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.

1._Menu.png

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.

2._List_View.png

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.

1._Menu.png

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

4._Add_Receipt.png

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.

6._Thermal_POS.png

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, Park sale and Layby sale)

Receipt_type_.png

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.

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.

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.

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.

8._Body.png

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.
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.

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) 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.

10._Save.png

Edit

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

11._EDIT.png

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.

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.

1._Menu.png

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.

2._List_View.png

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

13._Delete.png

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 ave changes

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

Please remember to click on "Refresh Data" on the Cash Register page under Point of Sale, after saving the change to the template choices for a register.


    • Related Articles

    • Creating Payment Types in Hike

      Whilst retail stores are most commonly outfitted with cash and card payment types, modern economy has seen the rise of integrated card payments, where sales are made via a third-party card terminal. Hike integrates with leading payment providers ...
    • Creating & Using Discount Offers in Hike

      Amongst the various ways in which retail stores attempt to enhance and promote their business is through the power of discount offers. And through retailers look to discounts as an opportunity to attract new customers (which it is), the benefits of ...
    • Creating & Assigning Customer Groups

      Customer groups are a popular way for retailers to set different levels of prices and/or discounts to a specific set of customers. These groups might include: VIP Customers Wholesalers Cross Promotion with Members of a Club First 100 Customers If you ...
    • Creating & Adding Products in Hike

      Your products are the lifeblood of your business, for obvious reasons, and the need to ensure you add each new item into your point-of-sale correctly, is essential. From customizable product tags and descriptions, to setting up things like inventory ...
    • Creating Tax Rules in Hike

      Incorporating your tax rates in your POS is a necessary step to ensure that your in-store prices are in line with your countries goods and services tax code. Understanding how your point-of-sale can add new tax rates then is obviously necessary to ...