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.  




Enable Statement Generation 

Turns on statements.  
Requires Paladin Support 

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: 

  • Never: Always allow [default] 
  • Past-due-1: 30 days 
  • Past-due-2: 60 days 
  • Past-due-3: 90 days  

Service Charge % 

Service charge percentage will only be applied to customers with a past due balance. 

Default Service Charge Min 

Is the minimum past due service charge amount if higher than the Service Charge %.

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. 

Statements Output to Printer 

Turns on printed statements. 
Note: Report printer must be defined on the Network tab. 

Statements Output to File System 

Saves statements to your computer, typically in the directory: C:\paladinpos\statements 

Do Not Output Emailed Statements to File System 

If selected, emailed statements will not save to your computer. 

Print Transaction Details with Statements 

If selected, transaction details will print on customer statements. 

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.  

Fit Statement to Windowed Envelope 

Adjusts statement margins to fit windowed envelope. 

Include credit balance statements 

Create statements for accounts with a credit balance. 

Display Prompt Payment Discount After Balance is 0 

Apply prompt payment discount when the statement balance is zero. 

Ignore Credits Dated Later Than Today 

If selected, will not include credits for ACH payments scheduled in the future on statements.   

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 

Print Balances on ROA Receipts 

Will include the remaining account balance on the bottom of an account payment receipt. 

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.

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.

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

*Content is subject to change. For the most recent version, visit the Help Portal.
Printed on: 5/16/22