How to use Advanced Lookup to find and add a customer to an invoice

1. Open Paladin Point of Sale.
2. On the top ribbon, click the Invoice/Quote module.
3. In the Invoice/Quote tab, on the bottom ribbon, click Advanced Lookup.
4. Click the Customer tab.
5. Select one of the following options:
   • All
   • Name
   • Account Number
   • Address
   • Phone
   • Rewards Number
   • Ace Nat’l Lookup (This is available to Ace Hardware companies.)
6. In the Keyword Search box, enter a search term, and then click Find.
7. Click to select the line item of the customer that you want to add, and then click F8/Select Customer. You will return to the Invoice/Quote tab, where you can add more items to the invoice.