Receipts
The following Data Management editors are used to configure customer receipts:
Editor | Description | ||
|---|---|---|---|
Print unique messages for guests in the header or footer of receipts. Assign messages to templates using the Receipt Templates editor. | |||
Create and configure templates for the following types of print jobs:
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Receipt Messages
→ → → → →
To create a receipt message:
From the Receipt Message List homepage, select New Receipt Message.
From the General section, define the following settings:
Setting
Description
Message Name
Type a name for the receipt message.
Description
Type a description of the receipt message.
Active
Toggle Active if the receipt message is currently available for use at the site.
Message Type
Select the location for the message on the receipt: Header or Footer.
Message Body
Type the message to print on the receipt.
Any Time Period
Toggle Yes to print the message on the receipt during ALL time periods.
Toggle No to only print the message on the receipt during specific time periods.
From the Time Periods dropdown, select the time period(s) to print the message.
From the upper-right of the screen, select Save.
Receipt Templates
→ → → → →
To create a receipt template:
From the Receipt Template List homepage, select New Receipt Template.
From the Create New Receipt Template page, define the settings in the following sections:
Section
Description
Define general settings including the name and template type.
Define optional elements.
Setup messages to print in the header or footer of the print template.
Select an image file to include with a print template.
Define the content to print.
Opmerking
The following sections are not available for all template types:
Options and Sorts
Receipt Messages
Image
From the upper-right of the screen, select Save.
General
From the General section of the Receipt Templates editor, define the following settings:
Setting | Description |
|---|---|
Name | Type a name for the template. |
Active | Toggle Active if the template is available for use at the site. Multi-site users: To the right of the field, select the globe icon to define values for each site. |
Template Type | From the dropdown, select the applicable print template type. |
Description | Type a description of the template. |
Options and Sorts
From the Options and Sorts section of the Receipt Templates editor, define optional elements for a print template:
Setting | Description |
|---|---|
Grouping Preference | From the dropdown, select the desired method to group items on the printout. The default is None. |
Extra Print Elements | Select the elements to include on the printout. |
Sorting | Select the method to sort order item types (If applicable):
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Opmerking
The available grouping preference and print elements vary by template type.
Receipt Messages
From the Receipt Messages section of the Receipt Templates editor, setup messages to print in the header or footer of the print template:
Setting | Description |
|---|---|
Print Header Message | To print a message in the header:
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Print Footer Message | To print a message in the footer:
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Image
From the Image section of the Receipt Templates editor, add an image to a print template (if applicable):
Select Choose File to upload an image. A preview of the image is displayed.
In the Image Size % field, type the image size as a percentage.
From the Image Align field, select the desired alignment for the image.
Content
From the Content page of the Receipt Templates editor, define the content to print:
Field | Description |
|---|---|
Template Editor | Edit the markup language as needed. From the upper-right corner of the Content section, select Template Help to view a description of the available template variables and layout functions. |
Template Preview | View a preview of the pint job.
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Opmerking
If a template is not defined for a particular receipt or report, the default template is used.