Printing Customer Receipts and Cover Slips

Gina Butterworth
Gina Butterworth
  • Updated

When you print tickets from Spektrix, you may also need to print a Cover Page (also known as a Cover Slip), Address Label, Merchandise Voucher or Receipt.

This article looks at how you create or edit each of these designs, and how they print.

Before reading this article, make sure you are familiar with the following article:

 

How to Add and Edit designs

Before you can print Receipts, Cover Pages or Address Labels you need a design for each of these. You’ll use the Ticket Design tool to Add and Edit these designs.

TIP: Before you can Add or Edit designs, you’ll need the Sales Administrator permission. If you don’t have this, speak to the Administrator for your Spektrix system.

Cover Pages

You can find your Cover Page design in the Admin Interface > Document designs > Other:

Document_Designs_CoverPage_AddressSlip.png

If a Document design displays: (Missing) with an Add button, then no Document design currently exists. If a Document design displays an Edit button, a design already exists.

To Add or Edit your Cover Page, follow these steps:

      1. Click Add or Edit as required.
      2. Follow instructions in The Ticket Design Tool to edit your design.
      3. Click Save to confirm changes:

SaveChangestoDocumentDesign.png

Cover Page designs usually contain the Customer’s Name and Address details, but you can also include other information such as Order Attributes and/or delivery method. Here’s an example of how this might look:

Customer_Cover_Page_2.jpg

 

Address Labels

You can Add or Edit Address Label designs by going to the Admin Interface > Document Designs > Other:

AddressLabelEditOption.png

To edit your Address Label, follow these steps:

    1. Click the Add or Edit button as required.
    2. Follow instructions in The Ticket Design Tool to edit your design.
    3. Click Save to confirm changes:

SaveChangestoDocumentDesign.png

Address Labels only require the Customer’s Name and Address. Here’s an example of how this might look:

Customer_Address_Slip_2.jpg

Receipts

Card Receipts and Chip & PIN Receipts each have their own Document design. You won’t see these in the Admin interface as they can only be edited by the Spektrix Support team. If you want to make any changes, or check that these Receipts are set up, contact Support.

Card Receipts

Card Receipts print when Card is selected as a method of payment. This could be when customers place orders over the phone, or if a customer can’t use Chip & PIN in person. Here’s an example of how this might look:


CardReceiptExampleDesign.png

TIP: Your Card Receipt design may differ depending on your system configuration.

Chip & PIN Receipts

Chip & PIN Receipts are similar to Card Receipts but include more payment information. Here’s an example of how this might look:


ChipandPinExampleDesign.png

TIP: Your Chip and PIN Receipt design may differ depending on your system configuration.

 

Printing Receipts and Cover Pages

When you print an Order that was paid for by Card or Chip & PIN, along with any tickets, you’ll print a Card or a Chip & PIN Receipt. You may also choose to print a Cover Page (also known as a Cover Slip).

 

Cover Page

There are three ways in which you might print tickets, each of which works differently for cover Pages.

  1. Confirming an order

    If you’re printing tickets straight after confirming an Order, a Cover Page will only print if you’ve selected Postal delivery. If you select COBO/Will Call then only tickets and a receipt will print.

  2. Printing tickets from the Customer Record

    If you print tickets from an existing Order in the Customer Record, you’ll see a pop up message with the option to print cover slips:

    OrderPrintingCoverSlip.png

  3. Batch Printing

    When you Batch Print, you’ll see an option to Include cover slips. Tick the checkbox to print a cover slip for each Order in the batch, or leave unticked to just print tickets.

    IncludingCoverSlipsWhilePrintingTickets.png

Address Slips

You may sometimes need to print an Address Slip for a customer, for example when posting something other than a ticket. You can do this in the Customer Record by following these steps:

  1. In the Sales Interface, click Customers:

    SelectingCustomerMenu.png

  2. Search for the Customer Record you want to access. You can search using any of the following fields:
    • Name: Type the Customer’s surname followed by a comma and their first name or initial
    • Customer Id: If you know the Customer Id, type this in the Customer Id field
    • Postcode/Zip code: Enter the Customer’s Post Code/Zip Code in full
    • Email: Enter the Customer’s email address in full
  3. Click Search:

    Customer_ID_Search_1.jpg

  4. Select the Customer Record:

    Customer_ID_Search_Result.jpg

  5. Click Address Slip, found under Addresses

    CustomerRecordAddressSlipOption.png

 

Card Receipts

Card Receipts print when using a Card as a Method of Payment. This is usually when a Customer places an order over the phone, or if a customer can’t use Chip & PIN in person. These will also be included in Batch Prints. Receipts are mandatory, and cannot be switched off; however they do not print for card refunds.

Merchant receipts (copies of card receipts retained by the vendor) do not automatically print. If you'd like to print Merchant Receipts, please contact Support who can change this setting.

 

Printing Cash Receipts

There is no standard document design for Cash Receipts. If you’d like to offer Cash Receipts, you can request a custom Order Summary by submitting a Report Request Form, specifying how you would like the Order Summary to look.

Once the Order Summary has been added to your system, you can use this as a Cash Receipt.

Follow these steps to print a Cash Receipt:

  1. Go to the Sales Interface
  2. Click Orders:

    OrdersSelect.png

  3. Type the Order Number and click Search:

    OrderNumberAndSearch.png

  4. Click on the Order:

    Printing_Cash_Receipts_Customer_Selected.jpg

  5. Click on Summary:

    SelectOrderSummary.png

  6. Select which template you’d like to print from the dropdown and click Ok:

    Generate_Order_Summary.jpg

You now have all the information you need to print Customer Receipts and Cover Slips. For other helpful resources, visit the Sell Items and Fulfill Orders category section of our Support Centre.