Receipt Method Maintenance

Use this form to specify the receipt methods to accept when entering a transaction — for example, cash, credit card, cheque, and the like. You can select the receipt methods when processing a receipt using the Sales Entry form.

Options Reference

Each option and field on the form is described below. Mandatory options and fields are highlighted in red.

Receipt description

Enter a description of the method, such as Cash or Credit Card, up to 30 characters. The description displays on the Sales Entry form when selecting a receipt method.

Allowable sale range

Enter the lowest and highest values that are accepted for this receipt method. You can use this to control the value of purchases associated with specific methods.

For example, to prevent using a credit card for transactions with a value less than $10, enter $10 as the lowest value for this receipt method. To prevent using cheques for transactions valued above $100, enter $100 as the highest value for this receipt method.

Receipt type

Select a pre-defined receipt type:

Non-Banked Credit Card
Cash
Cheque
Banked Credit Card

Note: If you select a credit card type, you must also enter the credit card setup on the System Credit Card Maintenance form.

If you:

Accept vouchers as a receipt method, these should be set up as non-banked credit cards, and linked to a voucher credit card set up on the Credit Card Maintenance form.
Are using EFTPOS, set up an EFTPOS card as a banked credit card.

Cash rounding applies

Select this option if cash rounding applies to the method.

Open cash drawer

Select this option if the cash drawer should open when a receipt using this method is saved. Greentree Desktop uses the initialisation string for the cash drawer device attached to the station. If you don't select this option, the drawer does not open but you can open it from the Sales Entry receipt form.

Detail required

When a transaction is entered on the Sales Entry form and the receipt method used has this option selected, you can't save the transaction unless receipt detail is entered.

Print detail on receipt

If you select this option, then receipt detail prints on the invoice/receipt document. You can add receipt detail on the Receipts form.

EFTPOS Online

Select this option to indicate that this receipt type is used for EFTPOS processing.