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Customer Receipt Options |
  
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Customer Receipt Options |
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POSitive presents a wide variety of customer invoice forms and options. (see Report Writer for additional options)
By default, POSitive automatically prints invoices/receipts to your Windows default printer driver. By going to Station Settings, you should make refined selections. See Station Settings for particulars.
| • | No Receipt - If customers generally do not need a receipt then you can save paper and effort by deactivating the print option. This is a station setting. Maintenance: Station Manager: Edit Station: Printers/Email: Printing Options: Transactions: Skip Printing Of Invoice/Receipt. When this is activated, the invoice will be processed, but no receipt printed. In the event a customer would like a receipt, then click on Reprint [F7] on the Change Due screen or go to Invoice History and reprint the invoice. |
| • | Full Page Receipt - known also as a Standard form. When printing on a full page laser, ink jet, or dot matrix printer, POSitive prints a professional looking invoice. |
This "standard" form can be copied and modified by going to Reports: Report Center: Receipt Layouts or Invoice/Reports Layouts. To print on pre-printed forms of various sizes one can clone a form found in the list. Project Rating: Difficult - requires time, skill, and involves some trial and error.
| • | Paper Tape Receipt - known also as a 40 Column or register tape. POSitive has 6 pre-defined layouts and allows you to clone and create your own specially designed customer receipt. Go to Reports: Report Center: Receipt Layouts to select or create new forms. Project Rating: Easy (see Gift Receipt as a sample of what can be done.) |
| • | Print a calculated "You Saved: $xxx.xx" amount on the 40 Column receipt More Info |
The 40col invoice receipt can include a calculated field of how much the customer has saved because of coupons, discounts, and/or the difference between the assigned selling price and a suggested retail price. This section determines the basis for price comparison
Additional Setup Required. You will need to edit your 40col invoice receipt to include the You Saved variables. (see Printer Forms) |
| • | Print Customer Name on 40 Column Invoice - It's the little things that count. By choosing form 5 or form 7 the customer name will be included on the invoice. This is a station setting. Printers/Email: Invoice |
| • | Add Your Company Logo or Seasonal Graphic To Your Invoices, Orders, Layaways, Etc. - When using the full page, standard form your graphic is automatically added. Go to Maintenance: Company: and Logo tab and Load a Picture. NOTE: The image you want to use must be stored in the DataX\Images folder for it to be used system wide. If you are using a 40 Column Receipt Printer this is available only on some printer models, check with your dealer or POSitive Software Company. |
| • | Add Your "Store Motto," Web Address, E-Mail Address To Your Invoices, Orders, Layaways, Etc. - Go to Maintenance: Company. The "Invoice Line" allows you to add such phrases as "In Business Since ..." or some other store motto. |
| • | Confirm That Invoice is Finished Before Printing - More than just confirming the invoice is finished, you can double check to assure that the correct tender has been selected and applied. This is especially useful if you often split the payment method or use foreign currency or credit cards or food stamps. If it is not correct you can choose No and make corrections. This is a station setting accessed through Maintenance: Station Manager: Transactions: Ask To Print Before Finalizing Invoices / Layaways. (TIP: Whether this is selected or not, whenever you come to a tender screen you can always press ESCape to return to the invoice.) |
| • | Prompt To Choose Printer When Invoicing - you may manually choose a different printer when processing an invoice. Perhaps most sales use a 40 Column printer, but occasionally you want to print to a dot matrix paper with multiple part forms. This is a station setting. Maintenance: Station Manager: Edit Station: Printers/Email: Printing Options: Transactions: Always Prompt To Choose Printer When Invoicing. (TIP: Whether this is selected or not, whenever you come to a tender screen you can always press Change Printers [F9].) |
| • | Prompt To Preview When Invoicing - choosing to preview not only allows you to review the invoice before it is printed, it allows you to change printers, or cancel printing if you choose. This is a station setting. Maintenance: Station Manager: Edit Station: Printers/Email: Printing Options: Transactions: Always Prompt To Preview When Invoicing. |
| • | Print Policy Statement and/or Seasonal Greeting - A different policy statement or message can be composed for Invoices, Layaways, Orders, Service Orders, and Quotes. These can be changed as often as you wish. Go to Maintenance: Definitions: Policy Statements and then select the type of transaction. Enter your message in the box. |
| • | Print Items In Sort Order - When an invoice or receipt is printed, the items purchased can be sorted by SKU, Description, or left in the order in which they were added at the invoice. Customers who purchase items for various projects benefit from this feature. Go to Maintenance: Station Manager: Edit Station: Printers/Email: Printing Options: Transactions: and activate Transaction Detail Order. |
| • | Print To Alternate Printer When On Account - If the invoice is placed on AR you can choose to have the invoice printed to a different printer in a different office. This is a station setting. Maintenance: Station Manager: Edit Station: Printers/Email: Printing Options: Transactions: Use Alternate Printer When On Account. Be sure to select the appropriate printer driver and form under Alternate Invoice on the lefthand side of Station Detail. |
| • | Print Orders, Layaways, Service Orders to Different Printers and With Different Forms - Because Station Detail separates different printing tasks, you can select a local or network printer for each task. Maintenance: Station Manager: Edit Station: Printers/Email and choose a transaction type |
| • | Print A Pick List / Packing Slip - When completing an invoice or order, POSitive can print a copy of the receipt without pricing information to give to staff or customer for filling the invoice or order. This is a station setting. You will need to do three things. 1) go to Maintenance: Station Manager: Edit Station: Printers/Email: Printing Options: Packing Slips. select an option (Never, Always, or Ask) 2) activate pick list options Maintenance: Station Manager: Edit Station: Printers/Email: Printing Options: Transactions: Pick List Options: --- Prompt To Print Pick List When Completing Layaways, Orders, etc. --- Print Stock locations of products --- Print Current Stock Quantity 3) select the printer and form and quantity to print Maintenance: Station Manager: Edit Station: Printers/Email: Packing Slips |
| • | Print Extra Forms & Receipts - Advanced Printing is designed to print other forms when certain conditions on the invoice are met. For example, when taking a motorcycle in on trade, POSitive can print a transfer of title and an odometer report See Advanced Printing for detailed information and Gift Receipt for an example of use. |
| • | Grouping of Items On Invoice When Printing - When an invoice or receipt is printed, POSitive can automatically arrange the items on the printout by the category to which they belong. Maintenance: Station Manager: Edit Station: Printers/Email: Printing Options: Transactions: Grouping Options When Invoicing |
| • | Price On Invoice Includes Taxes - generally used as an international setting, but can also be used in tourist shops where customers are not familiar with local taxes or in institutions like schools, hospitals, and bazaars. Go to Maintenance: System Setup: Tax Options: Tax Inclusive tab Consider the options listed here. ALSO, If you are using 40 Column Receipt Printer select form 3 or form 8. |
| • | Print Your Company Logo On 40col Invoice/Receipt - Some printers allow you to load you company logo directly into the printer so that each invoice will be pre-stamped. Typically, the logo must be a bitmap format .bmp, black and white, no grey scale, and just 1 bit depth. See Your Dealer for more information. |