Creating Receipt Templates in Hike

Creating Receipt Templates in Hike

Handing your customers receipts after a sale is a required step for any business, not just in the sense of customer satisfaction – which it provides – but also in instances to protect the retailer.

This can be most commonly identified through customer refunds and/or disputes over a financial transaction where a receipt, can be the vital piece of document in ensuring that a sale and transaction was indeed valid.

In Hike POS, receipts can be printed or emailed to the customer after every sale, but perhaps even more crucial is that the email template used, can be adjusted. Customize receipts in the way you want them to look to your customers, and even enhance them by adding links to your store’s social media accounts or Holiday Greetings.


Receipt Templates Overview

Before we look at how to how to add Receipt Templates in Hike, let’s look at the Receipt Templates section in Hike, to give you an overview on what’s on the screen for you to better familiarize yourself with it.

To begin, select Store Setup on the Hike menu and navigate to the Receipt Templates screen.


This is where you’ll find all of your existing Receipt Templates and where you’ll be able to create, edit or delete receipt templates, as per your requirements.

FIND…

You can use the FIND search bar to look for a receipt template by name.

+ADD RECEIPT TEMPLATE

Clicking the +ADD RECEIPT TEMPLATE button will commence the steps to add another receipt template.

You can have as many receipt templates as you wish, however your Outlets can only be assigned one template to use in store.

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Receipt Template List View

The Receipt Template List View is in reference to the columns occupying the section. Below we’ll go through what each column means:

Template Name

The name that you have given to identify your receipt template. This is for internal reference only.

Click on the Template Name to open the Edit Receipt Template screen.

Trading Name

The trading name of the business will appear on the receipt.

It does not have to be the same Trading Name listed in the Store Setup > General field, and it can be updated at any time.

Receipt Type

The description that will appear on the receipt.

This can be updated at any time.

Adding a New Receipt Template in Hike

In this section, we’ll cover how to add a new Receipt Template to your Hike account.

To begin, select Store Setup on the Hike menu and navigate to the Receipt Templates screen.

Note: You can have as many receipt templates as you like, however your Outlets can only be assigned one template to use in store.


Click on +ADD RECEIPT TEMPLATE to commence the steps to add a new Receipt Template.

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Once you’ve arrived at your Add Receipt Template screen, you will notice that on the right side of the screen is your receipt template.

As you complete the fields, your changes will populate on the right, in real-time. Any changes that need to be made can be made in real-time. No SAVING required.


You will also notice in the Preview screen that you can select from two options:

  • Thermal (POS) Print
  • A4 Size Printer

Thermal (POS) Printers are smaller, more compact printers that print out a skinnier receipt, and is perfect for busy retail environments. Check out our website to see what compatible thermal printers work with Hike.

An A4 Size Printer is a general, everyday use printer that prints out in A4 sizes. In the template for A4 receipts, we provide the option to print more information in it, which will be explained later in this article.

Selecting one of these options, will have the template chosen as the Preview. However, you can easily click on either to see how the receipt template will look.

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Receipt Template header

The following fields appear in the header space of your receipt.

Template Name

The name given (or edited) to identify your receipt template. It can be up to 50 characters long.

This is an internal reference only, and does not appear on the receipt.

Trading Name

Enter the Trading Name of your store.

You can use a separate receipt template for different sales (Completed, Gift receipt, Delivery docket, Parked sale and Layby sale, Quotation, On-account sale)


Show Logo

Tick this box to display the logo – as uploaded to Store Setup > General Section.

Note: All Thermal Receipt Printers print in black & white, so please consider how your logo will look in grey render.

Show Outlet Address

Tick this box to display the address of your store – as entered in Store Setup > Outlets & Registers.

If you have multiple outlets using the same template, Hike will always insert the individual address of the Outlet into the receipt template.

Display title for customer details

Tick this box and enter the name in 'issued to' box that you want to display on receipt, whether it is customer's name or business name.

Show customer address on receipt (if available)?

Tick this box to display the address of your customer if you have set it for the customer on the customer page.

Show customer delivery address

Tick this box will show the customer's delivery address on the receipt

Display company name first and then customer's first and last name

Tick this box to show your business's name first on the receipt and then customer's name

Show company name

Tick this box to show your company name on receipt

Header Text

There is no limit to the amount of text, however please keep in mind that you will print this receipt to give to your customer, so be aware of you want to represent your business.

The header text field allows you limited control to edit the appearance of your text.

You may wish to use this field to add your mission statement, slogan or special message.


Receipt Template Body

The following fields appear in the body of your receipt. You can edit the wording of these descriptions to suit your specific needs, or leave the default text in place.

Print Customer/Tax ID

Tick this box, in case if you want to show your customer's tax/ID on receipt 

Receipt Type

Edit this text to say what type of receipt this will be: e.g. Tax Invoice.

Or leave as default.

Number Prefix

Add or Edit a value that will appear before your receipt number.

For example, if your Prefix is ‘#’, and the next receipt number is 100, it will display on the receipt as #100.

Note: If you have edited your register (Store Setup > Outlets & Registers) to include the receipt prefix (i.e. XXX) & suffix (i.e. XXX), it will appear as XXX#100XXX on your Final Receipt.

Subtotal / Discount / Tax

You can edit the names of these fields, or leave them blank, and they will remain as is.

Tips/Surcharge

Note: Tips must be activated for this to be offered (Store Setup > General)

Total Amount / Change Given / ‘To Pay’ Amount / Sold By

You can edit the names of these fields, or leave them blank, and they will remain as is.

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Show Receipt Barcode                                                                                                                                                                                                                                                                   

Tick this box to display the scannable barcode.

 Where a user is in Point of Sale > Sales History, they can scan this barcode to bring up all receipt details.

Print SKU

Tick this box to show the SKU under the line item.

Show loyalty points on receipt

Tick this box to show the opening balance, how much they earned in this receipt, how much they redeemed in it and the closing balance. It will be hidden if you haven't activated the loyalty points feature or the customer hasn't signed up for the loyalty program.

Show store credit on receipt

Tick this box will enable showing the store credit balance of customer.

Show outstanding on receipt

Tick this box will show the outstanding balance of customer, if any.

Barcode

Tick this box to show the barcode of the product on the receipt.

Hide 'discount' line if there is no discount applied.

Tick this box to hide the discount line if there is no whole cart level discount applied. 

Print total number of items in cart

Tick this box to show how many items you sold in this receipt.

Show 'sold by'

Tick this box will enable the option to show which user has sold the product. It will show on the receipt.

Show payment date on the receipt

Tick this box to show the each payment date and time on receipt. Lay-by and On-account sales, customers will make multiple payments on different dates. To keep track of these payments on the receipt.

Show payment due date (on account sales)

Tick this box to show the outstanding payment due date on receipt. This will be applicable only in On-account sale. To set the invoice payment due date, you can set that from Customer profile section. Kindly check the below screenshot for reference:





Show total discount on receipt

Tick this box to show total amount of discount given in the sale on the sale receipt. It will show the total of discount given on Line item + Order level discount.



As you can check in the above receipt, the line item discount is $ 10 and the discount on the sale total is $10 , The total discount on this sale is $20, which you can see under the total sale discount.

Custom field

Custom field allows you to enter any information as per your business requirement

Footer Text

There is no limit to the amount of text, however please keep in mind that you will print this receipt to give to your customer, so be aware of you want to represent your business.

The footer text field allows you limited control to edit the appearance of your text.

You may wish to use this field to add your terms & conditions, refund policy or display your opening hours.



The Additional Data Available for A4 Receipts

You can choose to display Sales (ex. tax), Tax name, Tax amount, Discount and Sales (Inc. tax), Show item image in A4 receipts. One of Sales (ex. tax) and Sales (Inc. tax) will be the mandatory field, depending on whether you tick the option of "Tax inclusive prices" in Store setup  > General > General Rules.

Save

Once you’ve finished, click on the SAVE button to finalize your changes.

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Show item image on Email receipt:

This feature is available in our Plus plan.

With this feature, the customers will also be able to see the image of the products in the invoice that you send them in PDF via email.

To show image in the invoice, you will need to enable the option “Show Product Image” in the receipt template. To do that, kindly navigate to Store set up > Receipt templates > Create a new/Open the existing receipt template > A4 Print/Email > Select Show item Image > Save.



This option will work in the below receipts:
 
a. Sale receipt.
b. Parked sale receipt.
c. LayBy sale receipt.
d. On-account sale receipt.
e. Quote receipt.

Once the above option is enabled, your customers will be able to see an image of the products in the invoice that you send them via email.

Here is an example screenshot of how it will look at your customer’s end:


Edit

To EDIT your Receipt Template, simply click on the Template’s Name in the Receipt Template List View.

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Please note, to apply the new receipt template or the change to the existing template in Hike, you will need to make sure you have chosen the correct receipt template for the registers, as shown in the image below, and click on "Refresh Data" on the Cash Register page under Point of Sale.


At the top of the page, you will see the option to edit the font size. Here you can customize the font size of your receipts and make them fit your business requirements better. 




How to change the Font size in the receipt. 

If you wish your customers to see the discount in big fonts? Not to worry, Hike allows you to modify the font size in receipts. You can follow the below steps to change the font size of your receipt.

1. Navigate to Store setup
2. Open the "Receipt templates"
3. Select a template which you wish to edit.
4. Click on the Font-Size setting as illustrated in the below image. 


  1. Once you click on the settings button, you will see the options to change font size.
  2. You can change font sizes to Default, X small, Small, Medium and Large while you get 3 options for logo size, 1. Default (Max height 50px) 2. Small (Max height 25px) 3. Large (Max height 100px). 



How to Delete a Receipt Template in Hike

Should you decide to delete a receipt template, it will not affect the Sales History, but it will not be available for future receipts.

If you need to delete a receipt template in Hike, you can do so by selecting Store Setup on the Hike menu and navigating to the Receipt Templates screen.


From the Receipt Templates List View, click on the Template Name of the receipt you wish to delete.

Note: You can add a Receipt Template and delete the same Template, but you cannot delete the Default Receipt Template.

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Scroll to the bottom of the page and click on DELETE THIS RECEIPT button.

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A pop-up box will then appear, asking if you wish to permanently delete the template. Click YES to permanently delete the template.


How to apply different templates for different sales

Go to Outlets & Registers page, select your register, on register detail view, make your selection for receipt templates by sale types and Save changes then perform refresh data (if you are using PC or Mac) by navigating to Point of sale > Cash register > Refresh data to reflect the change. And if you are using an iPad or Android tablet, please perform Data sync by navigating to the Hike app > Settings > General settings > Data sync.

If no specialized templates are used, Hike will automatically apply your default receipt template for these sale types.


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