Enhanced Statement Processing in Paladin Point of Sale
Month-end statements
This article provides instruction and information on the following: Automatic Month-end Statement process Benefits and changes Enhanced Month-end statements functionality Multi-store setup and requirements How to run Month-end statements Manual statement run Account Summary Report How to reverse a Month-end statement How to save Month-end statements for bulk mailing Automatic Month-end Statement process Paladin is […]
Paladin’s Enhanced Statement Features Guaranteed to Simplify Your Life
Paladin’s automatic statements processing lets you schedule a time for the statements to process overnight so they are ready to be printed or emailed the following day.
Paladin Settings: Receivables tab
The Receivables settings control how monthly statements are generated in Paladin. To access these settings: In Paladin, from the main menu, select File > Setup. Select the Receivables tab. Note: There are two sections to the Receivables tab, which are presented below, the Statements pane and the Invoice/Quote pane. The following are the settings/descriptions of […]
Statements
This article provides instruction and information on the following: How to print a statement without a transaction report How to print a message on a statement How to handle the error message about a corrupt logo in a statement Setting up Store email Set Email delay Statement print to support windowed envelopes Note: For month-end […]
Multi-Store: Alternate Sales Report
Note: This feature is Multi-store only. Multi-store Paladin clients have available the Alternate Sales report that accompanies end-of-month customer accounts receivable statements. The Alternate Sales report focuses on customer accounts that were defined with Open Item accounting systems. A historic component of open item accounting is to display every unpaid invoice and unapplied credit regardless […]
