List of topics

  1. introduction
  2. creation of a document template
  3. advanced optional configurations
    • descriptions
    • notes 
    • devices
    • statistic details
  4. document layout/customisation


1. Introduction

After every payment, SPORTRICK issues a receipt. This receipt is based on a document template. 

Please note that documents issued by SPORTRICK ARE NOT FISCAL DOCUMENTS. It will be necessary to print receipts from a fiscal cash register or record them in an accounting system that SPORTRICK doesn't provide.


2. Creation of a document template


To Create or Edit the Document Templates click on Settings -> Document Templates -> Add Document Template (or click on Settings next to the document-template name to edit an existing template).


Select a template from the list: 

  • A5 (please note that on this type of document the total amount paid by the customer will be displayed without the VAT breakdown. To view the VAT breakdown on the receipt, please use an A4 or 80mm template).
  • A4
  • 80mm (standard for CUSTOM printers);
  • A6

Click on OK and fill in the following fields:

  • type: format selected during the creation of the template. IT CANNOT BE CHANGED
  • name: name of the template that will be visible during payment procedures
  • numerator: automatic numeration of the document. To create a numerator please refer to the manual -> Document Numerators
  • visible: it determines if the document template will be available to select during payment procedures
  • print two copies (only for A5 docs): print 2 copies of an A5 document on a A4 sheet
  • receipt: select this option to:
    • automatically print the receipt from the ProShop (for the sale of merchandising a daily passes)
    • print the receipt on request from the Front-Office (for the sale of subscriptions and enrolments). Please note that this option is only available for compatible cash registers (EPSON or CUSTOM)
  • credit note: it determines if the document will be also used as credit note. Useful for refunds and cancellation of invoices
  • enable e-Invoicing: the document will be used for e-Invoicing. For this option, please contact a SPORTRICK consultant.
To complete the configuration, it is advisable to skip the advanced optional configurations (they can be configured at a later stage) and proceed with the customisation of the document layout (last chapter of this manual).

3. Advanced Optional Configurations


Descriptions

It is possible to customise the description of the items sold with more or less details that will appear on the document issued after the sale. 


Through the use of tags it is possible to add more or less details about the holder, payer and the item sold. In order to do so, place the cursor of the mouse in the blank box, then click on the tags corresponding to the info that have to appear in the document. It is recommended to add a space between tags with the space bar on the keyboard.

You can also type a text between tags (for example: "born on" and then click on the tag "date of birth"). To remove a tag, just press the delete key as if you were deleting part of the text.

  • Holder: info about the holder of the object sold
  • Payer: info about the payer (if different from the holder)
  • Description Pattern: click on Add to customise the description of the items sold



Available description patterns



Warning: these settings refer to courses, multipacks, membership fees, services... a detailed knowledge of these topics is therefore recommended before using the below-listed options.


  • Advance Cancellation:  
    • DESCRIPTION
    • SOLD-ITEM NAME
    • DATE OF SALE
    • PAYMENT DUE DATE
    • START OF THE ACCRUAL BASIS
    • END OF THE ACCRUAL BASIS 
  • Coupon:  
    • NAME OF THE BENEFICIARY
    • SURNAME OF THE BENEFICIARY
    • DATE OF BIRTH OF THE BENEFICIARY
    • BIRTHPLACE OF THE BENEFICIARY
    • COUPON NAME
    • COUPON START DATE
    • COUPON END DATE
    • SOLD-ITEM NAME (name and validity)
    • DATE OF SALE
    • PAYMENT DUE DATE
    • START OF THE ACCRUAL BASIS
    • END OF THE ACCRUAL BASIS 
  • Credit Note: 
    • NAME OF THE SOLD ITEM THAT HAS BEEN CANCELLED
    • DESCRIPTION ON CANCELLED INVOICE
    • EXTENDED DESCRIPTION ON CANCELLED INVOICE
    • SOLD-ITEM NAME (name and validity) 
    • DATE OF SALE
    • PAYMENT DUE DATE
    • START OF THE ACCRUAL BASIS
    • END OF THE ACCRUAL BASIS 
  • Enrolment: 
    • COURSE CODE (name of the course)
    • ACTIVITY NAME
    • ACTUAL DATE OF THE FIRST CLASS OF THE COURSE
    • FIRST CLASS OF THE COURSE
    • LAST CLASS OF THE COURSE
    • START OF THE COURSE
    • COURSE END DATE
    • DAY OF THE WEEK
    • STARTING TIME OF CLASSES
    • END TIME OF CLASSES
    • SOLD-ITEM NAME (name and validity) 
    • DATE OF SALE
    • PAYMENT DUE DATE
    • START OF THE ACCRUAL BASIS
    • END OF THE ACCRUAL BASIS 
Example: the parts in italics are manually typed and the upper-case parts correspond to the tags inserted by clicking on them -> "On DATE OF SALE the client enrolled on SOLD-ITEM NAME starting on ACTUAL DATE OF THE FIRST CLASS OF THE COURSE until LAST CLASS OF THE COURSE, from STARTING TIME OF CLASSES to END TIME OF CLASSES. Date of payment: DATE OF SALE
  • Item: 
    • ITEM SALE DESCRIPTION (name)
    • ITEM NAME (name)
    • ITEM DESCRIPTION
    • PUBLIC ITEM DESCRIPTION (name of the item as seen on the E-Commerce)
    • SOLD-ITEM NAME (name and validity)
    • DATE OF SALE
    • PAYMENT DUE DATE
    • START OF THE ACCRUAL BASIS
    • END OF THE ACCRUAL BASIS 
  • Multipack: 
    • MULTIPACK CODE (name)
    • MULTIPACK NAME
    • PUBLIC DESCRIPTION OF THE MULTIPACK (name of the item as seen on the E-Commerce)
    • ROW OF THE MULTIPACK'S PRICE LIST
    • MULTIPACK START DATE
    • MULTIPACK END DATE
    • SOLD-ITEM NAME (name and validity)
    • DATE OF SALE
    • PAYMENT DUE DATE
    • START OF THE ACCRUAL BASIS
    • END OF THE ACCRUAL BASIS 

Example of a receipt for E-Commerce purchases, where "public description of the multipack" refers to the name specified for the multipack when sold via E-Commerce (and therefore different from the name assigned to the multipack during planning). Please note that the parts in italics are manually typed and the upper-case parts correspond to the tags inserted by clicking on them 

-> PUBLIC DESCRIPTION OF THE MULTIPACK valid from MULTIPACK START DATE until MULTIPACK END DATE paid on PAYMENT DUE DATE

  • Service/Service-Participation Fee:  
    • SERVICE SALE DESCRIPTION (value in the description field found in the service's details) 
    • SERVICE CODE (name) 
    • SERVICE DESCRIPTION (value in the description field found in the service's details)
    • PUBLIC SERVICE DESCRIPTION (name of the item as seen on the E-Commerce) 
    • SOLD-ITEM NAME (name and validity) 
    • DATE OF SALE
    • PAYMENT DUE DATE
    • START OF THE ACCRUAL BASIS
    • END OF THE ACCRUAL BASIS 
  • Membership Fee: 
    • MEMBERSHIP-FEE CODE (name)
    • START OF VALIDITY
    • END OF VALIDITY
    • ACCESS NUMBER (do not use)
    • ACCESS-NUMBER DESCRIPTION (do not use) 
    • SOLD-ITEM NAME (name and validity) 
    • DATE OF SALE
    • PAYMENT DUE DATE
    • START OF THE ACCRUAL BASIS
    • END OF THE ACCRUAL BASIS 
  • Wallet Deduction: 
    • WALLET NAME
    • TRANSACTION DATE
    • SOLD-ITEM NAME (name and validity)
    • DATE OF SALE
    • PAYMENT DUE DATE
    • START OF THE ACCRUAL BASIS
    • END OF THE ACCRUAL BASIS
Advance/Instalments or Balance
it indicates if the pattern has to be considered just for advance payments/instalments, for the entire price of the item or both the aforementioned options.
Description Type
select the type of description for the document. With SPORTRICK's standard documents the description to be edited is the "Extended Description".



Notes

  • Header: default text at the head of the document
  • Footnotes: default text at the bottom of the document


Devices

  • Choose a default cash register from the list to make receipt-printing automatic. To set up a cash register please see the following manual: Cash Registers

  • Choose a default printer and tray: to speed up the printing process. The document will be automatically printed from the selected printer and tray.  Please note that the system requires the installation of utilities in order to detect a printer. To receive the file with the utilities to be installed, please contact a SPORTRICK consultant
  • Number of default copies to be printed: it is possible to choose the number of copies of the document that have to be printed out each time.


Statistic Details

Please refer to the corresponding manual.



4. Document Layout/Customisation

To edit the layout and add the data of the company to the document click on Layout (next to the document's name). 


A new window will open up for the document editing. 


Please click on the Show Preview button to have a preview of the editing on the left-hand side of the screen. Then click on Save Changes when the layout is satisfactory.


To add the company's logo in the documents (only for A5 and A4 formats), you will have to upload it from Settings -> Profile.

It is not possible to choose a different logo for different document templates.