Receipt Settings

Receipt Settings

Receipt Settings Overview

POS -> POS Device Global Settings -> "Receipt Settings"

"Receipt Settings" is related to printing the details in the customer's receipt after completing the sales transaction. When the sales transaction is completed, the receipt will be generated with details set by the administrator, such as store details, items with or without UPC, quantity, and other information, such as return information. The administrative users of Control Center can manage the settings related to receipt printing and keep the minimum details to save receipt paper.

In this article, you will learn about the types of receipts you can enable to be printed and the details you can include.

1. Reaching "Receipt Settings"

To reach "Receipt Settings," follow the steps below: 
  1. Step 1: Log into Control Center
  2. Step 2: Click Point of Sale
  3. Step 3: Click Maintenance
  4. Step 4: Click Settings & Panels
  5. Step 5: Click POS (Under the "Settings" link)
  6. Step 6: Click POS Device Global Settings
  7. Step 7: Click Receipt Settings
Figure 1.1 below will help you understand the navigation better:  

  
Figure 1.1

Note: You can reach "Receipt Settings" by following the path: Control Panel >> Settings >> POS >> POS Device Global Settings >> Receipt Settings.  

2. Receipt Settings

You can configure the following sections for the receipt settings: 
1. Receipt's header and footer details
2. Settings for printing receipts 


Figure 2.1
Enter the header and footer details to be printed on the receipt.
1. Header 1 to 5: Enter the details you need to print at the receipt's header. i.e., store name, address, city details, etc.

Figure 2.1.1

2. Footer 1 to 5: Enter the details you need to print at the receipt's footer. i.e., thank you notes, return policies, any instructions, etc.
3. Available Tags: Use the provided tags for store-specific details in the header and footer details in receipt printing. The tags are mass/universal settings, so you don't need to add the details store by store. You just need to add the tags, and it will collect the individual store details.

2.2 Settings for Printing Receipts 

These settings help you decide the types of transactions for which you want to print the receipts. Manage the below settings to print the details on the customer's receipt and the store's receipt for record purposes: 

Figure 2.2.1

1. Print Every Receipt: Enable this setting if you want to print every receipt after a sales transaction occurs. If this flag is enabled (set to "Yes"), every receipt will be printed after the sale or action is performed.
  1. Automatically Print Receipt: 
  2. If the Print Every Receipt setting is disabled, the Automatically Print Receipt setting appears.
  3. The Automatically Print Receipt enables automatic receipt printing. When you click this button, the Minimum Amount to Print Receipt will appear. Enter the required amount.
    1.  For instance, the system will automatically print the receipt for the sale amount of $100 and more if you enter 100 in this field. The system will not print any receipt for the transaction under $100.  
Figure 2.2.2

2. Print Receipt on No Sale: Enable this setting to print the receipt when the cashier performs the No Sales action from the POS. 
3. Print Receipt on Void Sales: Enable this setting to print the receipt when the cashier performs the Void Sales action from the POS.
4. Print Receipt on Cancelled Sales: Enable this setting if you want to print the receipt when the cashier performs the Cancel Sales action from the POS. 
NotesNote: The above settings (2, 3, & 4) are considered negative sales, which means the customer either voids the items or cancels the entire sale.
5. Print You Saved Amount on Receipt: Enable this setting to include and print the summed total of transaction discounts on the receipt. The customer can see the total amount saved at the bottom of the receipt based on buydowns, discounts, and manual discounts applied to the sales amount. The Show Discount Details on Receipt setting separately controls whether discount details are displayed below individual items.
6. Print Number of Items: Enable this setting to print the summed quantity of items on the receipt.
7. Print Receipt With Amount Saved: Enable this setting if you want to print the individual receipt for the total amount saved, as calculated for the discounts/buydowns.
8. Print Barcode: Enable this setting if you want to print a scannable barcode identifier at the bottom of the receipt. This barcode will be printed for item return purposes to identify the sale. 
9. Show Product Description on Receipt: Enable this setting if you want to display the product details (description) on the receipt.
10. Expand Cashier Receipt: Enable this setting if you want to show the expanded (full) receipt view on the POS panel. The cashier will see the full receipt on the left side if this setting is enabled.
11. Print Receipt Logo: Enable this setting if you want to print the store's logo on the receipt. By enabling this setting, the Receipt Logo Selection setting will be visible. The system enables it by default. Disable the setting if necessary. If you disable this, the Receipt Logo option will disappear.  
Receipt Logo: If the printer supports it, it will print a logo at the top of the receipt, a monochrome 256x256.bmp image.
 Figure 2.2.3
12. Print UPC # on Receipt: Enable this setting if you want to include the UPC details of the item below the item description on the sales transaction receipt.
13. Show Ordering Kit Items: Enable this setting to include and print any ordering kit items on the receipt.  
14. Draw Must Be Closed After Sale: Enable this setting if you want to mandate that the drawer be closed after every sales transaction. The cashier/employee can start a new sale (scanning items) only if the drawer is closed. Once you enable this setting, the Draw Must Be Closed After Sale Allow Override field will appear, as Figure 2.2.4 shows.

 Figure 2.2.4
  1. Draw Must Be Closed After Sale Allow Override: Enable this setting if you want a manager's authentication to start a new sale even if the drawer couldn't be closed for some reason.
15. Show Excise Tax as Summary: Enable this setting to include and print the excise tax details at the bottom of the receipt.
16. Extra Feed Before Cut: Enable this setting to leave some blank space before the receipt is cut. 
17. Enable DVR Feed: Enable this setting if you want POS integration on DVR systems that allow a COM input interface.
18. # of Credit Card Receipts: Enter the number of credit card receipts (copies) that you want to generate after completing the transaction through a credit card.
NotesNote: Credit card receipts will be printed using the selected number even if the Print Every Receipt setting is disabled.
19. # of Columns: Select the width of the printer columns for specific printers, i.e., 40, 42, or 44.
20. Hide Receipt Number: Enable this setting if you don't want to print the receipt number on the receipt.
21. Show Excise Tax Number & Tax Breakdown: Enable this setting if you want to show the excise tax number and tax breakdown in the receipt. 
22. Show Reprinted Text On Receipt: Setting this to "Yes" will show REPRINT on a receipt that is reprinted.
23. Receipt Text for Discounts Header: You enter the text to be used as "Discount Header" in the receipt. 
24. Hide Birthdate on Receipt: Enabling this setting will allow you to hide the loyalty customer's birthdate on the receipt.
25. Display Customer Name As: Select how the customer's name should be displayed on the receipt. The dropdown includes the following options:
  1. Truncated Name: Selected by default. When selected, the customer's name is displayed in the existing truncated format on the receipt.
  2. Full Name: When selected, the customer's complete name, including the First Name and Last Name, is displayed on the receipt.
The selected customer name format is reflected on both printed and preview receipts.

26. Show Discount Details on Receipt: Enable this setting to display discount details separately below each applicable item on the receipt. When enabled, the receipt displays the discount amount at the individual item level instead of displaying only the total transaction discount amount in the discount section. If multiple discounts are applied to an item, each discount is displayed separately in an individual row below the respective item.

The Show Discount Details on Receipt setting supports all existing discount types available in the application, including Altria P+ discounts.
NotesNote: The Show Discount Details on Receipt setting is disabled by default. When the setting is disabled, the receipt continues to display the total transaction discount amount in the discount section as per the existing receipt behavior.
After managing and configuring the settings, click the "Save & Close" or "Save" button to save the receipt settings.
NotesNote: Receipt Settings will be applied globally, which means they will be applied to every store (location) for the specific account for which you have logged in. But you can also configure these settings at the store level for the individual stores (locations). For that, reach the "Locations" module. Edit the location (store) and click "Manage POS Settings" to configure the different POS settings rather than applying the POS Device Global Settings. So, you can override the POS Device Global Settings for any store as per retail business requirements.