Account Statements with Template Layout


#81

I should add one more thing … Order Tags. If you do not include Order Tags which have a Price in the Product Price (ie. that box is unchecked) then you open up a whole new can of worms.

For example, I sell a Beer for $3 but for Customer VIP or Happy Hour, that Beer is tagged with a -$1 discount which is not reflected in the Order Price. So now we need to pull out all Order Tags for Product Discounts and Upcharges and subtract/add those Tag Price(s) from the Product Price. So the Ticket Total and Payments will match, but the Product Price will not match the Ticket Total unless we take into account those Order Tags. I mentioned this “small” niggle in the Purchase History Tutorial… it may well not be so “small” a discrepancy depending on the types of Products you sell.


#82

Hmmm, ok, so as an alternative, simplification so there is a little more info than just Transaction IS and amount on the statement what about just showing qty and menu item name under the ticket total details rather than a priced breakdown just show the contents of the ticket next to the total.
That would keep things a little cleaner.
Although a full any situation report would be great it is probably unjustifyably complex and time consuming for what is pretty much just so the customer can look and see, oh yes, I remember having that that day rather than how much, how do you come to that amount.
More details breakdown can still be gotten by reprinting the ticket.


#83

@silentbob Could you share the templates with us please?


#84

Did you manage to get hold of the a4 template, or have you got one of your own you could share with me?


#85

@croxtonfishbar Here is sample template ,i use print to pdf printer or save document printer with character count 80 in prinetr , may help someone

<Section FontFamily="Segoe UI" Margin="0" LineHeight="4">
<Paragraph FontFamily="Segoe UI" FontSize="30" TextAlignment="Center" BorderThickness="0,0,0,0" BorderBrush="Black" Padding="0">

<Bold>Samba POS Cafe</Bold></Paragraph>

<Paragraph FontFamily="Segoe UI" FontSize="14" TextAlignment="Center" BorderThickness="0,0,0,0.7" BorderBrush="Black" Padding="0">
Template Street, Template town Ph:00 000 0000 <LineBreak/>
www.template.commm Email:template @temple.comm

</Paragraph>

<Table FontFamily="Segoe UI Semibold" FontSize="14" BorderThickness="0,0,0,0" BorderBrush="Gray" Padding="0"><Table.Columns>
<TableColumn Width="*"/>
</Table.Columns>
<TableRowGroup><TableRow>
<TableCell><Paragraph></Paragraph></TableCell>
<TableCell><Paragraph FontSize="13" TextAlignment="Left">Date:{TICKET DATE}-{TICKET TIME}</Paragraph></TableCell>
<TableCell><Paragraph FontSize="13" TextAlignment="Right"><Bold>GST/TAX # 000-00-0000</Bold></Paragraph></TableCell>
</TableRow></TableRowGroup> </Table>

<Table FontFamily="Segoe UI Semibold" FontSize="16"><Table.Columns>
<TableColumn Width="*"/>
</Table.Columns>
<TableRowGroup><TableRow>
<TableCell><Paragraph></Paragraph></TableCell>
<TableCell><Paragraph FontSize="13" TextAlignment="Left">Billed To; </Paragraph></TableCell>
<TableCell><Paragraph FontSize="13" TextAlignment="Right"><Bold>Tax Invoice#{TICKET NO}</Bold></Paragraph></TableCell>
</TableRow></TableRowGroup> </Table>

{ENTITIES}
<Paragraph FontFamily="Segoe UI Semibold" FontSize="17.5" TextAlignment="Left" BorderThickness="0.5,0.5,0.5,0.5" BorderBrush="Black" Padding="3.5">
<Bold>Notes:{NOTE}</Bold></Paragraph>
<Table Padding="0,0" BorderThickness="0.5,0.5,0.5,0.5" BorderBrush="Black">
<Table.Columns>
<TableColumn Width="16*"/>
<TableColumn Width="2*"/>
<TableColumn Width="4*"/>
<TableColumn Width="4*"/></Table.Columns><TableRowGroup> <TableRow>

<TableCell BorderThickness="0,0,0,2" BorderBrush="Black"><Paragraph FontSize="14" TextAlignment="Left"><Bold>Description</Bold></Paragraph></TableCell>
<TableCell BorderThickness="0,0,0,2" BorderBrush="Black"><Paragraph FontSize="14" TextAlignment="Left"><Bold>Qty</Bold></Paragraph></TableCell>
<TableCell BorderThickness="0,0,0,2" BorderBrush="Black"><Paragraph FontSize="14" TextAlignment="Right"><Bold>Price</Bold></Paragraph></TableCell>
<TableCell BorderThickness="0,0,0,2" BorderBrush="Black"><Paragraph FontSize="14" TextAlignment="Right"><Bold>Total</Bold></Paragraph></TableCell>
</TableRow>
</TableRowGroup>
{ORDERS}
</Table>
<Table Padding="0,0">
<Table.Columns>
<TableColumn Width="6*"/>
<TableColumn Width="2*"/>
</Table.Columns>

{DISCOUNTS}
[<TableRowGroup><TableRow>
<TableCell><Paragraph FontSize="14" TextAlignment="Right">Total Gift:</Paragraph></TableCell>
<TableCell><Paragraph FontSize="14" TextAlignment="Right">{ORDER STATE TOTAL:Gift}</Paragraph></TableCell>
</TableRow></TableRowGroup>]
{SERVICES}
[<TableRowGroup><TableRow>
<TableCell><Paragraph FontSize="16" TextAlignment="Right"><Bold>Total Incl GST:</Bold></Paragraph></TableCell>
<TableCell><Paragraph FontSize="16" TextAlignment="Right"><Bold>${TICKET TOTAL}</Bold></Paragraph></TableCell>
</TableRow></TableRowGroup>
</Table>]

<Table Padding="0,0">
<Table.Columns>
<TableColumn Width="6*"/>
<TableColumn Width="2*"/>
<TableColumn Width="3*"/>
</Table.Columns>
{PAYMENTS}
</Table>
<Paragraph FontSize="12" FontFamily="Segoe UI" TextAlignment="Center" BorderThickness="0,0.5,0,0" BorderBrush="Black" Padding="0">
Remittance Advice: Direct Credit can be made to The Template account: 00000000-00 <LineBreak/>
Please quote Invoice Number in the particulars<LineBreak/>
T H A N K Y O U !<LineBreak/>

</Paragraph> </Section>

[DISCOUNTS]
<TableRowGroup><TableRow>
<TableCell><Paragraph FontSize="14" TextAlignment="Right">{CALCULATION NAME} %{CALCULATION AMOUNT}</Paragraph></TableCell>
<TableCell><Paragraph FontSize="14" TextAlignment="Right">{CALCULATION TOTAL}</Paragraph></TableCell>
</TableRow></TableRowGroup>

[SERVICES]
<TableRowGroup><TableRow>
<TableCell><Paragraph FontSize="14" TextAlignment="Right"><Bold>{CALCULATION NAME}:</Bold></Paragraph></TableCell>
<TableCell><Paragraph FontSize="14" TextAlignment="Right"><Bold>$ {CALCULATION TOTAL}</Bold></Paragraph></TableCell>
</TableRow></TableRowGroup>

[PAYMENTS]
<TableRowGroup><TableRow>
<TableCell><Paragraph FontSize="15" TextAlignment="Left">Payments/Charges:${TENDERED}-{PAYMENT NAME} </Paragraph></TableCell>
<TableCell><Paragraph FontSize="15" TextAlignment="Right"></Paragraph></TableCell>
</TableRow></TableRowGroup>
[ORDERS]
-- Default format for orders
<TableRowGroup>
<TableRow>
<TableCell><Paragraph>{NAME}</Paragraph></TableCell>
<TableCell><Paragraph TextAlignment="Left">{QUANTITY}</Paragraph></TableCell>
<TableCell><Paragraph TextAlignment="Right">${PRICE}</Paragraph></TableCell>
<TableCell><Paragraph TextAlignment="Right">${TOTAL AMOUNT}</Paragraph></TableCell>
</TableRow>
</TableRowGroup>
{ORDER TAGS}
[ORDERS:Gift]
-- Format for gifted orders
<TableRowGroup>
<TableRow>
<TableCell><Paragraph>{QUANTITY}</Paragraph></TableCell>
<TableCell><Paragraph TextAlignment="Left">{NAME}</Paragraph></TableCell>
<TableCell><Paragraph TextAlignment="Right"><Bold>GIFT!</Bold></Paragraph></TableCell>
</TableRow>
</TableRowGroup>

[ORDERS:Void]
-- Nothing will print for void lines

[ORDER TAGS]
-- Format for order tags
[<TableRowGroup>
<TableRow>
<TableCell><Paragraph>{ORDER TAG NAME}</Paragraph></TableCell>
<TableCell><Paragraph TextAlignment="Left">{ORDER TAG QUANTITY}</Paragraph></TableCell>
<TableCell><Paragraph TextAlignment="Right"></Paragraph> </TableCell>
<TableCell><Paragraph TextAlignment="Right">${ORDER TAG PRICE}</Paragraph></TableCell>
</TableRow>
</TableRowGroup>]

[ENTITIES:Account]
-- Customer entity format
<Table FontFamily="Segoe UI Semibold" FontSize="14">
<Table.Columns>
<TableColumn Width="*"/><TableColumn Width="1*"/>
</Table.Columns>
<TableRowGroup><TableRow>
<TableCell><Paragraph FontSize="16" TextAlignment="Left"><Bold> {ENTITY DATA:Customer Name}</Bold></Paragraph></TableCell>
<TableCell><Paragraph FontSize="13" TextAlignment="Right"><Bold>{ENTITY DATA:Id Number}-PH:{ENTITY NAME}</Bold></Paragraph></TableCell>
</TableRow><TableRow>
<TableCell><Paragraph FontSize="12" TextAlignment="Left"> {ENTITY DATA:Address}</Paragraph></TableCell>
</TableRow><TableRow></TableRow></TableRowGroup></Table>

[ENTITIES:Customer]
-- Customer entity format
<Table FontFamily="Segoe UI Semibold" FontSize="14">
<Table.Columns>
<TableColumn Width="*"/><TableColumn Width="*"/>
</Table.Columns>
<TableRowGroup><TableRow>
<TableCell><Paragraph FontSize="17.5" TextAlignment="Left"><Bold>{ENTITY DATA:First Name} {ENTITY DATA:Last Name}</Bold></Paragraph></TableCell>
<TableCell><Paragraph FontSize="15" TextAlignment="Right"><Bold>{ENTITY DATA:ID Number}-PH:{ENTITY NAME}</Bold></Paragraph></TableCell>

</TableRow><TableRow>
<TableCell><Paragraph FontSize="12" TextAlignment="Left"> {ENTITY DATA:Address}</Paragraph></TableCell>
</TableRow><TableRow></TableRow></TableRowGroup></Table>