Join the mobile revolution and expand your business with the Paladin Mobile2Checkout app. Available for any Android device, the app’s intuitive design and easy-to-learn interface lets you make sales and process returns from anywhere with an internet connection.

Mobile 2 Checkout invoice

The Mobile2Checkout app supports these familiar invoicing features:

  • Add a customer to the invoice from your Paladin customer database
  • Scan and add items to the invoice using the camera on your device
  • Search for and add items to the invoice from your Paladin inventory database
  • Add items to the invoice manually by part number
  • Modify an invoice item’s quantity and price
  • Add invoice notes
  • Calculate sales tax based on the store’s sales tax settings
  • Accept cash, credit card and charge payments
  • Process item returns
  • Store a transaction for later processing in Paladin Point of Sale
    • This feature is useful when you want create the invoice on a mobile device, and then apply pricing plans on a Paladin Point of sale terminal later. Pricing plan support is planned for a future Mobile2Checkout release.

To access the Mobile2Checkout app, enter your employee ID number and password. All transactions sync with Paladin Point of Sale and will appear on your daily balancing reports.

In the future, we’ll be adding support for customer loyalty programs, customer pricing plans and corporate promotions.

How it works

Setup the Mobile2Checkout app on your Android device

Paladin Support must setup the Mobile2Checkout app. To contact Paladin support, call 1-800-725-2346, option 2 or email support@paladinpos.com.

Open the app

To open the Mobile2Checkout app on your Android device, tap the icon.

Tap the Mobile 2 Checkout app icon

Start the app

Note: If the Mobile2Checkout app is already running on the device, this step may not be required.  

In the Company and Code boxes, enter the Mobile2Checkout app credentials provided by Paladin Support. In many cases, these credentials will be filled in by the app automatically.

A message will appear briefly to let you know that the app has connected to your Paladin Point of Sale system.

Tap start to login

Tap your store. If you store has multiple locations, tap the appropriate store for the sale. 

Select your store

Sign in with your credentials

Enter your Employee ID and Password, and then tap Login.

Enter employee credentials

Create a new invoice

Tap Start New Invoice to open the INVOICE screen.
Start an invoice

Optional: Add a customer from the Paladin customer database

To add a customer to the invoice, tap the Customer magnifying glass, and search for the customer. Tap Type to select a search option.

Tip If this search feels familiar, it is. We incorporated the power of our Paladin Point of Sale Advanced Lookup search feature—including its multiple search options–into our Mobile2Checkout app.

Search for a customer

Tap any search result to add the customer to the invoice.

Select a customer from search results

Add items to the invoice

You can add items to the invoice in these ways:

  • Tap Scan Item, and then scan the item’s barcode with the camera on your device.
    Scan a part number

    Note: Barcode scanner accessories for Android tablets can also be used to scan and add items to the invoice.

  • Tap Search Inventory, and search for the item by name or part number. To add a search result to the invoice, tap it.
    Search inventory

  • Enter the part number in the Add Item box.
    Manually enter a part number

To change the quantity or price after you add an invoice item, tap the pencil icon.

Edit quantity and price

Optional: Add a note to the invoice

To insert a note on the invoice, tap Add Note, and then enter the note text.
Tap Add Note to add a note to the invoice

Tap Note to add the note line item to the invoice.
Tap + Note to add the note you typed

Start the checkout process and complete the transaction.

When you are ready to collect payment, tap Checkout, and then select a payment option.

Tap Checkout and choose your payment type

Mobile2Checkout can process these payment types:

  • Account Charge: Charge the customer’s account and collect the customer’s signature.
    Account Charge Payment

  • Cash: Accept a cash payment.

  • Credit Card: Process a credit card payment and collect the customer’s signature.

    Note: Contact Paladin Support to obtain the point-to-point encryption (P2PE) credit card device for your Worldpay (formerly Vantiv) card processing account.

    Process mobile credit card payment

Email the receipt

After the transaction is complete, if you selected a Paladin customer that had an email address on file, the invoice is automatically sent to that email address.

 If you did not select a customer or if the Paladin customer does not have an email on file, an Email Receipt option appears. If you want to specify an email for the receipt, tap Email Receipt, enter an email address, and then tap Send. Otherwise, tap Done.

Note: You must have email account set up in the default Mail app on your Android device to use the email feature.

Email Receipt option lets you enter a customer's email address

Process item returns

To process a returned item, follow these same steps, and when you add the item to the invoice, entering a negative quantity.

Store a transaction

When you start the checkout process, you can store the transaction, and complete the transaction later in Paladin Point of Sale. To store the transaction, after you click Checkout, when the screen where you select a payment type appears, tap Save Invoice, and then enter a Name and Memo to identify the transaction when you recall it later.

Save a Mobile 2 Checkout invoice to recall later in Paladin Point of Sale

To recall the Mobile2Deliver transaction in Paladin Point of Sale,  click Recall Transaction or press F6, and select Quote ─ Order. The invoice will appear in the list with the name and memo that you entered on your device.  

Recalling Mobile 2 Checkout invoice in Paladin Point of Sale

If you have questions or suggestions about this information, contact support@paladinpos.com.