Receipt Printer Setup

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Simple Explanation:

Windows-compatible printer or a receipt printer to print PCCharge receipts. If you do not have a printer or you simply do not want to print receipts, leave this window set to its default settings (as shown below) and skip ahead to the section Cashier Privileges Setup (see page 114).

1. Click Setup on the menu bar. Click the Printer option. Click the Receipt Printer option.

2. Review the Tested Receipt Printers table (at the end of this Receipt Printer Setup section) to determine if there are any special settings recommended for your receipt printer.

3. Click the small drop-down arrow button to the right of the Printer field. Select the printer that PCCharge will use to print receipts.

4. Depending on the kind of printer you have, select either Standard Printer or Roll

Printer. A standard printer is a typical 8½" x 11" desktop printer. A roll printer is a

type of printer specifically designed to print out small format receipts (like those commonly received at most stores and businesses).

5. In the section labeled Receipt Options, specify the # of Copies you want to print. 6. You now have the option to uncheck the box labeled Print Receipts for Pre-

Auths/Books. Pre-auth transactions "set money aside" on a customer's credit card

without actually initiating the transfer of funds from the customer's account to your account. These transaction types are often used when the exact final amount of the transaction is not known. Unchecking this box makes PCCharge not print out receipts for these two transaction types.

7. You may choose to uncheck the box labeled Secure Receipts.

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Simple Explanation:

receipts to be "masked" (covered with X's), leave this checked and skip ahead to step 8. If you want a masked customer receipt and an unmasked merchant receipt, read the rest of this step.

Unchecking this box turns off the PCCharge feature that masks the credit card number on receipts, but it also allows you access to another PCCharge feature: the ability to have a masked customer receipt and an unmasked merchant receipt. • After you uncheck the box labeled Secure Receipts, click the Advanced

Receipt Options button.

• Put a check in the box labeled Label Receipts if you want to have a label printed at the bottom of your receipts. If this box is checked, the first receipt will be labeled Customer Copy. The second receipt will be labeled Merchant Copy. Any subsequent receipts for the same transaction will be labeled Copy

#, with # representing the order of its printing. Example: # of Copies was set

to 3. The first receipt printed for a transaction after the Merchant Copy is printed would be Copy 1, and the second would be Copy 2.

• If you don't want the receipts to display the customer's card number or expiration date, put checks in the boxes labeled Suppress Card Number and

Suppress Expiration Date. If you want a certain item of information displayed,

• Click the OK button to return to the Receipt Printer Setup window.

8. You now have the option to uncheck the box labeled Print Receipts for Gratuities. Gratuity (tip) transactions are used when the actual gratuity amount is known after the original corresponding sale transaction (including an estimated gratuity amount) has been processed. Unchecking this box makes PCCharge not print out receipts for this transaction type.

9. If you selected Standard Printer for your Printer Type, configure the following settings:

• Select the Orientation that you want for your printed receipts. You may select a Portrait or Landscape orientation.

• Set your Margins. The values for the margins are displayed in twips. There are 1440 twips in an inch, so the default setting of 720 twips is equal to one-half of an inch. The margin settings allow you to place the receipt information in different areas of the page to permit the use of preprinted invoices. We recommend that you leave these settings at their default values. You should wait until you see your printed receipts before you modify these values. • The Configure Contract button configures contracts printed for PCCharge's

recurring billing functionality. It does not apply to standard report printer setup, so you may safely ignore it for now. Skip ahead to step 10.

10. If you selected Roll Printer for your Printer Type, configure the following settings: • Set this value to the column width appropriate for your roll printer. The default

value (40 characters) will be acceptable for most users. You should wait until you see your printed receipts before you modify this value.

11. Click the Comments button. PCCharge will display the Receipt Comment Setup window. This feature allows you to include a customized message at the end of your receipt. The comment section can be up to five (5) lines long, with each line being no longer than forty (40) characters. Click OK to save your comments.

12. Click the OK button to return to the main PCCharge window. You may now print out a test receipt by completing a test transaction (see page 89), or you may proceed to the next section, Example Receipt With Comments (see page 113).