Tag Archives: Templates

POS receipt

It’s not a POS system!

MoneyWorks is accounting software; it’s not a POS (Point-of-Sales) system where you connect with a cash register, customer display, credit card machine, etc. Of course, that doesn’t stop the user from using the receipt feature, occasionally, recording cash sales transaction (walk-in customer).

You can use the sales invoice form for the receipt. That is, print the sales receipt with an invoice form on a standard office printer in A5, A4, or Letter size, etc. You have to customise the template with a report format (*.crep) instead of a form format (*.invc) if you prefer to print the sales receipt on a receipt printer, those small dot matrix or thermal printer used by the retail shop with a paper roll.

POS Receipt

Format

The default invoice form store at Forms folder (under MoneyWorks Custom Plug-in folder), but to store report-formatted form templates, you have to create two additional sub-folders (Plains and Invoices folder). The Invoices folder (keep all the report-formatted form) is a sub-folder of Plains, and the Plains folder is the sub-folder of Forms folder. The structure of the folder:

MoneyWorks Custom Plug-ins
— Forms
——Plains
———Invoices (save the template in this folder)

The width of a standard receipt printer’s paper roll is 80cm. Depending on the printer driver installed, you may have to change the width to 100cm if that’s the minimum paper width you can use and adjust the print area accordingly. 

Design

Customising a report is more technical than to customise form; you need coding knowledge. You can refer to the MoneyWorks User Guide or engage a MoneyWorks consultant if you have difficulty customising a report.

Report Writer
MoneyWorks Report Writer

A receipt template breaks into three sections:

  • Header
  • Body
  • Footer

The Header consists of the company name, address, tax reference, opening hours, etc. Of course, you can move some of the information like the support hotline or opening hours to the footer.

The Body of the receipt shows the item, quantity, price, etc. Try not to have too many columns as the paper roll width is only 80cm. In my case, I put most of the information in the description column.

The footer is the last part of the receipt consist of the total amount payable, tax, and a thank you note, etc. 

Formula
Formula used on each cell

I start the report-formatted form with a For Each (row 001) to set the data parameter to print from the transaction. An If condition (row 004) to pick up the sales invoice (DI) and receipt (CR). And lastly, another For Each (row 009) to print the detail line from the selected transaction.

Print Receipts

That’s it! Save and use the template (don’t forget to sign and upload the template for multiple users access).

Company Logo

Software: MoneyWorks accounting software

A company logo is not just a symbol; it’s the identity, the branding of the company. It’s important.

In this COVID-19 era, go digital, go paperless is a trend which big and small business worldwide adopting. Email official document in PDF instead of the traditional print, stamp, sign, and mail method is a norm as work from home is widely adopted. The workflow changed as the business environment changed. Cutting down redundant paperwork, stay lean and move on towards digital platform. Maybe, this could be the initial step moving forward, towards the next revolution — E-invoicing.

Add company logo

Prepare your company logo in a jpeg or png format, and add it into the MoneyWorks document (company file) when you first setup. From the Company Details feature, under the Show menu, you can also add or amend the company logo if you have missed it during the initial setup.

insert company logo

Your custom templates such as the Purchase Order and Sales Invoices gets updated if you are changing the company logo. If you are creating a form, then add the company logo via the picture tool from the Form Designer.

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How to add a memo line in Sales Invoice?

Software: MoneyWorks accounting software

Sometime you may want to insert a note before or after an item when preparing an invoice. It could be delivery information for the driver, project information which you want to show in the invoice, or shipping information such as the port of discharge, port of destination, estimated date of arrival, etc.

You may add an asterisk (*) before an item code, link it to a memo income account (to prevent confusion with the actual sales account), and omit the * item from printing on the invoice form. For example:

Item code: *POD
Name: Port of Discharge:
Sales account: Memo income

asterisk item

Then, apply the below formula on those columns which you want to leave it blank when using an * item in the invoice form, columns such as stock code, quantity, unit price, tax code, and the amount.

Formula sample:

if (Detail.StockCode = “*@”, “”, Detail.StockCode)
or
if (Detail.StockCode = “*@”, “”, Detail.UnitPrice)

form design

In this way, only the description column prints the information which you have entered in the detail description column.

Print Invoice

Consult your MoneyWorks consultant if you need help in designing forms.

 

Reference: MoneyWorks User Guide, Form Design.