How to view a customer’s Triple E sale history and invoices

When EDI processing is completed, you can go to the customer’s sales history to see the Triple E invoices that are associated with the customer account.

1. Click the Customers module or press ALT+ 2.
2. Click the Credit tab.
3. In the Sales History pane, click the Customer Friendly magnifying glass.
4. In the Recent Sales History window, click an invoice magnifying glass to view a copy of the invoice receipt with the Triple E invoice date and the date the invoice was attached in Paladin Point of Sale.

Notes:

• If an invoice’s Triple E customer account number does not match a Triple E alternate ID in any Paladin Point of Sale customer account, the invoice will be processes in one of the following ways:
  • Credit card transaction:  The invoice will be added to the Cash Sale account with 0 (zero) as the ID for an unspecified customer account. The payment type (Pmt Type) will be set to IMPORT. You can view these invoices in the Cash Sale, 0 account’s sales history.
  • Charge transaction:  A new customer account will be created with the name Triple-E: ####, where #### is the Triple E account number and the alternate ID number.
• In the Customers module, you can view and change the name and information on these new customer accounts and/or merge the account with an existing customer account.
• On the Revenue Reports, imported Triple E revenue will be reported in the Coupon category.

  Tip The Coupon category reports this revenue:

  • All imported transactions.
  • Transactions in Paladin that were not processed using one of these payment types: Cash, Charge, ACH, CHG Card (Credit Card) or Check.

Learn more

• KBA:  How to rename a customer account
• KBA:  How to merge duplicate customer accounts