How to change the default tax information on a Customer account
Note: Before you begin this procedure, the correct tax definitions must be set up; therefore, it is recommended to consult an accountant or tax attorney. When you change the default tax definition, it will be applied to the current transaction and subsequent transactions. In Paladin, on the top ribbon, open the Customers module. In the Customer […]
How to transfer a customer account balance to Paladin Point of Sale
Note: This article includes step for you to transfer a customer balance from one type of accounting method to the Paladin Point of Sale system. To maintain accurate record keeping, follow these procedures in this order: Create a balance transfer department Create a balance transfer SKU How to create a customer account How to transfer […]
How to apply a pricing plan to a customer account
Offer your customers special discounts by creating and assigning pricing plans to their customer account. Note: To set up a pricing plan, refer to KBA: How to set up pricing plans and sale lists. In Paladin on the top ribbon, select the Customers module. In the Customer list, select the customer or search for them […]
