The Receivables settings control how monthly statements are generated in Paladin.
To access these settings, in Paladin, on the File menu, click Setup and then click the Receivables tab.
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Setting |
Description |
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Enable Statement Generation |
Turns on statements. |
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Invoice Hold When |
Customers with a credit limit who are past due cannot make a charge payment when the payment is overdue by the selected period:
|
|
Service Charge % |
Service charge percentage will only be applied to customers with a past due balance. |
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Default Service Charge Min |
Is the minimum past due service charge amount if higher than the Service Charge %. |
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Min Balance for Discount |
Minimum account balance required to receive a prompt payment discount. |
|
Service Charge Grace Amount |
Service charge is NOT applied to a statement if the balance is below this amount. |
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Statements Output to Printer |
Turns on printed statements. |
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Statements Output to File System |
Saves statements to your computer, typically in the directory: C:\paladinpos\statements |
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Do Not Output Emailed Statements to File System |
If selected, emailed statements will not save to your computer. |
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Print Transaction Details with Statements |
If selected, transaction details will print on customer statements. |
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Print Only Open Item Transaction Details |
If selected, includes only transaction details for open items on statements. Open items include unused credits and unpaid invoices. |
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Fit Statement to Windowed Envelope |
Adjusts statement margins to fit a windowed envelope. |
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Include credit balance statements |
Create statements for accounts with a credit balance. |
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Display Prompt Payment Discount After Balance is 0 |
Apply a prompt payment discount when the statement balance is zero. |
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Ignore Credits Dated Later Than Today |
If selected, will not include credits for ACH payments scheduled in the future on statements. |
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Disable Credit Balance Checkout Message |
Will not show a customer’s credit balance to the cashier on the checkout screen in the Invoice/Quote module. |
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Print Balances on ROA Receipts |
Will include the remaining account balance on the bottom of an account payment receipt. |
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Account Payment Reverse Discount/Payment Fields |
If selected, the Payment field will be on top. If not selected, the default is the Discount field on top. |
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Disable Prompt Pay Discount After Day of month |
If selected, this disables Prompt Payment Discounts after a certain amount of days since statements are ran. |
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Disable Emailing Project Workbooks |
If selected, will not include an Excel file with project details with emailed statements Learn more |
If you have questions or suggestions about this information, contact support@paladinpos.com.
