CR> Maintenance> Slip Maintenance

CR Slip Maintenance

 

Summary

 

Slips are receipts and endorsements that will print from a receipt printer when a receipt is created in the Cash Entry window.  The term slip is a generic term that refers to both check endorsements and receipts. The Slip Maintenance window (CR> Maintenance> Slip) is used to create and maintain receipts and endorsements.

 

There are three ways to determine which slips will print out when a receipt is generated in the Enter Cash Receipts window.

 

  • Check the Automatically print receipt on save toggle on the Operator Maintenance window (CR> Maintenance> Operator) to print all slips that are set up as default receipts in the Maintain Slips window (CR> Maintenance> Slip). If there are no default slips set up, no slips will print.

 

  • If the Automatically print receipt on save toggle is not checked in the Operator Maintenance window, the default slips will not print when receipts are saved in the Cash Entry window.

 

  • Slips attached to a payment method will print when that payment method is used on the receipt. Slips are attached to payment methods in the Payment Method Maintenance window (CR> Maintenance> Pay Method).
    • You can attach a slip set up as an endorsement to a check payment type so that the endorsement will print when the check payment type is used on a receipt.

 

  • Slips attached to a type code will print when that type code is added to a receipt. Slips are attached to type codes in the Type Code Maintenance window (CR> Maintenance> Type Code).

 

All three of these methods can be used in conjunction, but the slips that are set up as default slips in the Maintain Slips window will always print before the slips that are attached to payment method or type code. The slips will print on the printer set up on the workstation in the Station Maintenance window (CR> Maintenance> Station).

 

Related Links

 

Click here for information on operator maintenance.

Click here for information on station maintenance.

Click here for information on pay method maintenance.

Click here for type code maintenance.

 

Step by Step

 

1     View the slips that have been created. 

 

  • Open the Slip Maintenance window (CR> Maintenance> Slip).
  • The left side of the Slip Maintenance window will display all of the slips that have been created and can be attached to a Pay Method (CR> Maintenance> Pay Method).
  • Select a slip in the left section of the window and the fields in the maintenance section to the right will populate with the information from the selected slip. The Slip Text section will display the available slip fields, the fields on the receipt, and the format that the receipt will print in.
  • Click PRINT RECEIPT # to print a preview of the receipt using the specified Receipt Number in the field to the right.
    • The receipt will print using the receipt printer set up on the station that you are logged in at. You will receive an error message if you are not logged into a computer that is set up as a station in the CR module (CR> Maintenance> Station).
    • The receipt printer of a station is set up in the Station Maintenance window (CR> Maintenance> Station> Printer Name field).
  • Highlight a slip and click DELETE SLIP to delete the selected slip.
    • You cannot delete a slip that is attached to a payment type.
  • Click the CREATE SLIP button to create a new slip. This will add a new slip to the left side of the Slip Maintenance window and the fields in the maintenance section to the right will be blank.

 

2     Create a new slip. 

 

  • Enter a Slip Name for the new slip.
    • You will not be able to modify the slip name after the slip has been saved.
  • Check the Default Slip toggle if the receipt should print for all receipts. If there is a default slip defined and a slip is also attached to the pay method, when the receipt is saved, both receipts will print.
  • Check the Endorsement toggle if the slip should be printed on a piece of paper slid into the printer like a check.
    • You can attach endorsements to a check payment type so that the endorsement will print each time the check payment method is used in a transaction.
    • An endorsement can be attached to a payment type in the Payment Method Maintenance window (CR> Maintenance> Payment Method).
  • Select the fields you would like to display on the receipt by clicking the slip code fields on the left side of the Slip Text section.
    • The Slip Text section contains the names of the fields and the control codes on the slip. You can also type information directly into the Slip Text field and the text will display on the receipt. City, organization name, address, telephone number and business hours are all examples of text that is sometimes entered onto a receipt.
      • The total number of characters per line in the Slip Text field cannot exceed the characters per line specified on the Station Maintenance window (CR> Maintenance> Station> Characters Per Line field). If the total number of slip text AND code value characters on a single line exceeds this number, the slip text will be truncated in favor of the code value on the slip.
    • The left side of the Slip Text section displays all of the fields and control codes that can be added to a slip. Double click on a field and it will display in green with a check mark and the field will be added to the slip text on the right. The field will appear in the slip text field surrounded in brackets. When the receipt is printed, the field name will be replaced with information from the receipt. Adjust the placement of the field on the receipt to affect the alignment of the receipt. Some of the fields are explained below.
      • The Control Codes <#> field may be required to send the receipt printer commands such as when to cut a receipt or if a slip is an endorsement rather than a receipt. Control Codes vary depending on the brand and model of your receipt printer, so please refer to your receipt printer’s manual for information on your specific control codes. Springbrook can also provide assistance for some receipt printers.
      • When you add a control code to the slip, it will look like this: [Control Code <#>]. Replace the # between the <>'s with the control code value you would like to send to the printer. This is generally a two digit number such as 45.
      • The Time and Date fields are the current time and date. This is not the same as the receipt time and date.
      • The Receipt Time and Receipt Date are the time and date that the receipt was first created.
      • The Message 1, 2, 3, 4, and 5 fields are the messages that are entered on the Messages/Notes tab of the Cash Entry window when a receipt is being created.
      • The difference between Right Just and Simple fields is that the Right Just fields will be right justified based on the number of characters per line of the receipt printer set up on the station. The Simple fields will display where they are placed in the Slip Text field.
      • The All Line Items & GL field will display the GL account number, charge description, and payment amount.  The GL account number will each be on one line followed by the charge description and payment amount on the last line.
      • The Payment Provider, Payment ID, and All Payments & Reference codes are used to include credit card terminal payment data on the slip.
        • The Payment Provider and Payment ID codes will display the provider and ID number associated with the credit card payment on the slip.
        • The All Payments & Reference code will list each receipt payment as a separate line on the slip, including the amount, pay method, and reference number. Because these lines will be displayed in a table format, be sure to place this code on a new line on the slip.
  • Click the Save button when the slip is complete.
  • Once a slip is saved, you can click PRINT RECEIPT # to preview the receipt you just created. The preview will print a preview of the Receipt Number entered above.