Reprint an invoice

The following provides instruction and information on the following:

• How Paladin printer settings affect invoice reprints
• Reprint purchase orders without costs
• How to reprint from the Invoice/Quote module
• Invoice reprints from Invoice/Quote module
• How to reprint from the Customers module
• How to reprint a customer’s prior statement
• How to reprint a customer’s prior invoice
• How to reprint from the Inventory module
• Reprint invoices without printing another EMV receipt
• Invoice Reprints to Receipt Printer
• How to reprint a purchase order
• How to reprint a copy of the purchase order

Note: In your Paladin settings, if Use Receipt Printer for Invoice Reprint is selected, the invoice automatically prints to your receipt printer. Otherwise, a PDF of the invoice opens that you can print at a later time.

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:

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 opens 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 print to the full-sheet Laser Invoice/PO printer.

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Reprint purchase orders without costs

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 Paladin’s PO module in the PO Receive mode. To access this feature, refer to: How to reprint a copy of the purchase order 

• Normal option

The original purchase order is printed.

• Back Order Only option

The purchase order is printed with only unreceived items. 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

The purchase order is printed with blank cost and extension columns. The title REPRINT PO WITHOUT COSTS appears at the top.

• Email option

The Email Manager window opens, 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, enter or select the account 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 appear.
    • If a customer is selected, all invoices for that customer (with no time limit) 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 # 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 appear.

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

5.   Double-click any invoice search result. A PDF opens.

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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 of the module, 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; a copy of the original invoice is generated. 

Note: Back-office and accounting machines generate a PDF of the original event. Sales terminals 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. Enter or select a customer account 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 appears.
5. In the Recent Sales History window, double-click any invoice search result. A PDF opens.

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How to reprint a customer’s prior statement

1. In Paladin, on the top ribbon, select the Customers module.
2. Enter or select a customer account from the Customer list.
3. On the bottom ribbon of the module, click F9 View Past Statements.
4. In the Statement Viewer window, select the date that you want to reprint, then press F12 View Statement. A PDF opens.

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How to reprint a customer’s prior invoice

1. In Paladin, on the top ribbon, select the Customers module.
2. Enter or select a customer account from the Customer list.

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

3. Click the Credit tab.
4. In the Sales History pane, click the Customer Friendly magnifying glass.
5. 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. A PDF opens.

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.

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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. Press Enter.
4. Click the Sales Figures magnifying glass. A list or recent invoices that contain that part number appears.
5. Double-click any invoice. A PDF opens.
   1. 1. 1. 1. 1.  

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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, 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, 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 module, toggle F5 Mode PO to F5 Mode Receive.
3. On the bottom ribbon, click F6 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, highlight the PO # that you want to reprint.
6. Click F12 Open.
7. Click on F4 Displaying Open to display only open items on the PO, or toggle to F4 Displaying All for items listed on the PO. 
8. Click the F8 Process.
9. Click F6 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, toggle F5 Mode PO to F5 Mode Receive.
3. On the bottom ribbon, click F6 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 F6 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.
8. If you choose the Email option, in the Email Manager window, enter an email or select them from the list (if provided), then click Send.
9. Click F12 Close.

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