Recall Transaction Preview Feature

Paladin’s Transaction Preview feature provides the capability to open a transaction and view the invoice with details of the transaction.

To use the feature:

1. In Paladin, select the Invoice/Quote module.
2. Om the bottom ribbon of the module, select F6 Recall Transaction.

The Recall Transaction window opens.

1. On the top of the window, enable the type of transaction to preview.
2. Highlight the transaction you want to preview.
3. Under the Preview column, click and hold the magnifying glass to open a preview window to view the transaction/invoice.

4. While continuing to hold the mouse click, you can interact with the preview window by hovering over it and using the mouses scroll wheel to go through the transaction/invoice.

Figure 1: Click and hold view of invoice

1. Release the mouse click to close the preview.