Using Receipts in Advanced Editing Mode
Customizing Receipts
For simple customizations to each receipt, like changing a header or rearranging the fields, you should not have to use Advanced Editing mode. Click here for more information about simple edits.
To perform advanced edits for each receipt, log into your merchant account and go to Settings -> Receipts -> Select the desired receipt -> then select 'Advanced Editing'.
Please Note: Once you choose to use the advanced editor, you will no longer be able to use the simple editor unless you reset the entire receipt back to default. You will lose all changes made to the receipt.
To reset to default, right click desired receipt -> select Restore Default.
Email System Receipts
- Transaction: Simple Pay, Open Credit, Voice Auth, ACH
- New Order
- Transaction API and Payment Form
- Recurring Billing
- Invoices
Printed System Receipts
- Point of Sale
- Transaction: Simple Pay, Open Credit, Voice Auth (Printed)
Boolean checks
- Syntax:
[if Boolean=Y][/if]
| Boolean | Description |
|---|---|
| transaction.iscreditcard | If a Credit Card is used, the CC section will appear. |
| transaction.ischeck | If ACH is used, the Checking section will appear. |
| transaction.isgiftcard | If a Gift Card is used, the Gift Card section will appear. |
| transaction.hasbilling | If Billing information is present, the Billing section will appear. |
| transaction.hasshipping | If Shipping is being charged, the Shipping section will appear. |
List of Codes by Section
[ * ] = Denotes a duplicate to another Section
Header
| Field | Description |
|---|---|
| merchant.company * | Merchant Name |
| merchant.merchantid | Merchant ID from default processor |
| merchant.merchantid_masked | Masked Merchant ID from default processor |
| transaction.amount * | Transaction Total |
| transaction.tax * | Transaction Tax Amount |
| transaction.tip * | Transaction Tip Amount |
| transaction.discount * | Transaction Discount Amount |
Credit Cards
| Field | Description |
|---|---|
| transaction.cardholder * | Cardholder Name |
| transaction.ccnum4 * | Last 4 of Card |
| transaction.bin | First 6 of Card |
| transaction.ccexp * | Expiration Date |
| transaction.avsstreet | AVS Street |
| transaction.avszip | AVS Zip |
| transaction.avsresult | AVS Result |
| transaction.avsresultcode | Result Code |
| transaction.cvcresult | CVC/CVV2 Result |
| transaction.authcode * | Auth Code |
| transaction.cardlevelresult | Card Level Result |
| transaction.cardtype | Card Type |
Checks
| Field | Description |
|---|---|
| transaction.cardholder * | Name on Check |
| transaction.account * | Account Number |
| transaction.routing * | Routing Number |
| transaction.checknum | Check Number |
| transaction.checkaccounttype * | Account Type |
| transaction.effective | Effective Date |
Gift Cards
| Field | Description |
|---|---|
| transaction.ccnum4 * | Last 4 of Card |
| transaction.cardbalance | Gift Card Balance |
Details
| Field | Description |
|---|---|
| transaction.created * | Created Date & Time |
| transaction.terminalid | Terminal ID from processor |
| transaction.key | Transaction Key |
| transaction.authcode * | Authorization Code |
| transaction.batchid | Batch ID |
| transaction.lineitemshtml | Line Items |
| transaction.subtotal | Subtotal |
| transaction.tax * | Tax |
| transaction.discount | Discount |
| transaction.amount * | Total |
| transaction.origamount | Original Amount |
| transaction.shipping | Shipping Amount |
| transaction.tip | Tip Amount |
| transaction.ccsurcharge | Credit Card Surcharge |
| transaction.servicefee | Service Fee |
| transaction.cashdiscount | Cash Discount |
| transaction.nativeamount | Native Amount Settled |
| transaction.nativeorigamount | Native Amount Authorized |
| transaction.currency * | Currency |
| transaction.conversionrate | Conversion Rate |
| transaction.nontaxable | Non Taxable |
| transaction.created * | Created Date & Time |
| transaction.createdate | Created Date |
| transaction.createtime | Created Time |
| transaction.captured | Captured Date (from Queue) |
| transaction.source * | Source Used |
| transaction.type | Type |
| transaction.ponum | PO # |
| transaction.invoice | Invoice |
| transaction.orderid * | Order ID |
| transaction.user * | User |
| transaction.transid | Reference # (Transaction ID) |
| merchant.company * | Merchant Name |
| transaction.merchid | Last 6 of Merchant ID # |
| transaction.clerk | [Clerk] |
| transaction.comments * | Notes |
| transaction.description * | Description |
| transaction.clientip | Client IP Address |
| transaction.serverip | Server IP Address |
| transaction.errorcode | Error Code |
| transaction.reason | Reason |
| transaction.reccustid * | Customer Number (System Generated) |
| transaction.response | Transaction Response |
| transaction.responsecode | Transaction Response Code |
| transaction.rest_table | ID of a Restaurant Table |
| transaction.status | Transaction Status |
| transaction.statuscode | Transaction Status Code |
| transaction.typecode | Transaction Type Code |
| transaction.tranterm | Transaction Terminal Number |
Billing
| Field | Description |
|---|---|
| transaction.custid * | Customer ID (Merchant Created) |
| transaction.billing_fname * | Customer First Name |
| transaction.billing_lname * | Customer Last Name |
| transaction.billing_company * | Customer Company Name |
| transaction.billing_street * | Customer Address |
| transaction.billing_street2 * | Customer Address 2 |
| transaction.billing_city | Customer City |
| transaction.billing_state * | Customer State |
| transaction.billing_zip * | Customer Zip Code |
| transaction.billing_country * | Customer Country |
| transaction.billing_phone * | Customer Phone # |
| transaction.email * | Customer Email Address |
Shipping
| Field | Description |
|---|---|
| transaction.shipping_fname | First Name |
| transaction.shipping_lname | Last Name |
| transaction.shipping_company | Company Name |
| transaction.shipping_street | Address |
| transaction.shipping_street2 | Address 2 |
| transaction.shipping_city | City |
| transaction.shipping_state | State |
| transaction.shipping_zip | Zip Code |
| transaction.shipping_country | Country |
| transaction.shipping_phone | Phone # |
| transaction.email * | Customer Email Address |
Customer
| Field | Description |
|---|---|
| transaction.reccustid * | Customer Number (System Generated) |
| transaction.billing_company * | Customer Company Name |
| transaction.billing_street * | Customer Address |
| transaction.billing_street2 * | Customer Address 2 |
| transaction.billing_state * | Customer State |
| transaction.billing_zip * | Customer Zip Code |
| transaction.billing_country * | Customer Country |
| transaction.billing_phone * | Customer Phone # |
| transaction.email * | Customer Email Address |
| transaction.url | Website |
| transaction.comments * | Notes |
| transaction.enable | Enable Recurring |
| transaction.numleft | Number of Billing Cycle Left |
| transaction.start | Start Date of Billing Cycle |
| transaction.next | Next Date of Billing Cycle |
| transaction.ccexp * | Expiration Date |
| transaction.checkaccounttype * | ACH Account Type |
| transaction.checkformat | ACH Format |
| transaction.account * | Account Number |
| transaction.routing * | Routing Number |
| transaction.amount * | Amount |
| transaction.billing_fname * | Customer First Name |
| transaction.billing_lname * | Customer Last Name |
| transaction.failures | Number of Failures |
| transaction.source * | Source Used |
| transaction.user * | User |
| transaction.receiptnote | Receipt Note |
| transaction.custid * | Customer ID (Merchant Created) |
| transaction.customdata | Custom Data |
| transaction.description * | Description |
| transaction.orderid * | Order ID |
| transaction.tax * | Tax Amount |
| transaction.custcreated | Customer Created Date |
| transaction.custcreatedby | Customer Created By |
| transaction.custmodified | Customer Updated Date |
| transaction.custmodifiedby | Customer Updated By |
| transaction.currency* | Currency |