.

  • Back Order Only option

When you select the Back Order Only option, the purchase order is printed with only unreceived items, and the title REPRINT PO BACK ORDER appears at the top.

Note: Items that have not been received are considered back order items.

  • Without Costs option

When you select Without Costs option, the purchase order is printed with blank cost and extension columns and the title REPRINT PO WITHOUT COSTS appears at the top.

  • Email option

When you select the Email option, an Email Manager window appears, and you have the option to email the purchase order to the supplier’s address on file or any other email address that you specify. When you are done, click F12 Close.

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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. In Paladin, on the top ribbon, select the Invoice/Quote module.
  2. If a customer has an account, select them from the Customer list. Otherwise, leave the Customer box blank,
  3. On the bottom ribbon of the module, Click F1 Advanced Lookup.
  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. A .pdf file will appear that you can print.

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Invoice reprints from Invoice/Quote module

  1. In Paladin, on the top ribbon, select the Invoice/Quote module.
  2. On the bottom ribbon, select F1 Advanced Lookup.
  3. Open the History tab.
  4. Enable the criteria to search (Invoice or Part).
  5. Double click any line of the displayed sales history, and a copy of the original invoice is generated. 

Note: Back office and accounting machines will generate a PDF of the original event. Sales terminals will generate a PDF or a receipt paper printed copy depending on the settings chosen for the receipt paper reprint feature.

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How to reprint from the Customers module

This procedure finds invoices by customer.

  1. In Paladin, on the top ribbon, select the Customers module.
  2. Select a customer from the Customer list..
  3. Click the Credit tab.
  4. In the Sales History pane, click  the magnifying glass next to Customer Friendly. A list of recent invoices for the customer will appear.
  5. In the Recent Sales History window, double-click any invoice search result. A .pdf file will appear that you can print.

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How to reprint a customer’s prior statement

  1. In Paladin, on the top ribbon, select the Customers module.
  2. Select the customer’s account from the Customer list.
  3. On the bottom ribbon, click View Past Statements.
  4. In the Statement Viewer window, select the date that you want to reprint, and then press F12 View Statement. The statement will appear in PDF format.
  5. Print the PDF statement.

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How to reprint a customer’s prior invoice

  1. In Paladin, on the top ribbon, select the Customers module.
  2. In the Customer list, select the customer’s account.

Note: If you cannot remember the account that the invoice was processed under, enter 0 for Cash Sale.

  1. Click the Credit tab.
  2. In the Sales History pane, select the Customer Friendly magnifying glass.
  3. To select the specific invoice that you want to reprint, in the Recent Sales History pane, click the magnifying glass next to the date of the invoice. The statement will appear in PDF format.

Note: If the date of the invoice that you want does not appear in the screen of the Recent Sales History window, click Show More to see more invoices.
      4. Print the PDF statement.

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How to reprint from the Inventory module

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

  1. In Paladin, on the top ribbon, select the Inventory module.
  2. In the Part # 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. The statement will appear in PDF format.
  5. Print the PDF statement.

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Reprint invoices without printing another EMV receipt

  1. In Paladin, from the main menu, select File > Setup.
  2. Select the Invoice(Store) tab.
  3. Check Disable EMV Receipts for Invoice Reprint.
  4. Click Save, and then click Close.

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Invoice Reprints to Receipt Printer

Any terminal equipped with a receipt printer is capable of invoice reprints to their receipt printer. This feature, if enabled, is only active in work stations with receipt printers. 

To enable direct-to-receipt-printer reprints:

  1. In Paladin, from the main menu, select File > Setup.
  2. Select the Invoice (Store) tab.
  3. Check Use Receipt Printer for Invoice Reprint
  4. Click Save, and then click Close.

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How to reprint a purchase order

  1. In Paladin, on the top ribbon, select the PO module.
  2. On the bottom ribbon of the Purchase Order tab, click Mode Receive.
  3. In the Receive PO tab, on the bottom ribbon, click Find PO.
  4. In the Find PO window, in the PO Details pane, select All POs.
    • To search by supplier name, select a supplier from the Supplier list.
    • To search by date range, select a date in the From Date list and the To Date list.
    • To search by part number, enter a part number in the Part # box.
  5. In the Matching Purchase Orders pane, click the PO # that you want to reprint.
  6. Click F12 Open.
  7. Click on F4 Displaying Open to display only the open items on the PO, or click F4 Displaying All for items listed on the PO. 
  8. Click the F8 Process.
  9. Click Reprint PO.

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How to reprint a copy of the purchase order

  1. In Paladin, on the top ribbon, select the PO module..
  2. On the bottom ribbon of the module, set and then click Mode Receive.
  3. On the bottom ribbon, click Find PO.
  4. In the Find PO window, double-click the purchase order you want to print.
  5. On the bottom ribbon of the Receive PO tab, click F8 Process.
  6. On the bottom ribbon of the Confirm Receive tab, click Reprint PO.
  7. In the Reprint Purchase Order window, select an option. To do this, click the option or press its number. The available options are:
    • 1: Normal: Reprint the original purchase order.
    • 2: Back Order Only: Print the purchase order and include only the items you haven’t received.
    • 3: Without Costs: Print the purchase order without cost or extension values.
    • 4: Email: Email the purchase order to the supplier or any other email address.

      If you choose the Email option, in the Email Manager window, enter an email or select one from the list (if provided), and then click Send. You can repeat this step to send multiple emails. When you are done, click F12 Close.

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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: 6/29/22