How to reverse account payment and discount fields
Invoice/Quote, Knowledge Base, Setup
When set, Paladin displays the Payment field before the Discount field in the account payment window when you process a customer account payment. By default (without this setting), the Discount field appears first. To display the Payment field before the Discount field in the Account Payment window: In Paladin, from the main menu, select File […]
How to add customer account balances to account payment invoices
Invoice/Quote, Knowledge Base, Setup
Improve your customer’s experience by conveniently printing their current account balance and their last statement balance on account payment invoices. The printed values show the remaining balances after the account payment has been applied. To print customer account balances on account payment invoices: In Paladin, from the main menu, select File > Setup. Select the […]
