To search quotes and invoices:

  1. In Paladin, on the top ribbon, select the Invoice/Quote module.
  2. Create or open an existing invoice.
  3. Right-click any invoice or quote line to open the quick access menu.
  4. On the menu, click Search Invoice/Quote.
  5. In the Search Invoice/Quote window, enter a search term, then press Enter.
  6. To repeat the search and find the next match, click F9 Find Next.

Tip: For even quicker access to this feature, use the keyboard shortcut Ctrl + F to open the Search Invoice/Quote window.

Search Invoice/Quote
Figure 1: Search Invoice/Quote

If found, the item in the invoice or quote will be highlighted.

Item found in invoice/quote
Figure 2: Item found in invoice/quote

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: 4/25/24