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How to add customer name to the ticket?


Maslou
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  • 4 months later...

The functionality to add information about customer on receipt is currently available.

These settings only affect the display of information on the receipts for the clients, such as printed receipts and email receipts and do not affect the format of receipts in the archive in POS and in the Back Office, where customer information and notes are always displayed.

Go to the ‘Receipt’ section in the ‘Settings’ menu in the Back Office.

 

info-receipts-01.jpg

 

In the Receipt settings, switch on the ‘Show customer info’ option if you want to display the information of your registered customers on the receipts.
Switch on ‘Show notes’ option if you want to display the comments of the items and the ticket on the receipts.

 

info-receipts-02.jpg

 

Don’t forget to save your changes by clicking on the ‘Save’ button.

If you have several stores, you have to make these settings for each store by selecting the store’s name from the drop-down list and saving changes.

 

info-receipts-03.jpg

 

The Information about the customer and notes will appear on the receipt.

 

info-receipts-04.jpg

 

Note:
The item comments will be displayed on the return receipt, but the ticket comments will not.

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  • 1 year later...

The functionality to add information about customer on receipt is now available.

These settings only affect the display of information on the receipts for the clients, such as printed receipts, email receipts and do not affect the format of receipts in the archive in POS and in the Back Office, where customer information and notes are always displayed.

Go to the ‘Receipt’ section in the ‘Settings’ menu in the Back Office.

                                          image.png.c88bf98c66cb13a0d6d7607e9a6a7aa6.png

In the Receipt settings, switch on the ‘Show customer info’ option if you want to display the information of your registered customers on the receipts.
Switch on ‘Show comments’ option if you want to display the comments of the items and the ticket on the receipts.

                                         image.thumb.png.11acc6eeeda49014be9437ed9da12f58.png

Don’t forget to save your changes by clicking on the ‘Save’ button.

If you have several stores, you have to make these settings for each store by selecting the store’s name from the drop-down list and saving changes.

                                          image.png.3325e8d4803e9ee236aac8b9bca2dbb9.png

Now, during the sale, when you register a new customer or assign a ticket to an existing customer, the customer name and number will be printed on the receipt.  

                                                image.png.6151463b99c5933782b0a0f6f086a4fb.png


You can add comments to the open ticket by tapping on the ‘Edit ticket’ button under the menu (⋮).

                                                image.png.a59ac333f0f94184a538a2e04fd805b1.png

Type in the comment on the pop-up window and tap ‘Save’.

                                                 image.png.04d46c1d38ee9458ad2ee4c3a6255e7a.png


 

To add a comment to the item, click on the item in the ticket. Fill in the comment field in the pop-up window and tap ‘Save’.

                                                image.png.6e2655eaa934667212c18c3febbb75ea.png


The Information about the customer (Name and Number) and notes (comment to the open ticket and comments to the items) will appear on the receipt.

                                              image.png.93307c3373d660721819a4ad50dde384.png



Note:
The item comments will be displayed on the return receipt, but the ticket comments will not.

 

Edited by sidorela
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