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Simple "Print PDF Receipt" in Guest's Booking

Status: Requested 11 Votes
Becca B
Jan 11, 2024 7:55 PM
Joined Jan, 2023 11 posts

I'm looking for a button that would allow an admin to print a simple receipt for the guest. There are many scenarios where the receipt is asked for, just like at a hotel, and sending the receipt via email isn't appropriate. Additionally, printing a receipt by using the email template for "send receipt" does not look professional with the email header and removing the email header is incredibly time consuming.

Lastly, please improve the "print receipt" button in transactions, for example, when making a first payment. When you print that receipt the Fee portion is so incredibly large, and the guest name/date info/property info is so tiny on the top. 

 

Tracy R
Jan 15, 2024 7:19 PM
Joined Sep, 2021 1 post

Hi Becca. I noticed you asked this a year ago with no response. I'm needing the very same thing... and SURPRISE, still the same! So I've been messing with this thing for a while. This seems so basic and can't understand why this would not have been rectified at this point. 

 

Becca B
Jan 15, 2024 7:28 PM
Joined Jan, 2023 11 posts

I actually just asked this a few days ago, I just switched all my rentals to Owner Rez. I guess their dating system is off on this forum. It's a pain to achieve getting a clear printable receipt and every time I've asked via the help email and in their weekly chats they have responded to me like I'm crazy for needing such a button. Incredibly frustrating for me considering all Owner Rez users are in business and business owners need receipts for all the things! You go to a hotel and get a print out receipt, why wouldn't this software offer that? 

Ken T
Jan 15, 2024 10:03 PM
OR Team Member Joined Aug, 2019 1572 posts

It's not likely that adding our own PDF generation capability would be a priority, both because as you noted, this suggestion has been around for a year and only garnered a handful of votes, and also, because every browser has the ability to print, and most every OS provides a Print-to-PDF driver.  So anything we display can easily be made into a PDF.

I'm not clear on why the Transaction display is not suitable as a receipt via Print-to-PDF?  Seems to me like that would do the job.  This is a rare corner case, so it doesn't need to be super fancy, does it?

Becca B
Jan 15, 2024 10:09 PM
Joined Jan, 2023 11 posts

I asked this question 4 days ago, it says that below my name. It says "joined January 2023", that's not when I asked the question.

Printing a receipt from the Transaction does not allow for your logo to be on it and the fee section is extremely large, which looks very unprofessional. Additionally, no company contact info and very few details on the guest's reservation. The guests name, dates, and property are not very obvious at the top of the print out. A receipt is the final interaction with a customer and to give an unprofessional receipt that lacks a logo, contact info, complete information, etc. isn't the way I want my last interaction to be. 

Ken T
Jan 15, 2024 10:35 PM
OR Team Member Joined Aug, 2019 1572 posts

Hmm.  I'll pass this along to the product team for consideration.

Shawn H
Jan 30, 2024 7:35 PM
OR Team Member Joined Aug, 2021 207 posts

Thanks for the suggestion. We'll see how much interest there is via votes.

The OwnerRez system has long just emailed guests their Payment Received System Messages (which keeps the process fully automated for users), including a user's theming if they have it set up (w/ logos and/or contact info) whether in the header and/or footer. If you click the Send Email button, it will not show the Theming included. It gets added upon sending of the Email.

Users can also customize the System Message overriding it with a Custom Template to include additional info as needed - which looks like you've done quite a bit with the System Messages.

You can look in your Communication History under Tools menu to see all the Payment Received emails that were sent to guests and you'll notice all your Theming info is included (which looks to just be in the Footer).

Becca B
Jan 30, 2024 7:51 PM
Joined Jan, 2023 11 posts

So how would you print a customer a professional-looking receipt when asked, either for a transaction or all payments? Emailing is many times not applicable. I’ve found two ways and they don’t produce a professional receipt. Printing from a transaction payment is gives an incredibly basic page, lacking any logo or company information. Printing from an email includes the email to/from/subject header. 

Why is this so complicated to create? I’m basically asking for an email template, minus the email to/from/subject lines, that uses codes to populate the information. 

Chris U
Feb 20, 2024 3:12 PM
Joined Feb, 2023 2 posts

I have been getting the same request from guests. They are looking for a printable pdf style receipt with logo, company name and invoicing details. 

Chris U
Mar 12, 2024 1:05 PM
Joined Feb, 2023 2 posts

Wanda Rusk Receipt.pdf

I made a receipt from the data generated in the billings summary email. What was missing was the property information, location and logo. I think a simple receipt using data already available would be a great feature to add.

Personally I would add PDF to billings template and always send after payment was received.