Applied Credit History Report
Knowledge Base, Reports
To run an Applied Credit History Report: In Paladin, on the top ribbon, select the Customers module. Enter or select a customer account from the Customer list. On the bottom ribbon of the module, select F6 Payment Management. In the Payment Management window, in the Charge Invoices pane, there are three options: All Applied Open […]
Payment Management
About, Customers, Invoice/Quote, Knowledge Base, Process, Setup
This article provides instruction and information on the following: How to apply a payment to an invoice How to view all payment charges and credits to an account or project How to view Applied Credit History How to correct a payment that was mistakenly applied to an invoice How to apply a payment to an […]
