Paladin Settings: Receivables tab

Knowledge Base, Setup

The Receivables settings control how monthly statements are generated in Paladin.  To access these settings, in Paladin, on the File menu, click Setup and then click the Receivables tab.     Setting  Description  Enable Statement Generation  Turns on statements.   Requires Paladin Support  Invoice Hold When  Customers with a credit limit who are past due cannot make a charge payment when the payment […]

Statement print for window envelopes

Knowledge Base, Setup

To set up monthly statements to support envelopes with windows: In Paladin, from the main menu, select File > Setup. Select the Receivables tab. In the Receivable Settings pane, check Fit Statement to Windowed Envelope. Click Save, and then click Close.

Multi-Store: Alternate Sales Report

Invoice/Quote, Knowledge Base, Reports

This feature is Multi-store only. Multi-store Paladin users 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 of […]