Receipts
Regardless of the type of business you run, there are a variety of receipts that can be printed once you have configured the appropriate printers to work with Heartland Point of Sale. These can range from the typical printed receipt customers receive after paying for an Order that lists all the items that were purchased, to the Kitchen Receipt that is printed at a Kitchen Station and has only the items in an Order that require kitchen preparation. Receipts can also vary depending on whether customers pay at the table, or pay at the register for an Order. Both businesses have Credit Card Slips that are printed for all credit card transactions, however at a business where customers pay at the table, the Credit Card Slip will have a line to add a tip.
Below is an explanation of each type of receipt and the different scenarios in which they would be used.
Receipts
Each of the following receipts has the same basic template, however there will be a difference at the bottom of the receipt where the tender is listed.
At the top of these receipts, you have space for your business’s Logo, Location Name, a Header and the Date and Time. The Header can be as simple as “Welcome!” or something more specific to your business, like “Tastiest Tacos on the East Coast.”
Below this section is the Transaction Information. This includes the Order and Transaction Numbers, the Server/Associate who completed the Order, the Order Identifier or Order Name, Item Count, and each Item in the Order . Below this, Discounts, Taxes and Tips will be listed if applicable, along with the Subtotal and Total. Then there is the Tenders section, which will vary depending on how the customer paid.
Finally, there is the Footer section. This includes space for your business’s contact information, a line to add another quick message, and space for a barcode.
For more information on customizing your receipt click here.
Cash
This receipt is printed at the end of a cash transaction; during the Checkout Process, select Cash on the Payment Method Screen and then press Print Receipt on the Receipt Screen.
In the Tenders Section of the Cash Receipt it will say Cash with the total amount of cash the customer gave, and Change with the amount of change due to the customer, if any.
Credit
This receipt is printed at the end of a credit/debit transaction when you have the Retail Tipping Method turned on. During the Checkout Process, select credit on the Payment Method Screen. The customer can then input a tip, if any, directly on the point-of-sale. If you have the Signature Screen turned on, the customer can sign directly on the point-of-sale screen. Next, on the Receipt Screen, select Print Receipt. Note: If you do not have the Signature Screen turned on, a Credit Card Slip will be printed along with the receipt so the customer can sign for the transaction.
In the Tenders section of a Credit Receipt it will say Total with the total amount due across from it. Below that is the Card Type (e.g. Visa, MasterCard, etc.) and the last four digits of the card used, with the total amount charged to the card across from it. Then you will see Auth Code followed the unique authorization code for that transaction.
Refund
The Refund Receipt is issued when a customer returns, or requests refund for an item they previously purchased. During the Refund Process, after you have selected the items that are being refunded, press the Refund Button. After the Refund is processed, you are asked what type of receipt you would like. Press Print Receipt.
At the top of the Refund Receipt, in the Transaction Information section, there will be a Refund Number and the original Order Number, followed by a list of the item(s) refunded. At the bottom of the receipt you will see Total with the total amount being refunded across from it. Below that it will list how the total is being returned, either in Cash or to the Credit/Debit Card used, and the total amount refunded across from it.
Check
This receipt is printed if a customer pays using a personal check. During the Checkout Process, select Check on the Payment Method Screen and then press Print Receipt on the Receipt Screen.
Because the customer uses a tender that cannot be processed or put in the cash drawer immediately, a Check Receipt simply lists the total amount due in the Tender section.
Customers can choose to have their receipts emailed to them instead of printed. To do this, simply choose the Email option on the Receipts Screen, enter the customer’s email address, and press Send. They will receive a digital copy of receipt, which will include all of the same information that would have been printed on a physical receipt.
Credit Card Slip
Credit card slips are printed when you have the Restaurant Tipping Method or None Tipping Method turned on. Both list only the pertinent information from the processing of the credit card transaction – the Card Type, last four digits of the card, Entry Type (manual or terminal), and the authorization code – along with the total amount charged, a signature line, and the merchant agreement.
Tip
If you are using the Restaurant Tipping Method, this means that your servers take the credit card from a customer at their table and run it on a point-of-sale, so the customer enters the tip amount and signs for the transaction after the credit card has already been processed. In order for the customer to add a tip, you need to print a Credit Card Slip along with the Credit Card Receipt. The Tip version of the Credit Card Slip has a line for inputting a tip as well as the signature line.
No Tip
If you are using the None Tipping Method and do not have the Signature Screen turned on, when a customer pays with a credit card, a credit card slip is printed along with their credit card receipt. This version of the slip only has the signature line.