Receipt formats

Manage receipt formats in the Loyalty Console to automate receipt data extraction. Configure fields, merchants, and formats for accurate validation and streamlined processing.

Receipt formats define how data is extracted from specific receipt layouts for validation and processing. Each format includes details on data points to extract, their locations on the receipt, and their presentation format (e.g., date format). These configurations enable automated data extraction and streamline receipt submission workflows.

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Viewing & managing receipt formats in the Loyalty Console

You can manage receipt formats under the Receipts tab in the Loyalty Console. The receipt formats screen provides the ability to:

• View all existing receipt formats in your loyalty tenant.

• Create new receipt formats.

• Export the receipt formats list to a CSV file.

• Edit existing receipt formats.

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Configuring receipt formats

To create a new receipt format, click the Create button on the receipt formats screen. When configuring a new receipt format, you will define:

• Slug: A unique identifier for the receipt format.

• Status: Indicates whether the format is active or inactive.

• Type: Specifies whether the document type is a receipt or an invoice.

• Merchant: Identifies the merchant associated with the receipt format.

• Language: Specifies the language of the receipt format.

• Description: Adds additional detail about the receipt or invoice format.

• Reference Image: Upload an image of the receipt or invoice to assist with matching.

• Transaction Data Fields: Defines data points related to the transaction (e.g., total amount, date).

• Basket Data Fields: Defines data points related to individual items within the receipt or invoice (e.g., item names, quantities, prices).

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Transaction and basket data fields

When configuring transaction and basket data fields for a receipt format, you will define the following for each field:

• Field Name: Select the data point to extract (e.g., transaction date, basket total) from a dropdown menu.

• Mandatory Field: Specify whether the field is required for the receipt to be considered valid.

• Label Field: Add an alternative name for the field, replacing the default label during manual review processes.

• Priority Field: Set the order in which the field appears, with higher numbers indicating higher priority.

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Parser configuration

The Parser Configuration tab is managed exclusively by White Label Loyalty during the onboarding process. It is used to configure the underlying receipt parsing system for optimal performance.