April 19, 2022

What to Consider When You Customize Your Sales Receipts

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Sales receipts are a critical part of running a business. When you customize sales receipts the right way, you will easily stay on top of financial records.

Definition of sales receipt

Sales receipts mean a document that does the job of recording the sale of a purchase made. When it comes to its most basic form, the sales receipt acknowledges that the customer has paid the seller for services or products. The seller is the one issuing and giving it to the purchaser.

You will give the shoppers sale receipts following the successful transfer of the products or rendering of services and the successful payment in full of the shopper. Sometimes, you get to issue partial receipts. For example, it is when a shopper is making a payment for an expensive product in installments. It may otherwise be if you give a continuous service. In this case, customers will pay for the service regularly, and the receipt often shows the left balance.

Necessary information on a sales receipt

A few common components are:
  • The service/ product’s name or/ and Universal Product Code
  • The amount of the service/ product
  • The unit price for the service/ product
  • The total price
  • The sales tax rate and the amount of tax
  • The price in total (when already including the tax)
Speaking of taxes, you can see complete and accurate receipts are compulsory. To comply with the regulative standards, you can customize sales receipt with this information:
  • Your business registration number
  • Your business’ name
  • When and where the purchase sale happened
  • Your business contact information, for example, the phone number and URL of the company website
  • The name of the staff who carry out that sale procedure
In addition, consider including some other information to customize the sales receipt. For instance:
  • The customer information, if accessible
  • Your firm’s logos and other materials for branding
  • Marketing copies like coupons for return visits

How to customize sales receipt

You have the choice to customize the receipt easily within a POS system. The involved steps tend to be:

Step 1: Open Setting. After that, select POS Setting and Receipt.

Step 2: In the Receipt section, you select the Receipt template you plan to customize.

Step 3: Consider adding, adjusting, or removing the content in the sales receipt, for example, discounts, order ID, and customer information.

Step 4. Chose Save when you have finished customizing.

In short, receipts are a critical part of running businesses, be they small or large. If you can customize sales receipts the right way, you can maintain corporate growth and legal compliance.

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