Receipts

Use this form to process receipts (for sales) and refunds (for returns).

If no receipt or refund is entered for this type of customer, the customer's outstanding account balance is updated by the value of the sale or return when the transaction is saved.

The transaction header details remain displayed on the form when the Receipts form is accessed. You can enter receipt details on the form, or into the table.

Options Reference

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

Receipt method

Select the receipt method for the receipt. This determines:

Whether cash rounding applies.
Which general ledger accounts are updated with the transaction value (banked versus non-banked credit cards).
Whether the cash drawer opens when the transaction is saved.
The minimum and maximum values accepted for the method.

Note: If the selected receipt method has the EFTPOS Online option selected on the Receipt Method Maintenance form, the EFTPOS function applies.

Cash method

No additional detail required.

Cheque method

This additional detail is optional:

Receipt method
Amount
Bank name
Account name
Branch

Banked Credit Card and Non-Banked Credit Card methods

Select a Card number if the customer has credit card details set up on the Customer Credit Card Maintenance form. Details default to the form when you select a card number.

You can select the Ad hoc card option to enter credit card information if the customer uses a credit card that is not set up in Greentree Desktop.

If the Ad hoc card encryption option on the Credit Card Control form is:

Selected, details display encrypted using the encryption standard.
Not selected, the details displayed on the form aren't encrypted.

When you enter information, Greentree Desktop validates the Card number and the Security code, using the length of card number and length of security code values specified on the Credit Card Maintenance form,

Receipt detail

If:

Receipt information is added to the customer's profile on the Customer Maintenance form, it defaults to this field.
The Detail required option is selected for the receipt method, you must enter information before you can save the transaction.

Amount/Change

Enter the amount that the customer is paying in the Amount field. If the customer is paying with cash, this is a value that exceeds the transaction total. Greentree Desktop calculates a Change amount. This displays in read-only format in the Change field.

For customers with:

A Cash account type, the transaction cannot be saved unless the customer has paid in full.
An Account or Lay-by account type, the transaction may be saved when the Amount is less than the transaction total, or if no transaction lines have been entered, the Outstanding value updates to the customer's account as being outstanding to pay.

Summary Totals

Greentree Desktop updates these fields using the transaction total and the value entered into the Amount field.

You can create multiple receipt lines by clicking Add line or adding a new line to the table. This is applicable when there is more than one cash customer paying for the item/s, or if two different forms of payment are being used — for example, a customer uses a voucher for part-payment, then pays the balance outstanding in cash.

To save the receipt transaction, press F2 or click the Save icon. If the Receipt method has the option Open cash drawer selected on the Receipt Method Maintenance form, the cash drawer device attached to the station opens when the transaction is saved, using the initialisation string for it.

If the option is not selected for the receipt method, click Open drawer to open the device if it is connected to a physical local port. The cash drawer must be connected to the workstation. Greentree Desktop doesn't support multiple workstations per device.

Note: If the total transaction value falls outside the Allowable sale range defined for the selected receipt method, Greentree Desktop displays a message.