Receipt Format
Receipt Format
Receipt format is the template based on which the transaction receipt is printed.
Transaction receipts can be customized to your specifications. This receipt is also used for the email receipt. Access to this function should be strictly limited.
Home > Setup > Store Management > Receipt Format |
Requirements
● The store needs to be set up.
● The enterprise logo needs to be loaded.
● Local requirements need to be understood.
Steps to Create a Receipt Format
Go to Home > Setup > Store Management > Receipt Format. This will bring up the “Receipt Format List View” screen. All the existing “Receipt Formats” will be listed here on this screen.
Click on the “Add Print Format” button in the top right-hand corner.
It will open the “Create Print Format” screen.
Fill in the required information including the mandatory fields from the available valid values. The mandatory fields are marked with an (*) asterisk mark. The various fields in the “Receipt Format” screen are explained below:
The sample receipt layout on the right-hand side of the screen, that will change as and when you adjust the receipt.
Name:
Enter a unique code and Name.
Show Store Address:
Select if you want the store address to show on the receipt.
Show Customer Address:
Select if you want the customer address to show on the receipt. This will only show if the customer has an address loaded against their customer card and they are selected at the POS at the time of Sale.
Receipt Header:
Enter in additional text you want to display below the Enterprise Logo. If there is no logo, this text can be used in its place. Please note this is a standard text editor, with standard features like Bold, Italics, and Underline. There are also options to enter in hyperlinks, embed pictures, and edit using HTML. Please only use these functions if you are familiar with them. Functions like hyperlinks will only be available on the PDF version of the receipt.
Receipt Heading:
Enter in a receipt heading. This will print before the list of products in the transaction.
Show Tax Detail on Item:
Select if the Tax Detail is to be displayed.
Subtotal Label:
Enter in a Subtotal label for the subtotal of the receipt.
Discount Label:
Enter in the discount label for the discount applied to the whole transaction.
Tax Label:
Enter in the Tax Label for the tax applied to the whole transaction.
Total Label:
Enter in the Total Label for the total amount of the transaction.
Change Amount Label:
Enter in the Change amount label for the change the customer receives from the transaction.
Cashier Label:
Enter in the Cashier label for the Cashier field. This will display the cashier’s name who conducted the transaction.
Show Total Item Count:
Select if the total number of items is to be displayed or not.
Select if the salesperson is to be displayed. If they are displayed, you can enter a label for the salesperson's name.
Receipt Footer:
Enter in additional text you want to display above the transaction barcode. This text field is a standard text editor, with standard features like Bold, Italics, and Underline. There are also options to enter in hyperlinks, embed pictures, and edit using HTML. Please only use these functions if you are familiar with them. Functions like hyperlinks will only be available on the PDF version of the receipt.
● Once you have completed the setups for the receipt, you can either select the Save icon to save it to the system or cancel to return to the previous screen.
How to Delete a Receipt Format in Tagrain?
Click on the 
symbol next to the Receipt Format record that you want delete from the master data. You should see a confirmation dialog box asking you to confirm the deletion. Click “Yes” to confirm deletion. Click “Cancel” to return to the “Receipt Format List View” screen.
Note:
You can only delete plans when they are not in use.
How to Edit a Receipt Format in Tagrain?
Click on the 
symbol next to the Receipt Format that you want to edit. This will bring up the “Update Receipt Format” page, wherein you can update the Receipt Format.
● Once you have made changes to the Receipt Format, either click Save to update the plan or click Cancel to return to the previous screen.
Top Tips
● Please be aware that some countries require certain information to be displayed on the receipt and there may also be information that is not allowed to be displayed on the receipt. Please check with your local requirements to display the correct information on the receipt.
● If you are going to edit the receipt using HTML, please be aware that this may cause the printing of the receipt to slow down. The receipt printing should be as quick as possible.
Receipt Format (BIR)
For BIR accreditation, every Sales Invoice / Transaction Receipt must display some specific information related to that business.
For BIR accreditation every Receipt Format in Philippine must include the following:
The Receipt Header Section
Company Name and Address
Company Tax Identification Number (TIN)
Permit to Use Number for POS (PTU NO)
Permit to Use date issued for POS (PTU Issued)
Machine Identification Number for POS (MIN)
POS Serial Number
Sales Invoice Number
The Receipt Customer Section
Customer Name
Customer Tax Id Number (TIN)
Customer Address
Customer Style – Senior Citizen / PWD etc.
The Tax Summary Section
Tax Summary – each value printed 0 to be printed if no sales in category
Zero rated sales – Sales value of zero rated products
Exempt – Sales value of Exempt VAT sales
Vatable Sales – Net value of sales with value
Vat amount – Value of VAT charged on sales
The Receipt Footer
Product count
Item Quantity
Cashier Name
Company details of accreditation (in this case Clasen)
Accreditation Number
Date Accreditation issued
When the retailer is not VAT registered the statement “THIS DOCUMENT IS NOT VALID FOR CLAIM OF INPUT TAX” is added to the footer
Please Note - The fields marked in RED are the ones that you must fill in the Receipt Format template manually, else these won’t print on the transaction receipt. All the remaining fields are printed automatically.
Suggested Readings
Exporting Receipt Formats in Tagrain
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