Lengthy notes in Invoice/Quotes

Invoice/Quote, Knowledge Base, Process

Before this feature, writing a note in an invoice/quote was limited to 62 characters. Now, lengthy notes can be pasted into a Note field, which holds 48 characters, with the remaining characters flowing into the next Note field. Note: This can only be done by copying and pasting the text. In Paladin, on the top […]

Printing receipts

About, Invoice/Quote, Knowledge Base, Process, Setup

This article provides instruction and information on the following: How to set up custom text on your receipts How to print a receipt from the Invoice Report How to print a receipt with a known part number How to print a receipt with a known customer name How to find and print a receipt without […]

PAID BY invoice label

Invoice/Quote, Knowledge Base, Process, Setup

To set the PAID BY label to full-sheet invoices and paper tape receipts: In Paladin, from the main menu, select File > Setup. Select the Forms tab. In the Form Information pane, check Enable “PAID BY” label on forms. Click Save, then click Close.

Enable receipt text

Invoice/Quote, Knowledge Base, Process, Setup

As an expansion of inventory’s Auto Text feature, rather than allowing a unique message per inventory item, receipt text is a single four line message that appears on the customer’s receipt (when triggered).  Figure 1: Receipt text To enable this feature: In Paladin, from the main menu, select File > Setup. Select the Company tab. […]