OpSuite Point of Sale allows you to customize your receipts and/or invoices and assign them to one or more of your locations.  You can add custom text to highlight an event or your return policy,     as  well as choose what information is displayed on both regular and gift receipts.

  As you start customizing your receipt template, the changes you make will appear on a receipt mockup on the right side of the page.  This allows you   to see what your receipt will look like.

 Start by selecting your Receipt Type (Receipt or Gift) then name your template.  For instance, if you are highlighting an event, name it after the event   so you can easily identify it. 

• Store Name - You can use the name from Location Details or enter a new name.  The store name will always be at the top of the receipt.
• Store Address - Select to use the address from Location Details, or enter a new address.  You can choose to have the address visible or hidden, and at the top or bottom of the receipt.
• Store Phone - Use the phone number from Location Details or enter a new number.  You can choose to hide the phone number, or show it at the top or bottom of the receipt.
• Store Number - This is the location code assigned in Location Details.  You can use the assigned code or enter a new one.  You may also choose whether to hide the store code, or display it at the top or bottom of the receipt.
• Website - You may use the website from Location Details, or enter a new one.  The website may also be displayed at the top or bottom of the receipt, or hidden.
• Receipt Image - Adding an image to your receipt will enhance the look.  You can use the image from Company Setup, or you may upload a new image.  To upload a new image, you must first add it to the list of available images.  Start by selecting Add Image, and browse for the image you want to use.  The optimal size for the image is 100px by 100px, as it will not be resized in OpSuite.  The image clarity is dependent on your receipt printer's printing resolution.  It's best to use a simple, single color (black) image.  Once you have added your image, click on Choose Image, and select the image.

Additional Receipt Options

• Transaction Settings 
  
  • Show Sku - This will show the sku for each item on the transaction.
  • Show Number of Items Sold - This will be the total number of items sold.  You can choose to include non-inventory items if selected.
  • Show Number of Line Items - This will be the total number of lines on the transaction, not individual items.  You can choose to include non-inventory items if selected.
  • Show Line Comments - Comments that are entered on a line item.
  • Show Gift Card Balance - If a gift card is used, you can show the remaining balance.
  • Show Transaction Barcode - This will print the barcode at the bottom of the receipt.  This can be used to retrieve the transaction from the history for a return.
  • Show Card Payment Numbers - This will print the last 4 numbers of the credit card used.
  • Receipt Item Order - The display order of items in the transaction (As Entered, By Sku, or By Price)
• Tax Options - Group Tax will sum all of the tax together in one line.  Individual Tax will show each tax type separately.  Which taxes are shown depend on the taxes in the Tax Group for your location.  For instance, State, County and City tax will each show in a separate line.  
• Name Options 
  • Show Customer Name - This will only be displayed if a customer is selected for the transaction.
    • Display Customer Points - If a customer is selected for the transaction, you can display their current points balance if you have a Points Campaign.
  • Transaction Comments - If a comment is entered at the transaction level, you can choose to display the comment.
  • Cashier Name - This will display the cashier's first name as entered in Employees.  It uses the cashier logged in at the time of the transaction.
• Line Item Sale Settings - If the item is on sale, you can choose if you want the receipt to indicate the item was on sale.
  • You Saved $X.XX - This will show how much the customer saved on the item under the description.
  • Regular Price $X.XX - This will show the regular price of the item under the description.
  • SALE - This will just indicate that the item was on sale.
  • Don't Show - This option will leave the line item only display the sale price with no indication of the sale.
• Transaction Savings
  • Show TOTAL SAVINGS $X.XX - This will show the total amount of savings on the transaction.
    • Combined Item Discounts - Shows the total of all item discounts.
    • Transaction Discounts Only - Only shows the total of a transaction discount if entered.

You can enter up to 5 separate Free Text fields.  This allows you to separate information on the receipt.  Such as event information and return policies.  The Free Text can be left or right justified, or centered.  All Free Text fields will be printed at the bottom of the receipt, under the barcode.

Once all of your options are selected, take a look at the mock-up.

To apply your receipt template to a location, select Apply To at the bottom of the screen.  Here you will select which locations this receipt will be used.  

Gift Receipts are very similar to regular receipts.  Gift Receipts have taken many of the item options away, so that price, sales, and discounts are not shown.

 Customizing an Invoice

Customized Invoices are set up in the same way the custom receipts are.