Creation of a document template


To Create or Edit the Document Templates issued after a payment 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
  • 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.


Advanced Optional Configuration

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. Please note that it will be necessary 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").

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

Available description patterns
  • 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
    • 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
    • DATE OF SALE
    • PAYMENT DUE DATE
    • START OF THE ACCRUAL BASIS
    • END OF THE ACCRUAL BASIS 
  • Enrolment
    • COURSE CODE
    • 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
    • DATE OF SALE
    • PAYMENT DUE DATE
    • START OF THE ACCRUAL BASIS
    • END OF THE ACCRUAL BASIS 
  • Item
    • ITEM SALE DESCRIPTION
    • ITEM NAME
    • ITEM DESCRIPTION
    • PUBLIC ITEM DESCRIPTION
    • SOLD-ITEM NAME
    • DATE OF SALE
    • PAYMENT DUE DATE
    • START OF THE ACCRUAL BASIS
    • END OF THE ACCRUAL BASIS 
  • Multipack
    • MULTIPACK CODE
    • MULTIPACK NAME
    • PUBLIC DESCRIPTION OF THE MULTIPACK
    • MULTIPACK START DATE
    • MULTIPACK END DATE
    • SOLD-ITEM NAME
    • DATE OF SALE
    • PAYMENT DUE DATE
    • START OF THE ACCRUAL BASIS
    • END OF THE ACCRUAL BASIS 
  • Service/Service-Participation Fee:  
    • SERVICE SALE DESCRIPTION
    • SERVICE CODE
    • SERVICE DESCRIPTION
    • PUBLIC SERVICE DESCRIPTION
    • SOLD-ITEM NAME
    • DATE OF SALE
    • PAYMENT DUE DATE
    • START OF THE ACCRUAL BASIS
    • END OF THE ACCRUAL BASIS 
  • Membership Fee
    • MEMBERSHIP-FEE CODE
    • START OF VALIDITY
    • END OF VALIDITY
    • ACCESS NUMBER
    • ACCESS-NUMBER DESCRIPTION
    • SOLD-ITEM NAME
    • 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
    • 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 automaticTo 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


DON'T FORGET TO CLICK ON SAVE CHANGES.



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 remember to Save Changes.


To delete the document just click on the button Delete (next to the Layout button).