Email Manager

Customers, Knowledge Base, Process

Today’s customers are increasingly interested in receiving invoices and other correspondence through email. Paladin supports this by including email options for quotes, invoices, purchase orders, statements, and more. Email Manager offers a consistent email experience throughout Paladin. When you use the email feature to manually email invoices, quotes, purchase orders, sales history, and other information, […]

Email invoices

About, Customers, Knowledge Base, Process, Setup

This article provides instruction and information on the following: How to set up Paladin to send email invoices How to email an invoice How to email an invoice at checkout Emailed invoices show the invoice number in the subject line How to customize a message on emailed invoices How to set up Paladin to send […]

Email statements

About, Knowledge Base, Process, Setup

This article provides instruction and information on the following: How to set up Paladin to send email statements How to email a statement Set Email delay How to print a message on emailed statements How to set company name in emailed statements Itemized Excel spreadsheet added to email statements How to turn off Excel attachments […]

Compress (zip) email attachments

Knowledge Base, Process, Setup

This article provides instruction and information on the following: How to compress (zip) email attachments How to disable the compress (zip) email attachment default How to compress (zip) email attachments To compress (zip) email attachments: In Paladin, from the main menu, select File > Setup. Select the Forms tab. In the Email Options pane, check […]