Splits happen! The new “Invoice (store)” tab
They have to leave the nest sometime. In the setup menu, a select group of the global adjustments have left the protection of the “Company” tab and, along with some new features, have banded together under the new “Invoice (Store)” tab. Our webinar host will explain these changes and the new features under the “Invoice (Store)” tab. Sources close to both tabs report they have parted as friends and the Company tab is looking forward to much quieter evenings and weekends.
Set duplicate invoices to print on a receipt printer
Note: You must be a manager or a higher position to change this setting. To set up duplicate invoices to print on a receipt printer: In Paladin, from the main menu, select File > Setup. Select the Invoice (Store) tab. In the Invoice pane, check Use Receipt Printer for Invoice Reprint. Click Save, then click […]
Invoice/Quote module: Display Description 2
When you add an item to an invoice, Paladin can display the inventory item’s Description 2 text (from the Inventory module) in the Description box. Figure 1: Inventory module Description 2/Invoice/Quote module showing description of item This lets a salesperson view the description while they are creating the invoice. Description 2 text is always printed […]
Transactions Report: View customer invoices by project
To view customer invoices by project in the Transactions Report: In Paladin, on the top ribbon, select the Reports module. In the Report Area pane, select Sales Analysis > What I Need To Know. In the Report List pane, click Transaction Report. In the Choose Report pane, click F12 Next. In Report Settings, in both the Beginning and Ending columns, select the customer account. In the Additional Settings pane, in the Keyword Search list, select one of the […]
Force invoice to big form
To print all invoices, quotes, and special orders for a specific customer on the store’s laser printer using the big form (8 ½ x 11): In Paladin, on the top ribbon, select the Customers module. Enter or select the customer account in the Customer list. In the Form Control pane, check Force invoice to big […]
In the mix – new invoice importer feature
The new Invoice Importer feature lets you import transactions from other systems into Paladin Point of Sale. This useful option allows you to use Paladin Point of Sale to manage your inventory and sales history for items that you may sell using another system.
View last 100 invoices
In Paladin, you can see a list of recent invoices (up to 100) for a terminal or customer and quickly reprint or email an invoice in the list. If you have a customer selected in Paladin’s Invoice/Quote module, you will see the invoices for that customer from all terminals. Otherwise, you will see the last […]
Email invoices
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 […]
Invoice barcodes
Paladin invoice barcodes use the code 128 barcode standard. This eliminates issues that cause some invoice barcodes to print incorrectly after a Windows update. Most scanners can read the code 128 barcode standard. If your scanner is not reading new invoice barcodes, one of the following situations may be true: You may need to set […]
Customizing the invoicing process to fit your store’s specific needs
Ever wonder why or how stores have all those custom invoices? We can show you how! Use Paladin Point of Sale to your advantage and make invoices the way you want them to be!
Email statements
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 […]
Disable Auto-Combine of rows in an invoice/quote
By default, Paladin auto-combines identical inventory items into a single line on the customer’s invoice or quote. To turn this feature off: In Paladin, from the main menu, select File > Setup. Select the Invoice (Store) tab. Check Disable Auto-Combining of Rows. Note: This is not available if Ace Rewards is enabled. Click Save, then […]
Invoice Margin Analysis Report
This article provides instruction on creating an Invoice Margin Analysis report. To create the report: In Paladin, on the top ribbon, select the Reports module. In the Report Area pane, select Sales Analysis > What I Need To Know. In the Report List pane, select Invoice Margin Analysis Report. In the Choose Report pane, click […]
Watermark style line numbers
Watermark style line numbers are displayed on Paladin’s Invoice/Quotes and Purchase Orders. The same style line numbers are on the invoice screen and the PO Receive screen. With this, when the screen displays a message, such as combined with line 3, it is easy to find line 3 should you have reason to review the […]
Invoice/Quote Advanced Lookup sort feature
To use the Advanced Lookup/sort function, perform the following: In Paladin, on the top ribbon, select the Invoice/ Quote module. On the bottom ribbon of the module, click F1 Advanced Lookup. Select and enable from the following: Class Department Location Supplier Keyword The options of Exact Phrase or Include Special Order Items can also be […]
