Home Pass is a third-party accounts receivable management company that handles all the logistics for the store’s Home Pass customers.  It is partnered with Credit First Nation bank, assures next day payment to the store and sends monthly statements to customers.

After completing an application, the customer will be issued a private label credit card and assigned a credit limit.  Because the Home Pass cards are not compatible with Paladin Point of Sale, they are used only as membership cards.  Invoices are charged to the customer’s Home Pass account.

This article includes procedures that must be followed in this order:

  1. How to set up a Home Pass account in Paladin Point of Sale
  2. How to process an invoice for a Home Pass account
  3. How to process a payment toward a Home Pass account
  4. How to track Home Pass transactions for a specific date range

How to set up a Home Pass account in Paladin Point of Sale

IMPORTANT: If a customer already has a charge account in Paladin Point of Sale that you want to keep separate from their Home Pass charges, you must create a separate account. If the customer does not currently have an account set up in Paladin Point of Sale and will only be charging through their Home Pass account, you can just set up this one Home Pass account.

  1. On the Home Pass website, sign up the customer.
  2. Make a note of both the credit limit amount and the account number that Home Pass has assigned to the customer’s account.
  3. Open Paladin Point of Sale, and then sign in.
  4. On the File menu, select Setup.
  5. In the Paladin Configuration window, select the Customer Type tab.
  6. In the Types pane, click New. The cursor will automatically appear in the Type field.
  7. In the Type field, enter Home Pass, and then click Save.
  8. Click Close.
  9. Click the Customers module.
  10. On the bottom ribbon, click Add Customer.
  11. Use the following table to enter information in the Add Customer window:

For this command

Enter this term

Name

HP – First Last, where First Last = the customers first and last name. Example: HP – John Doe.

Address

The customer’s billing street address.

City

The customer’s billing city.

State

The customer’s billing state.

Zip

The customer’s 5-digit billing zip code.

Credit Limit

The credit limit assigned by Home Pass.

Note: This credit limit must equal the amount that Home Pass assigned to their account, otherwise the store might accidentally charge the customer more than the amount available on their account.

  1. In the Add Customer window, click Add. The new account will load in the Customers module.
  2. In the Customers module, in the Customers tab, in the Form Control pane, uncheck Create month-end statement. We must do this because Home Pass will handle all financing/statements for these accounts.
  3. Select the Electronic tab.
  4. In the Alternate Customer IDs pane, click Edit ID Data.
  5. In the Alternate ID Manager window, in the Enter Alt ID field, enter the customer’s Home Pass account number.
  6. In the type list, adjacent to the Enter Alt ID field, select Other, and then click Add.
  7. Click F12 Finish. The Alternate ID Manager window will close, and the customer’s Home Pass account number will appear in the Alternate Customer IDs pane.
  8. In the Alternate Customer IDs pane, in the Customer Type list, select Home Pass.
  9. Click Save.

How to process an invoice for a Home Pass account

  1. Open Paladin Point of Sale, and then sign in.
  2. On the top ribbon, click the Invoice/Quote module.
  3. In the Invoice/Quote tab, in the Rewards box, enter the customer’s Home Pass account number, and then press Enter. The customer’s Home Pass account will be added to the invoice.
  4. Scan or manually add the desired items to the invoice.
  5. Click Checkout.
  6. Click Charge, and then press Enter.
  7. In the Invoice Information window, click Next.
  8. In the Signature Capture window, have the customer sign on your signature capture device.
  9. When their signature appears in the Signature Capture window, click Next. The sale will be finalized and their receipt will print.
  10. In the Transaction Complete window, click Duplicate Receipt, and then click Done.
  11. Using the duplicate receipt that you just printed, duplicate the transaction in the Home Pass website.

How to process a payment toward a Home Pass account

Home Pass customers will pay their accounts on the Home Pass website.  When you receive the financing money from Home Pass for the customer’s payment, pay off the customer’s Home Pass account in Paladin Point of Sale.

  1. Open Paladin Point of Sale, and then sign in.
  2. On the top ribbon, click the Invoice/Quote module.
  3. In the Invoice/Quote tab, in the Rewards box, enter the customer’s Home Pass account number, and then press Enter. The customer’s Home Pass account will be added to the invoice.
  4. Click Account Payment.
  5. In the Account Payment window, in the Payment box, enter the payment amount, and then click Checkout.
  6. In the Checkout tab, click Check, and then press Enter.
  7. In the Check Processing window, in the Check # field, enter HP- followed by the 5-digit check number. Example: HP-12345.
  8. In the Check Processing window, click Next.
  9. In the Transaction Complete window, click Done.

How to track Home Pass transactions for a specific date range

This procedure will help accountants track all charges to Home Pass accounts within a specific date range, which will give the accountant the information that is needed for Home Pass charge records.

  1. Open Paladin Point of Sale, and then sign in.
  2. On the top ribbon, click the Reports module.
  3. In the Reports pane, select Sales Analysis, and then select What I Need To Know.
  4. In the Report List pane, select Transaction Report, and then click Next.
  5. In the Transaction Report window, in the Report Settings pane, enter the following settings:

Selection

Beginning

Ending

InvoiceDate

The first day you want to look for Home Pass transactions. Example: 01-Jan-17

The last day you want to look for Home Pass transactions. Example: 31-Jan-17

  1. In the Additional Settings pane, in the Payment Method list, select ROACheck or Charge.
  2. In the Additional Settings pane, the first Keyword Search list, select CustomerType. The second Keyword Search list will appear with a list of customer types.
  3. In the second Keyword Search list, select Home Pass, and then click Run Report. The Transaction Report will open in Adobe Reader.
    • This report can be used to post the correct Home Pass transaction details to the Home Pass website, if the transactions were not posted when the initial invoices were processed.
    • This report is also good to keep on record for the Home Pass transactions during the date range selected.

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: 3/22/19