Simple Receipt App for Bkper

Generates a simple pdf receipt based on selected transactions on your Bkper book.

• Select the transaction(s) to generate a receipt for.
• Open the More menu and select Generate Receipt in your book.
• Based on the information of the selected transactions it will open a pdf file in another browser tab.

Configuration

Receipt Template

The Simple Receipt App uses this Google Doc as a default template: Simple Receipt Template. It's recomended to copy the default template and adjust it to your own personalized receipt with your own brand logo, address etc.

Copy the default template from here: https://docs.google.com/document/d/1MMENpgkJu24RqHDtVvn9jEJRcEgBo_KtND123VFNTnk/edit

Your template needs to have view access by anyone on the web, so it can be used by the script.

Receipt Template Expressions

The App merges data from your Bkper Book with the use of Expressions on the template to generate your receipt.
The expression $[transactions.amount] on the template will be substituted with the amount on the transaction you selected on your book.

The following expressions are available to use on your template.

Receipt expresions -${receipt.date} : The date and time when the receipt is generated.
-${receipt.total} : The sum of the line items on the receipt.

Book expresssions
-${book.property} : A book property.

Transaction expresions
-$[transactions.date] : The post date of the line item.
-$[transactions.description] : The description of the line item.
-$[transactions.fromAccount] : The credit account of the line item.
-$[transactions.toAccount] : The debit account of the line item.
-$[transactions.amount] : The line item amount.
-$[transactions.property] : A line item property.

Note: $[] refers to an iterator (one, or more than one). Use these expressions in a table as in the default template.
In case you need to address a specific item from the iterator outside of a table, use ${transactions[0].description}

Account expressions
-${fomAccount.property} : A credit account property.
-${toAccount.property} : A debit account property.

You can access the proprties of your Book, Accounts used in the transactions, and the transaction itself.
The Expression ${fomAccount.customer_name} on the template will be substituted with the value of the property customer_name set on the From Account.

Book Properties Configuration

The App interacts with these properties on your book:

• receipt_template_url: Optional - The Url of your personalized Template used to generate receipts.
• doxey_api_key: Optional - Remove the Doxey watermark of your receipts by adding your Doxey API key to your book.

The App creates and interacts with the book property:

• receipt_number: the property value represents a counter that increments with each generated receipt. The expression ${book.receipt_number} on the template is substituted with this number.

Video tutorial: https://youtu.be/bkkk_xqJtdo This is a Beta please request access to use it.

Third Party Service Doxey

Simple Receipt App uses doxey.io to merge the transaction data from your book into the Tempate in order to generate the pdf receipt. You can use the free version that comes with a watermark or either remove the watermark by using the paid version adding your Doxey API Key to the book properties.
Learn more about the use of Template expression the Doxey Help Center