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 |
Prevent customers with a past due balance from making a charge payment when the payment is overdue by the selected period:
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Service Charge % |
Service charge percentage applied to past due balance. |
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Default Service Charge Min |
Minimum past due service charge amount. This charge is applied when the calculated service charge % is lower that this amount. |
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Min Balance for Discount |
Minimum account balance required to receive a prompt payment discount. |
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Service Charge Grace Amount |
Service charge is NOT applied when the statement 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 |
Save statements to your computer, typically in this directory: C:\paladinpos\statements |
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Do Not Output Emailed Statements to File System |
Do not save emailed statements to your computer. |
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Print Transaction Details with Statements |
Include transaction details on customer statements. |
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Print Only Open Item Transaction Details |
Include 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 |
Do not include credits for ACH payments scheduled in the future on statements. |
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Disable Credit Balance Checkout Message |
Do 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 |
Include the remaining account balance on an account payment receipt. |
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Account Payment Reverse Discount/Payment Fields |
Place the Discount box above the Payment box in all account payment windows. The default is to show the Payment box on top. |
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Disable Prompt Pay Discount After Day of month |
Remove a prompt payment discount if payment is not received by this day of the month. |
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Disable Emailing Project Workbooks |
Do 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.
