FastTrac: Receipt Comments
An easy way to put extra information onto your customers' receipts for particular items.
Summary
Join Dane Whitcomb as he demonstrates how to add extra descriptions to your items that will print on your customers' receipts.
Video
Transcript
00:00:00:43 - 00:00:20:31
Dane Whitcomb
In this video, we're going to be going over how to add a receipt comment code. So to do this, we're going to start out by going to the activity that we want to link the receipt comment code to. And so you can link these comments to receipts across any module. So in this example, I'm going to go over linking it to an activity enrollment.
00:00:20:32 - 00:00:55:22
Dane Whitcomb
So I want to go to the activity section that I want this particular comment to display on. So in this case, I'm going to activity section management. If you're doing something like a facility, you'd be going to facility management, a pass pass management. So it could be really used across all modules. So let's say this particular bike lessons section at Burk Mountain and there's something specific about this one I want to link to my receipt, maybe something you want to make the patron aware of after they purchase or any information that may be helpful for them.
00:00:56:42 - 00:01:23:12
Dane Whitcomb
So this is always going to be done under our comments tab. And again, this is module wide, it’s pretty much the same process. There's going to be a comments tab, so you'll have this comment code and comment text field. So think of comment code if you already have a, you know, a comment code template built out that you just want to link it and it allows you to link them a lot quicker if it's going to be the same generic text for multiple sections or multiple facilities.
00:01:23:12 - 00:01:43:09
Dane Whitcomb
Whereas comment text just allows you to do a free form text. So maybe something that's just specific to one section, for example. So I'm going to just show you how to create a new comment code. So you're going to click on that combo box. So any that you already have in here will show. So this is a test one I created.
00:01:43:33 - 00:02:09:40
Dane Whitcomb
So I can either choose to link that one or I can create a new one, which I'll do by clicking add. And then this screen really just need to give our comment code, a code and a description and enter the text. So let's say test comment. And you can really give the description whatever you like if you just want it to be the same as the description.
00:02:10:09 - 00:02:31:37
Dane Whitcomb
One other thing you can do here is do you just want the comment to show on receipts for a purchase in RecTrac just on WebTrac, or both? So I'm going to do both. That's all. And then on which transaction type should this occur for? So most likely that's going to be a purchase unless you want it on like a visit receipt or something like that.
00:02:32:07 - 00:03:04:09
Dane Whitcomb
But usually it's going to be purchase or maybe a waitlist, too. In this case, I'm just going to leave it on a purchase. So I'm going to say this is a test comment or an activity section is where you put in any text you want. And if I select that new comment, it's going to link it. And so in this example, I'm using the comment code, not the comment text, but they really work the same way.
00:03:05:07 - 00:03:08:31
Dane Whitcomb
I can ignore that message for now.
00:03:11:35 - 00:03:43:52
Dane Whitcomb
So my section is saved. So now I can go ahead and test it by doing an activity enrollment into that section and making sure it does show on my receipt. So I'm going to head to global sales. I'm just picking a random household just to enroll into. So under activity which I'm on, I can then select that same exact sections of the Burk Mountain one, and want to add to the cart.
00:03:43:52 - 00:04:04:40
Dane Whitcomb
And I'm going into the payment screen with that item in my cart, pay for it with cash, making sure I'm previewing my receipt so we can look at that and then we should be able to see the comment code on here. When this generates. So the comment codes are always going to be kind of in the middle of the receipt.
00:04:06:10 - 00:04:24:37
Dane Whitcomb
You'll see that here in a second. So under activity comments. So here's this is a test comment for an activity section. So that one's pulling in my comment code. If I use that comment text field instead of code, it would put the text in the same area. So it's pretty straightforward and it really works the same way across any item in RecTrac.
00:04:25:05 - 00:04:28:04
Dane Whitcomb
So that's just how you put any custom text you want to show on a receipt.