Add customer tax number to Cin7 Core POS receipt

Some countries require the customer tax number to be printed on a customer's receipt, for example in order to claim VAT. Users can enter and edit a customer's tax number from the Cin7 Core POS application. Users can also add Customer Tax Number to the POS Receipt template.

We have included a sample receipt template with the tax number included that you can upload into Cin7 Core.

Prerequisites

At least one POS register added to your base subscription.
Setting up Cin7 Core POS (required)
Sales in POS (required)
Customer management (recommended)
Manage document and email templates (recommended)

Enter/edit customer tax number

A customer's tax number can be entered and edited either through the Cin7 Core web portal or the Cin7 Core POS application. The customer record must be entered before it can be printed to a POS receipt.

In Cin7 Core web portal

In the Cin7 Core web portal, you will need to go to the General tab of a customer's record (Sale → Customers/Credits → [select customer]) to enter or edit their tax number.

In Cin7 Core POS

In the Cin7 Core POS application, tax number can be entered or edited from a customer's record (Customers → [select customer]or Add new customer), or added when adding a customer during a sale.

Add customer tax number to POS receipt template

Add the customer tax number to the POS receipt that will be printed for your customers.

In Settings → Document & Email templates → POS, download the Receipt template.
Scroll down until you see <<TableStart:Customer>> - this is the correct parent table.
Copy an existing field such as Customer: <<CustomerName>> to the location you want your new field to be.
Show the field code either by right-clicking the field and selecting Toggle Field Code or using Alt + F9 for Windows, Option + F9 for Mac.
Replace the CustomerName field with TaxNumber field (Field codes are available in MailMerge fields for Cin7 Core POS templates).
Right-click the changed field and select Update Field to show your changes.
You can see the TaxNumber field has been added successfully.
Save the edited template and upload.

POS Receipt with Tax Number.docx