Join the mobile revolution and expand your business with the Paladin Mobile2Checkout app. Available for any Android device, the app’s intuitive design and easy-to-learn interface lets you make sales and process returns from anywhere with an Internet connection.

Mobile 2 Checkout invoice
Figure 1: Mobile2Checkout Invoice screen

The Mobile2Checkout app supports these familiar invoicing features:

  • Add a customer to the invoice from your Paladin customer database
  • Scan and add items to the invoice using the camera on your device
  • Search for and add items to the invoice from your Paladin inventory database
  • Add items to the invoice manually by part number
  • Modify an invoice item’s quantity and price
  • Add invoice notes
  • Calculate sales tax based on the store’s sales tax settings
  • Accept cash, credit card, and charge payments
  • Process item returns
  • Store a transaction for later processing in Paladin
    • This feature is useful when you want create the invoice on a mobile device, then apply pricing plans on an in-store Paladin terminal later.

To access the Mobile2Checkout app, enter your employee ID number and password. All transactions sync with Paladin and appear on your daily balancing reports.

This article provides instruction and information on the following:

Set up the Mobile2Checkout app on your Android device

Paladin Support must set up the Mobile2Checkout app. To contact Paladin support, call 1-800-725-2346, option 2 or email support@paladinpos.com.

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Open the app

To open the Mobile2Checkout app on your Android device, tap the icon.

Tap the Mobile 2 Checkout app icon
Figure 2: mobile2.checkout icon

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Start the app

Note: If the Mobile2Checkout app is already running on the device, this step may not be required.  

  1. In the Company and Code boxes, enter the Mobile2Checkout app credentials provided by Paladin Support. In many cases, these credentials will be filled in by the app automatically.

A message appears briefly to let you know that the app has connected to your Paladin system.

Tap start to login
Figure 3: Connection established message

  1. Tap your store. If you store has multiple locations, tap the appropriate store for the sale. 

Select your store
Figure 4: Store(s) selection screen

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Sign in with your credentials

Enter your Employee ID and Password, then tap Login.

Enter employee credentials
Figure 5: Login screen

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Create a new invoice

Tap Start New Invoice to open the INVOICE screen.

Start an invoice
Figure 6: Invoice Action screen

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Add a customer from the Paladin customer database

To add a customer to the invoice, tap the Customer magnifying glass and search for the customer. Tap Type to select a search option.

Tip: If this search feels familiar, it is. We incorporated the power of our Paladin Advanced Lookup search feature, including its multiple search options, into the Mobile2Checkout app.

Search for a customer
Figure 7: Search Customer

Tap any search result to add the customer to the invoice.

Select a customer from search results
Figure 8: Enter customer to Invoice

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Add items to the invoice

You can add items to the invoice in the following ways:

  • Tap Scan Item
  • Tap Search Inventory

Tap Scan Item, then scan the item’s barcode with the camera on your device.
Scan a part number
Figure 9: Tap scan item function

Note: Barcode scanner accessories for Android tablets can also be used to scan and add items to the invoice.

Tap Search Inventory and search for the item by name or part number. To add a search result to the invoice, tap it.
Search inventory
Figure 10: Tap search inventory function

Enter the part number in the Add Item box.
Manually enter a part number
Figure 11: Add item function

To change the quantity or price after you add an invoice item, tap the pencil icon.

Edit quantity and price
Figure 12: Pencil icon

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Add a note to the invoice

To insert a note on the invoice, tap Add Note, then enter the note text.
Tap Add Note to add a note to the invoice
Figure 13: Add Note function 

Tap Note to add the note line item to the invoice.
Tap + Note to add the note you typed
Figure 14: Add the note line item to invoice

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Start the checkout process and complete the transaction

When you are ready to collect payment, tap Checkout, then select a payment type.

Tap Checkout and choose your payment type
Figure 15: Checkout/Payment type

Mobile2Checkout can process the following payment types:

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Account Charge: Charge the customer’s account and collect the customer’s signature.
Account Charge Payment
Figure 16: Account Charge

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Cash: Accept a cash payment.


Figure 17: Cash payment

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Credit Card: Process a credit card payment and collect the customer’s signature.

Note: Contact Paladin Support to obtain the point-to-point encryption (P2PE) credit card device for your Worldpay card processing account.

Process mobile credit card payment
Figure 18: Credit card payment/Signature screen

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Email the receipt

Note: You must have the email account set up in the default Mail app on your Android device to use the email feature.

After the transaction is complete, if you select a Paladin customer that has an email address on file, the invoice is automatically sent to that email address.

 If you did not select a customer, or if the Paladin customer does not have an email on file, an Email Receipt option appears. If you want to specify an email for the receipt, tap Email Receipt, enter an email address, then tap Send. Otherwise, tap Done.

Email Receipt option lets you enter a customer's email address
Figure 19: Email Receipt

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Process return items

To process a returned item, follow the steps for Add items to the invoice, except you will enter a negative quantity.

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Store a transaction

When you start the checkout process, you can store the transaction and complete the transaction later on a store terminal running Paladin. To store the transaction, after you click Checkout, when the screen where you select a payment type appears, tap Save Invoice, then enter a Name and Memo to identify the transaction when you recall it later.

Save a Mobile 2 Checkout invoice to recall later in Paladin Point of Sale
Figure 20: Save Invoice

To recall the Mobile2Checkout transaction in Paladin, in the Invoice /Quote module, click F6 Recall Transaction, then select Quote ─ Order. The Mobile invoice appears in the list with the name and memo that you entered on your mobile device.  

Recalling Mobile 2 Checkout invoice in Paladin Point of Sale
Figure 21: Recall Transaction

Proceed with the checkout procedure in Paladin.

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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: 4/12/24