Insert subtotals on an invoice
The Insert Subtotal option allows customers to break their invoices in to job categories (electrical, plumbing, etc.), or by their clients/jobs (West job, John Doe, etc.). You must enter, in sequence, the items you want for a subtotal. When done entering items in sequence, you need to enter at least one item that is not […]
Invoice/Quote module Quick-access menu
When in Paladin’s Invoice/Quote module, and right-click on an item, the following menu opens: Figure 1: Invoice/Quote menu The following provides the function of each menu item: Select this menu option To do this Insert Line Item Insert a blank line item above the selected line item. Benefit: Insert a line-item anywhere in the […]
Quick access menus
Speed up invoicing and purchase order processing with Paladin’s quick access menus. Right-click any line item on an invoice or purchase order, and get immediate access to commonly used tasks and tools. This article provides instruction and information on quick access menus for the: Invoice/Quote module PO module Invoice/Quote module To open the quick access […]
